Phyllis Kyle is a financial advisor with 3 years of experience at 1900 Wealth in San Antonio, TX. She holds Series 63 and Series 65 licenses and previously worked for 22 years at Orleans Capital Management. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm employs a strategic asset allocation approach using low-cost ETFs and mutual funds to build diversified portfolios, with tailored investment plans based on clients’ goals and risk tolerance.

Kyle Hampton is a financial advisor at Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Frost Brokerage Services, Purshe Kaplan Sterling Investments, and 49 Financial. Before entering the financial industry, he worked in various other fields including forensic engineering and the hospitality sector. 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 a banking institution affiliation, managing approximately $3.7 billion in client assets through about 179 advisors.

Erik Jackson is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at multiple firms, including BBVA Wealth Solutions, PNC Managed Account Solutions, and currently Frost Brokerage Services. Outside of his advisory role, he manages a small property rental business. Frost Investment Services serves individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm combines enterprise-scale resources with a bank affiliation, managing approximately $3.7 billion in client assets across nearly 180 advisors.

Francisco Prieto is a financial advisor with Frost Investment Services in Dallas, TX, holding a Series 63 designation and 10 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Valic Financial Advisors, and Massachusetts Mutual Life Insurance Company. 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 research-driven investment process.

Jennifer Lopez is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 66 and Series 63 licenses and two years of experience in the industry. Her prior work includes roles at Fidelity Investments and several retail companies. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management through an enterprise platform with approximately 179 advisors and $3.7 billion in client assets. The firm is notable for its affiliation with a banking institution and its fee model based primarily on assets under management.

Justin Davis is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Frost Brokerage Services, PNC Investments, and multiple BBVA affiliates over more than two decades. 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 incorporating fundamental, technical, and cyclical research in its investment process.

Richard Ure is a financial advisor with Gradient Securities, LLC in San Antonio, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked with Gradient Securities since 2019 and previously worked at LPL Financial and National Planning Corporation. Outside of his advisory role, Ure owns a woodworking and agricultural products business where he raises livestock and sells cedar hardwood products. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, pension plans, trusts, estates, and businesses. The firm emphasizes a non-discretionary investment approach, combining fundamental, technical, and cyclical analysis while utilizing third-party managers and maintaining ongoing client reviews.

Davis Hance is a financial advisor at Frost Investment Services with one year of industry experience. He holds the Series 66 designation and previously worked at Deloitte for five years. Outside of his advisory role, he provides accounting services as an independent contractor for The Courtly Canvas in Houston. 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, implementing client portfolios through Fidelity's Managed Account Xchange platform with a mix of model-based and advisor-managed strategies.

Alicia Gonzalez is a financial advisor at Frost Investment Services with 17 years of industry experience. She holds a Series 63 designation and has been affiliated with Frost Brokerage Services and Frost National Bank since 2007 and 2006, respectively. Based in San Antonio, TX, she has a long tenure within the Frost organization. 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, utilizing the Fidelity Managed Account Xchange platform and a multi-disciplinary investment approach that includes fundamental, technical, and cyclical research.

Shelly Churchill is a financial advisor at Frost Investment Services with two years of industry experience. She holds a Series 66 designation and has previously worked at First Command Insurance Services and Consumer Portfolio Services, Inc. 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 using the Fidelity Managed Account Xchange platform, incorporating proprietary and third-party model portfolios with options for tax and ESG overlays.

Eric Reid is a CFP® with 25 years of experience in financial advising. He is currently with Hightower Advisors, where he has worked since 2020, and previously held roles at Frontier Investment Management, Bank of America, and Merrill. In addition to his advisory work, Reid teaches management, finance, and Certified Financial Planning coursework part-time at the University of the Incarnate Word in San Antonio. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Christopher McManus is a CFP® professional with 22 years of industry experience. He currently serves as an advisor at GWN Securities Inc. since 2019 and has prior experience with Ameritas Investment Corp., CCF Investments, Inc., and Capital Choice Financial Services. Outside of his advisory role, he manages timberland holdings and mineral rights through family partnerships and is involved in life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm serves individual and business clients through a large network of advisors and employs a range of investment programs, including both traditional asset allocation and legacy market-timing strategies.

Sylvia Hydrick is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. She holds a Series 63 credential and previously worked at Merrill for 32 years before joining Rockefeller Financial in 2021. Outside of her advisory role, she is a member of Danke Oma LLC, a family-held business based in San Antonio. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services within a Private Advisor model and operates as both an investment adviser and a registered broker-dealer, offering a broad range of investment solutions across equities, fixed income, and alternatives.

Joshua Lerma is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. In addition to his advisory role, Lerma is involved in insurance brokerage activities under the names 1847Financial and Affluent Wealth Strategies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering custody, execution, brokerage, and financial planning services.

Estela Sotelo is a Series 66-credentialed financial advisor with 24 years of industry experience. She is currently with PNC Wealth Management and has previously worked at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, digital discretionary account pilot that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Julian Ortega III is a financial advisor at Transamerica Financial Advisors with 32 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including USAA, LPL Financial LLC, and Wells Fargo Clearing Services. Transamerica Financial Advisors serves a diverse clientele that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

John Hennessy is a financial advisor at Corient with 38 years of industry experience. He holds a Series 63 designation and has worked previously at Intercontinental Wealth Advisors LLC and Intercontinental Asset Management Group Ltd. since 2007 before joining Corient in 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and alternative investments where appropriate.

Charles Lutz III is a financial advisor at Corient with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Intercontinental Wealth Advisors LLC and Intercontinental Asset Management Group Ltd. Since 2005, he has served on the Board of Directors for Mission Pharmacal Company, a drug manufacturing company based in San Antonio, Texas. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach incorporating in-house strategies, third-party managers, and customized asset allocation while utilizing risk management tools and alternative investments.

Michael Nance is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Luther King Capital Management Corporation and has prior experience at Bank of America Private Bank and Catholic Life Insurance. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and serves as investment adviser to the LKCM Funds, using a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies.

Taylor Gill is a financial advisor at Savant Wealth Management in San Antonio, TX, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Exencial Wealth Advisors, Alliance Bernstein, and Sawtelle Financial Management. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers affiliated accounting, legal, and trust services.