Jacob Villarreal is a Series 66-licensed financial advisor with eight years of industry experience, currently serving at Providence Capital in San Antonio, TX. His background includes roles at several firms such as 49 Wealth Management LLC, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. Outside of financial advising, he is involved in systems and sales management at Whisper Path Cellars, a winery. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach using fundamental analysis and modern portfolio theory, combining model portfolios and AI-assisted tools with licensed adviser oversight.

James Pettus III is a financial advisor with M. E. Allison & Co., Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Before joining M. E. Allison & Co. in 2012, he worked for The Trust Company, NA for 20 years. He is the managing partner of a family business, La Rucia Ranch, Inc., and serves on the board of Mestena LLC, a family oil and gas company. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm manages approximately $287 million in client assets and employs a mix of in-house models and third-party sub-advisers to implement client portfolios.

Elizabeth Alamillo is a financial advisor at Wela Financial Advisory in San Antonio, TX, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Equitable Advisors and AXA Advisors. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses with discretionary portfolio management, financial planning, and investment consulting. The firm uses a multi-fund-manager approach, combining fundamental and technical analysis, and offers a financial planning membership that provides ongoing client access and engagement.

Jerald Liesman is a financial advisor at Frost Investment Services with 33 years of industry experience. He holds a Series 63 designation and has worked at Frost Brokerage Services, Inc. and Frost Bank since 1993 and 1987, respectively. 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 that integrate model portfolios from its affiliate with third-party managers, utilizing a research-driven investment process and providing optional tax and ESG overlay services.

Laura Cantu is a financial advisor at Sendero Wealth Management, LLC with a Series 65 credential and experience spanning several roles since 2015, including positions at Merrill Lynch and Aspiriant. She joined Sendero Wealth Management in 2024. Prior to her advisory career, she held roles at eBay and the University of Texas at San Antonio. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, generally focusing on clients with $3 million or more in investable assets. The firm employs an open-architecture investment approach combining strategic asset allocation, active and passive strategies, and alternative investments, supported by ongoing manager due diligence and a sub-advisor program.

Sandra Delagarza is a financial advisor at Frost Investment Services with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Delagarza is based in San Antonio, TX. 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 range of strategies implemented through the Fidelity Managed Account Xchange platform.

Steve Gott is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 66 credential and 33 years of industry experience. His prior roles include positions at Frost Brokerage Services, U.S. Capital Wealth Advisors, and multiple entities within the USCA group. Outside of his advisory work, he manages a single home rental property in Houston, TX. 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 the Fidelity Managed Account Xchange platform with a process that incorporates fundamental, technical, and cyclical research.

Christopher Massey is a CFP® with 30 years of industry experience, currently serving at Frost Investment Services in San Antonio, TX. He has worked with Frost Brokerage Services since 2003 and Frost National Bank since 2002. 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 a range of managed account programs implemented through the Fidelity Managed Account Xchange platform.

Christopher Kardys is a financial advisor at 1900 Wealth in San Antonio, TX, holding a Series 65 designation with six years of industry experience. He has been with 1900 Wealth, formerly Monticello Wealth Management, LLC, since 2019 and previously worked at Rocanda USA Inc. from 2011 to 2019. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities, providing financial planning, consulting, and investment management services. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified long-term portfolios tailored to each client’s goals, risk tolerance, and time horizon.

Eli Howard is a financial advisor at Wealth Watch Advisors, Inc. with four years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Texas Tech University and San Angelo Central High School. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical investment methods and offers discretionary and non-discretionary portfolio management primarily through approved third-party model managers.

Arturo Inigo is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Frost Private Bank, Amerant Investments, and BBVA-related entities, among others. Frost Investment Services serves individual and corporate clients, including high-net-worth households, providing investment advisory and portfolio management through an enterprise platform with approximately 179 advisors and $3.7 billion in assets under management. The firm is affiliated with a banking institution, which shapes its referral, custody, and compensation arrangements.

Alberto Fraga is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 credentials and has 10 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Merrill, Bank of America, and Fidelity Investments. He is also the owner of Tyler Capital Holdings Inc., a business involved in managing residential rental properties. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, including high-net-worth households. The firm operates as a large enterprise platform with a banking affiliation, managing approximately $3.7 billion in client assets through a team of about 179 advisors.

Jim Sandell Jr. is a financial advisor with USAA Investment Services Company and holds a Series 66 designation. He has 18 years of industry experience, including roles at USAA Life Insurance Company and USAA Financial Planning Services prior to his current position. Outside of his advisory work, he is the owner of Sandell Capital, LLC, an investment-related business. 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 and account management.

Ralph Gonzales is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 66 designation and eight years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2017 to 2021. Frost Investment Services advises individual and corporate clients, including high-net-worth households, providing investment advisory and portfolio management services. The firm combines enterprise scale with a banking institution affiliation and manages approximately $3.7 billion in client assets through a team of around 179 advisors.

Pura Connor is a financial advisor at Frost Investment Services with 15 years of industry experience. She holds the Series 66 designation and has worked at Frost Bank and Frost Brokerage Services since 2012. 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 range of managed account programs implemented through the Fidelity Managed Account Xchange platform.

Antonio Medrano III is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63, 65, and 66 licenses and having 26 years of industry experience. His career with USAA spans multiple affiliated entities since 2013. Outside of his advisory role, he works part-time as a driver for ride-sharing services Uber and Lyft. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm produces a Retirement Income Strategy Report and refers prospective investors to Charles Schwab for investment products and account services.

Ivona Kostulak is a financial advisor at Frost Investment Services with 24 years of industry experience. She holds a Series 66 designation and has worked at Frost Investment Services since 2017, following prior roles at Frost National Bank and Frost Brokerage Services. Frost Investment Services is a retail-focused, SEC-registered adviser that serves individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and various managed account programs, utilizing a combination of fundamental, technical, and cyclical research alongside tax and ESG overlay services.

Richard Davies is a financial advisor at Sendero Wealth Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Sendero Wealth Management since 2015. 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 guidance process and a combination of active and passive strategies, emphasizing multi-generational wealth needs and offering access to alternative investments.

Jessica Drought is a financial advisor at 1900 Wealth with five years of industry experience. She holds the Series 65 designation and has previously worked at M Capital and Texas Next Capital. 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 build long-term, diversified portfolios tailored to clients’ goals, risk tolerance, and time horizon.

Kandice Sotuyo is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and four years of industry experience. She has worked at Frost Bank since 2015. Outside of her advisory role, she is a co-owner of DS & KP Investments LLC, an investment-related business. Frost Investment Services serves a mix of 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, overseeing approximately $3.7 billion in client assets.