Jesse Galindo is a financial advisor with Brookwood Investment Group in San Antonio, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience and has previously worked with firms including Redwood Private Wealth LLC and Avalon Investment & Securities Group, Inc. Outside of his advisory role, Galindo is involved in insurance sales and tax planning through his ownership and management of related businesses. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers a range of portfolio management and retirement-plan advisory services using a mix of passive, active, tactical, and blended strategies, supported by a network of affiliated businesses and customizable fee arrangements.

Willis Fawcett IV is a financial advisor at Titleist Asset Management, LLC with nine years of industry experience. He has held roles at Titleist Capital, MML Investors Services, and Joe W. Fly Company. Outside of his advisory work, he is the owner of Vista Entera Consulting, LLC, a consulting services firm. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm customizes portfolios to client objectives using a range of allocation strategies and employs a rules-based investing system supplemented by various investment products and affiliated services.

Pedro Hero is a CFP® professional with 28 years of industry experience. He is currently with Mutual Advisors, LLC, where he has worked since 2021. His prior experience includes roles at OASIS Financial Holdings, Cetera Advisor Networks, and Osaic FS, Inc. Outside of his advisory work, he serves as a varsity football official. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a blend of active and passive investment strategies with an emphasis on diversification and uses multiple analytical approaches to tailor portfolios according to client objectives.

Jake Carlyle is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Sendero, he worked at Institutional Shareholder Services for three years. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions, typically serving clients with $3 million or more in investable assets. The firm follows a structured guidance process and employs a mix of active and passive strategies with a due-diligence focus on third-party managers.

Norbert Gonzales Jr. is a financial advisor with Wealth Management, LLC in San Antonio, TX, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Wealth Management since 2007 and also operates his own CPA and business legal services firm. Gonzales serves on the boards of several local nonprofits, including the San Antonio Chamber Choir, Park South Village, and San Pedro Playhouse. Wealth Management Nebraska LLC advises individuals and high-net-worth clients, as well as institutional clients such as defined contribution plan sponsors and municipal entities. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and offers discretionary asset management, fiduciary services, and back-office support for other advisors.

Tara Menchaca is a financial advisor at Frost Investment Services with 25 years of industry experience. She has worked at Frost Bank and Frost Brokerage Services since 1998. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and a variety of managed account programs through the Fidelity Managed Account Xchange platform, utilizing both affiliated and third-party investment managers.

Jake Fortenberry is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at J.P. Morgan Securities and Northwestern Mutual Investment Services. Frost Investment Services serves both individual, including high-net-worth, and corporate clients by providing investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with a banking affiliation, managing approximately $3.7 billion in client assets across about 179 advisors.

Mark Hogan is a CFP® with 38 years of industry experience, currently serving at Snowden Capital Advisors LLC since 2018. He previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Hogan serves as Chairman of the Executive Board for the Southern Baptist of Texas Convention, Chair of the Board for Encourage Global, and is a member of the Board of Directors for Prescient, a medical services company focused on DNA and gene splitting patents. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and a broad use of third-party managers and global custodian platforms.

Emanuel Gonzalez is a CFP®-designated financial advisor at SageSpring Wealth Partners with 14 years of industry experience. His prior work includes roles at Raymond James Financial Services and Le-Vel. Gonzalez leads his own wealth management teams operating under Southwestern Investment Group. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsors. The firm offers tailored investment management and consulting services, combining fundamental and technical analysis, and access to third-party managers and platform programs.

Robert Burks is a CFP® with 15 years of industry experience currently serving at Frost Investment Services. His prior roles include positions at Fidelity Investments and its affiliated entities, where he worked from 2015 to 2025. Outside of his advisory work, he is involved in wildlife control efforts focused on hog population management. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a platform that integrates model portfolios, third-party managers, and tax and ESG overlay services.

Jerry Glosson Jr. is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. He has been with Frost Investment Services since 2017 and previously worked at Frost National Bank and Frost Brokerage Services, Inc. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services through a platform of approximately 179 advisors managing about $3.7 billion in assets. The firm is notable for its affiliation with a banking institution, which influences its referral, custody, and compensation arrangements.

