Brandon Matyuch is a financial advisor at Frost Investment Services with 13 years of industry experience. He holds the Series 63 designation and has worked at Frost Bank and Frost Brokerage Services since 2019. Prior to that, he was employed at Citigroup and J.P. Morgan, including JPMorgan Chase bank. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs utilizing a combination of model portfolios, third-party managers, and an implementation platform.

Richard Clotworthy is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and 10 years of industry experience. He previously worked at JPMorgan Chase and JP Morgan Securities LLC before joining Frost Bank and Frost Brokerage Services in 2020. Frost Investment Services serves a mix of individual and corporate clients, including high-net-worth households, providing investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with a notable affiliation to a banking institution, which differentiates its structure and referral, custody, and compensation arrangements.

Jacob Allison is a financial advisor at 1900 Wealth in San Antonio, TX, holding a Series 65 credential. He has been active in the financial industry since 2024, with prior experience at Northwestern Mutual and KE Andrews. Allison’s background includes several roles outside finance, including positions at Texas A&M University and Westwood Country Club. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build diversified, long-term portfolios tailored to clients’ goals and risk tolerance.

Pierre Marchebout is a financial advisor at Frost Investment Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Frost Investment Services since 2017. Prior to that, he was affiliated with Frost Brokerage Services and Frost National Bank. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs, implementing client portfolios through the Fidelity Managed Account Xchange platform with a combination of proprietary and third-party investment strategies.

Nicholas Rodriguez is a CFP® professional with two years of industry experience. He currently works at Merit Financial Advisors in San Antonio, TX, and has previously been employed at several firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Outside of financial advising, he operates a pressure washing business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach overseen by an internal Investment Management team and Investment Committee.

Juan Lopez is a financial advisor at Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses with six years of industry experience. He has worked at Frost Bank since 2024 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 managed account programs, utilizing the Fidelity Managed Account Xchange platform and a blend of fundamental, technical, and cyclical research in its investment process.

Rodrigo Lopez Carrillo is a financial advisor at Sendero Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Sendero Wealth Management since 2017, with prior experience at Rackspace Hosting Inc. and St. Mary’s University. Sendero Wealth Management provides wealth management and investment advisory services primarily to high-net-worth individuals, multi-generational families, and select institutions. The firm employs a structured investment approach combining active and passive strategies, focusing on complex wealth needs and offering access to both public and private investment opportunities.

Yvette Webb is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Frost Investment Services since 2017. She has been affiliated with Frost Brokerage Services since 2008 and previously worked at Frost National Bank. Outside of finance, she operates the Round Top Cooking Channel, a blog featuring cooking recipes and video demonstrations with guest chefs. 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 and comprehensive financial planning, utilizing the Fidelity Managed Account Xchange platform and a research-driven investment process that includes fundamental, technical, and cyclical analysis.

John Moreno is a financial advisor with Frost Investment Services in San Antonio, TX. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Moreno has worked within the Frost organization since 2005, including roles at Frost National Bank and Frost Brokerage Services. 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 managed account programs, utilizing fundamental, technical, and cyclical research alongside both proprietary and third-party investment strategies.

Mary Romanczuk is a financial advisor at 1900 Wealth in San Antonio, TX. She holds Series 63 and Series 65 licenses and has four years of industry experience, including prior roles at Piper Sandler & Co. and KCIC. 1900 Wealth serves individuals, family offices, pension plans, trusts, and corporations with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds, providing tailored investment plans and access to customized managed portfolios through sub-advisers.

Lara Sterns is a financial advisor with Snowden Capital Advisors LLC in San Antonio, TX, holding a Series 63 designation and 39 years of industry experience. Her career includes roles at Snowden Lane Partners, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm combines multi-team scale with institutional capabilities and frequently utilizes third-party managers and global custodian platforms.

Selena Grupp is a financial advisor at Frost Investment Services with nine years of industry experience. She holds a Series 63 designation and has been with Frost Brokerage Services since 2017, also maintaining a role at Frost Bank since 2012. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, including high-net-worth households. The firm operates as an enterprise advisory platform with a banking affiliation, managing approximately $3.7 billion in client assets across 179 advisors.

Camden Elliott is a financial advisor at Titleist Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previous experience at Badlands Big Sticks, the University of Houston Athletic Department, and Texas Outdoor Power Equipment. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering discretionary portfolio management and financial planning through a rules-based Total Return framework overseen by an investment committee.

Octavio Carrasco is a financial advisor at Frost Investment Services in San Antonio, TX, with four years of industry experience and a Series 63 designation. He previously worked at JP Morgan Securities LLC for four years and has military experience with the United States Marine Corps. Frost Investment Services advises individual and corporate clients, including high-net-worth households, providing investment advisory and portfolio management services through a bank-affiliated enterprise platform.

William Greif is a financial advisor at Brave Warrior Advisors, LLC with 12 years at the firm and 5 years of industry experience. He holds Series 63 and Series 65 licenses. Brave Warrior Advisors provides discretionary investment supervisory services to individuals, related trusts and estates, endowments, corporations, and pooled private fund investors through separately managed accounts and private funds. The firm’s investment approach focuses on a concentrated portfolio of long equity positions selected through fundamental research and overseen centrally by its principal.

Brook Whitworth is a financial advisor with Frost Investment Services in San Antonio, TX. He holds a Series 63 designation and has eight years of industry experience, having worked at Frost Brokerage Services since 2018 and Frost Bank since 1995. Frost Investment Services provides investment advisory and portfolio management services to individual, high-net-worth, and corporate clients. The firm combines enterprise scale with a banking affiliation and manages approximately $3.7 billion in client assets across about 179 advisors.

John Ballantyne is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at various USAA entities since 2010, including USAA Life Insurance Company and USAA Financial Planning Services. Based in San Antonio, TX, Ballantyne's career has been focused within the USAA organization. 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 delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers or advisers, operating mainly as a referral intermediary without managing client assets or accounts.

Stephanie Vosper is a Series 66-registered financial advisor with 17 years of industry experience. She is currently affiliated with Frost Investment Services and has previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. Vosper is based in San Antonio, TX. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm combines enterprise scale with a banking affiliation, managing approximately $3.7 billion in client assets across about 179 advisors.

Gary Haack is a financial advisor at Compass Financial Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CreativeOne Wealth, LLC and CoreCap Investments Inc. He is also the owner of Texas Retirement Strategies, which offers fixed annuities and life insurance. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs various investment strategies across equities, fixed income, mutual funds, and ETFs, utilizing both third-party managers and internally managed model portfolios.

Mariana Ramirez Becerra is a financial advisor at USAA Investment Services Company with two years of industry experience. She previously worked at Fisher Investments and has held roles at USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels to USAA members and individual investors. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party advisers rather than managing client assets directly.