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 with Series 65 and Series 63 registrations and four years of industry experience. Prior to joining 1900 Wealth in 2025, she worked at Piper Sandler & Co. from 2021 to 2025 and held positions at the University of Texas at Austin and KCIC. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified portfolios tailored to clients’ goals and risk tolerance.

Lara Sterns is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. She holds a Series 63 designation and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Based in San Antonio, TX, she has worked in the financial services industry since 1986. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, third-party manager selection, and financial and estate planning, utilizing a range of investment tools and programs while maintaining oversight of both internal and external assets.

Selena Grupp is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and eight years of industry experience. She has been with Frost Brokerage Services since 2017 and has worked at Frost Bank since 2012. 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 a combination of model portfolios and third-party managers through the Fidelity Managed Account Xchange platform.

Camden Elliott is a financial advisor with Titleist Asset Management, LLC, holding a Series 65 license and currently beginning his professional career in the industry. His background includes experience with the University of Houston Athletic Department and various positions in related fields prior to joining Titleist Asset Management. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm uses a Rules Based Investing Total Return System with client-specific asset allocation strategies, supported by an investment committee and ongoing monitoring.

Octavio Carrasco is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and three years of industry experience. His prior roles include four years at JP Morgan Securities LLC and service in the United States Marine Corps from 2017 to 2021. Frost Investment Services serves individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services through an enterprise advisory platform with approximately 179 advisors overseeing around $3.7 billion in client assets. The firm is notable for its affiliation with a banking institution, which influences its referral, custody, and compensation arrangements.

William Greif is a financial advisor at Brave Warrior Advisors, LLC in San Antonio, TX, holding Series 63 and Series 65 credentials with 12 years at the firm and 4 years of industry experience. Brave Warrior Advisors provides customized investment supervisory services to individuals, trusts, estates, charitable organizations, endowments, corporations, and pooled private funds. The firm focuses on concentrated long equity portfolios using fundamental, internally generated research and manages accounts on a discretionary basis with continuous oversight and routine client reporting.

Brook Whitworth is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and seven years of industry experience. He has been with Frost Brokerage Services since 2018 and has over three decades of experience at Frost Bank. 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 various managed account programs, utilizing the Fidelity Managed Account Xchange platform and combining fundamental, technical, and cyclical research in its investment process.

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 financial advisor at Frost Investment Services with 16 years of industry experience. She holds the Series 66 designation and has worked at Frost Brokerage Services Inc and Frost Bank since 2015. Vosper joined Frost Investment Services in 2017. 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 blend of proprietary and third-party strategies.

Gary Haack is a financial advisor with Compass Financial Management LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been involved with Texas Retirement Strategies since 1995 and has worked at CreativeOne Wealth, LLC and CoreCap Investments Inc. He is the owner of Texas Retirement Strategies, a business focused on fixed annuities and life insurance. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management and retirement-plan consulting. The firm employs a variety of investment approaches including equities, fixed income, mutual funds, ETFs, and uses 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.

Eric Bremer is a financial advisor with USAA Investment Services Company, holding Series 66 and Series 63 licenses and possessing nine years of industry experience. His prior work includes roles at Citigroup and Frost National Bank. 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 a Retirement Income Strategy Report and refers clients to third-party broker-dealers or advisers rather than managing client assets directly.

Christopher Bingham is a financial advisor at Advisory Services Network with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2000. Bingham also works as an independent insurance agent offering products through unaffiliated insurance companies. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisers provides portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Patrick Robertson is a financial advisor with Kovack Advisors, Inc. in San Antonio, Texas, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior work includes roles at MML Investors Services LLC, MassMutual Life Insurance Company, Pruco Securities, LLC, Prudential Insurance Company of America, NYLIFE Securities LLC, and New York Life Insurance Company. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets across approximately 260 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing both internally developed and third-party investment models supported by an Envestnet platform.

Kyle Snyder is a financial advisor with Frost Investment Services based in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at firms including Stifel Nicolaus & Co Inc and Fidelity Brokerage Services LLC. 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 with about 179 advisors managing approximately $3.7 billion in client assets and is notable for its affiliation with a banking institution.

Kevin Beall is a ChFC® and Series 66 registered financial advisor with 24 years of industry experience. He has worked with various USAA entities since 2008, including USAA Life Insurance Company, USAA Investment Services Company, Usaa Financial Advisors Inc, and USAA financial planning services, all based in San Antonio, TX. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm delivers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating as a referral and retirement-advice intermediary rather than a portfolio manager.

James Laughlin is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 12 years of industry experience. His career includes roles at several USAA affiliated entities, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating as a referral intermediary rather than a portfolio manager.