Jose Rangel is a financial advisor at Frost Investment Services with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at JPMorgan Chase Bank and JPMorgan Securities LLC from 2013 to 2022 before joining Frost Brokerage Services in 2022. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and comprehensive financial planning, utilizing model-based strategies and unified managed accounts through the Fidelity Managed Account Xchange platform.

Faith Morris is a ChFC® credentialed financial advisor with seven years of industry experience, currently with Frost Investment Services. Her prior experience includes roles at J.P. Morgan Securities and Transamerica Financial Advisors. Outside of her advisory work, she serves as a licensed chaplain and minister, providing counsel and officiating services through nonprofit ministries. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm operates as an enterprise advisory platform affiliated with a banking institution, managing approximately $3.7 billion in client assets across about 179 advisors.

Stephen Hernandez is a financial advisor at 1900 Wealth with a Series 65 designation and one year of industry experience. Prior to joining 1900 Wealth, he worked at Platform Science and Trimble, and spent seven years at Oracle. Outside of his financial advisory role, Hernandez serves as an elder and director at Redeemer Bible Church of San Antonio, where he is involved in preaching, teaching, church leadership, and managing the church’s finances. 1900 Wealth serves a diverse client base, including individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations. The firm focuses on strategic asset allocation using low-cost ETFs and mutual funds to build diversified portfolios tailored to clients’ goals, and also offers family office services along with management of affiliated pooled investment vehicles.

Timothy Kiesow is a CFP® and ChFC® with 20 years of experience in financial services, currently with USAA Investment Services Company. He has held various roles within the USAA organization since 2014, including positions at USAA Life Insurance Company and USAA Financial Advisors, Inc. based in San Antonio, TX. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party advisers rather than managing client assets directly.

Alice Green is a financial advisor at Frost Investment Services in San Antonio, TX, holding a Series 66 designation. She has held various positions across several industries since 2020, including roles at Frost Brokerage Services and other firms. Her background includes experience in education and corporate settings. Frost Investment Services serves individual and corporate clients, offering investment advisory and portfolio management services. The firm is notable for its affiliation with a banking institution and operates an enterprise advisory platform with around 179 advisors managing approximately $3.7 billion in client assets.

Ariel Palomo Jr. is a financial advisor at Sendero Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sendero Wealth Management since 2019, with prior roles at Merrill and Bank of America. Outside of his advisory work, he is an equity owner of Cross Pond Ventures Inc., a transportation business in San Antonio. Sendero Wealth Management provides investment advice and comprehensive wealth management services to high-net-worth individuals, multi-generational families, and select institutions, typically serving clients with $3 million or more in investable assets. The firm employs a structured process and open-architecture investment approach that includes both active and passive strategies, emphasizing multi-generational wealth and alternative investments.

Robert Blessing Jr. is a financial advisor at Waterloo Capital in San Antonio, TX, holding Series 65 and Series 63 licenses with four years of industry experience. Prior to joining Waterloo Capital in 2023, he worked at Commonwealth Financial Network and had several years at CVS Health Corporation. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing approximately $2.26 billion across about 2,600 clients. The firm uses a primarily long-term, fundamental analysis-driven approach, offering customized portfolios, third-party sub-advisers, and a range of investment tools alongside financial planning and educational services.

Gene Brehm is a financial advisor with Saxony Capital Management, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Saxony Securities and 1st Global Advisors, Inc., and he has operated Brehm Havel & Co., LLP since 1980. Outside of financial advising, Brehm is involved in various business activities including managing a cattle ranch and operating retail and restaurant ventures. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model with 38 advisors and offers a range of investment approaches and third-party manager due diligence.

Laura Pinto is a financial advisor with Frost Investment Services in San Antonio, TX. She holds a Series 63 designation and has eight years of industry experience. Pinto has worked at Frost Brokerage Services since 2017 and has been with Frost Bank since 2002. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, comprehensive financial planning, and a variety of managed account programs utilizing the Fidelity Managed Account Xchange platform, combining model portfolios from Frost Investment Advisors with third-party managers.