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Rolando G

Series 63, Series 66

San Antonio, TX

Frost Investment Services

Rolando Ginyovszky is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Frost Brokerage Services and Frost Bank since 2014. 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 through the Fidelity Managed Account Xchange platform, utilizing both proprietary and third-party investment strategies.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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Michael C

Series 63, Series 65

San Antonio, TX

Frost Investment Services

Michael Collier is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. His career includes roles at Frost Bank and Wells Fargo affiliates. 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, implementing client portfolios via the Fidelity Managed Account Xchange platform with a multi-faceted investment research approach and optional tax and ESG overlay services.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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Ryan C

Series 63, Series 66

San Antonio, TX

HUB Investment Partners, LLC

Ryan Canales is a financial advisor with HUB Investment Partners, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Empower Wealth Advisors, Stonewater Wealth Management Inc., and MassMutual South Texas. He is also active as an insurance advisor specializing in life, disability, long-term care, and health insurance. HUB Investment Partners serves a diverse range of clients, including institutional investors and individuals, offering portfolio management, retirement planning, and defined contribution plan advisory services. The firm employs a combination of active and passive investment strategies and provides specialized services for banking and municipal clients.

Retired Founder/Business Owner
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Corey J

Series 63, Series 65

San Antonio, TX

Frost Investment Services

Corey Jennings is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked at several firms, including Victory Capital Advisers and USAA Financial Advisors. Frost Investment Services provides investment advisory and portfolio management services to individual, high-net-worth, and corporate clients. The firm operates as a large enterprise advisory platform affiliated with a banking institution, overseeing approximately $3.7 billion in client assets.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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Holden J

Series 66

San Antonio, TX

Frost Investment Services

Holden Janysek is a financial advisor at Frost Investment Services with three years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, LLC and Frost Brokerage Services, Inc. Outside of his advisory role, he works as an independent contractor providing general ranch hand services in San Antonio, TX. Frost Investment Services serves individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm is noted for its affiliation with a banking institution and its enterprise scale, overseeing approximately $3.7 billion in client assets managed by around 179 advisors.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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Aaron N

Series 66

San Antonio, TX

Frost Investment Services

Aaron Navarrete is a financial advisor with Frost Investment Services, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Frost Bank and Frost Brokerage Services since 2019, as well as prior experience with JPMorgan Chase Bank and J.P. Morgan Securities. 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 fundamental, technical, and cyclical research through the Fidelity Managed Account Xchange platform.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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David B

Series 63, Series 65

San Antonio, TX

Frost Investment Services

David Blanco is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 designations and possessing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank, N.A. Outside of his advisory work, he operates a small vending machine business in Austin, TX. 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 and comprehensive financial planning through model-based strategies and unified managed accounts, utilizing the Fidelity Managed Account Xchange platform and combining research-driven investment approaches with optional tax and ESG overlay services.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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Abigail F

Series 63

San Antonio, TX

Frost Investment Services

Abigail Floyd is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and nine years of industry experience. She has worked at Frost Bank and its affiliated brokerage services since 2013. Frost Investment Services provides investment advisory and portfolio management services to individual clients, including high-net-worth households, as well as corporate clients. The firm operates as an enterprise advisory platform with a banking affiliation, managing approximately $3.7 billion in client assets through about 179 advisors.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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Kristin S

Series 63

San Antonio, TX

Frost Investment Services

Kristin Salyer is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and 27 years of industry experience. She has worked with Frost Brokerage Services, Inc. and Frost National Bank since 1998 and was with Frost Investment Services from 2017. Frost Investment Services provides investment advisory and portfolio management to individual and corporate clients, including high-net-worth households. The firm operates as an enterprise advisory platform affiliated with a banking institution and manages approximately $3.7 billion in client assets through about 179 advisors.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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Terry R

Series 63, Series 65

San Antonio, TX

Frost Investment Services

Terry Rohm is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Citigroup Global Markets for 18 years before joining Frost Investment Services and Frost Brokerage Services in 2025. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm operates an enterprise advisory platform with a bank affiliation, overseeing approximately $3.7 billion in client assets across about 179 advisors.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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Samuel G

Series 65

San Antonio, TX

Trajan Wealth, L.L.C.

Samuel Gonzalez is a Series 65-licensed financial advisor with one year of industry experience. He has worked at Trajan Wealth, L.L.C. since 2026 and previously held roles at Centennial Advisors, LLC and Elite Plus Financial. Outside of finance, he has experience with nonprofit ministries, including Marketplace Ministries and East West Ministries. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retail investors, high-net-worth clients, and various organizations. The firm employs a long-term, disciplined investment approach focusing on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk profiles and circumstances.

Private / alternative investments Concentrated stock management Charitable giving & philanthropy
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Christine S

Series 63, Series 66

San Antonio, TX

Frost Investment Services

Christine Sheppard is a financial advisor with Frost Investment Services, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has been with Frost Investment Services since 2017 and has prior experience at Frost National Bank and Frost Brokerage Services. Outside of her advisory role, she assists in the operation of a family partnership. 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 affiliated with a banking institution, managing approximately $3.7 billion in client assets across a team of around 179 advisors.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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Doranelie G

Series 63, Series 66

San Antonio, TX

Frost Investment Services

Doranelie Gutierrez 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. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. 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 through the Fidelity Managed Account Xchange platform, utilizing a combination of proprietary and third-party investment strategies.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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Brian N

Series 63, Series 65

San Antonio, TX

Frost Investment Services

Brian Nelson is a financial advisor at Frost Investment Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Frost Investment Services and its affiliated firms since 2018. Prior to that, he was with First Command Advisory Services and First Command Financial. 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 combining proprietary and third-party investment strategies.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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Russell W

CFP®, Series 65, Series 63

San Antonio, TX

USAA Investment Services Company

Russell Wells is a CFP® with 11 years of experience in financial services, currently with USAA Investment Services Company. His prior roles include positions at USAA Life Insurance Company, United Services Automobile Association, and USAA Financial Advisors, INC. 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 and advisers rather than managing client accounts directly.

Retirement income strategy Annuities Retired
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Chinh T

Series 63, Series 66

San Antonio, TX

Frost Investment Services

Chinh Tu is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Frost, he worked at J.P. Morgan Securities and JPMorgan Chase bank for over a decade. 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, combining model portfolios and third-party managers with fundamental, technical, and cyclical research.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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Andrew B

Series 65

San Antonio, TX

Savvy

Andrew Bronson is a financial advisor at Savvy with eight years of industry experience. He holds a Series 65 designation and has worked previously at Marcado Asset Management LLC and Mission to the World. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a customized investment approach that combines index-based strategies with active equity portfolios and specialized sub-adviser techniques, supported by fintech tools and integrated tax and estate planning services.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Natalya B

Series 63

San Antonio, TX

Frost Investment Services

Natalya Barnett is a financial advisor at Frost Investment Services with 11 years of industry experience. She holds a Series 63 designation and has previously worked at JP Morgan Securities and JPMorgan Chase 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 managed account programs, using a combination of fundamental, technical, and cyclical research implemented through the Fidelity Managed Account Xchange platform.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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Robert C

Series 63

San Antonio, TX

Frost Investment Services

Robert Clark is a financial advisor at Frost Investment Services with three years of industry experience. He holds a Series 63 designation and previously worked at Bank of America from 2005 to 2022. Clark is based in Dallas, 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 combination of model portfolios and third-party managers through the Fidelity Managed Account Xchange platform.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy General estate planning guidance Business succession planning Founder/Business Owner Executive
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Melissa A

Series 65

San Antonio, TX

1900 Wealth

Melissa Anderson is a financial advisor at 1900 Wealth with five years of industry experience. She holds a Series 65 designation and has previously worked at Windmühle LLC and Bull Creek Financial Services LLC. Anderson serves as a trustee for Southwestern University and is a board member and chairperson of the investment committee at The Catholic Foundation-Diocese of Austin. 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 emphasizes strategic asset allocation using low-cost ETFs and mutual funds, offers family office services, and manages client accounts both discretionary and non-discretionary.

Wealth management Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner Executive
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