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.

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.

Edwin Kreusel is a CFA® charterholder with four years of industry experience. He is currently with Sendero Wealth Management, LLC, having joined the firm in 2025. Prior to this, he worked at Broadway Bank, First State Bank of Uvalde, and USAA. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers a range of services including investment management, family office and foundation services, and multi-generational legacy planning, utilizing an open-architecture investment approach.

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.

Miles Fuquay is a CFP® professional with seven years of industry experience, currently with 1900 Wealth in San Antonio, TX. He has been with 1900 Wealth, formerly Monticello Wealth Management, since 2018 and previously worked at Jefferson Bank from 2005 to 2019. 1900 Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, and corporations, offering financial planning, consulting, and investment management services. The firm employs a strategic asset allocation approach using low-cost ETFs and mutual funds to create long-term diversified portfolios, and also manages affiliated pooled investment vehicles while making use of sub-advisers for customized portfolios.

Leslie Wagner is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has worked with LPL Financial since 2009 and with Strategic Financial Concepts since 2008. Outside of her advisory role, Leslie is involved in direct sales of Mary Kay cosmetics. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, and charitable organizations. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party managers, integrating financial planning with investment management.

Edward Egliskis is a financial advisor at Advisory Services Network with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, United Capital Financial Advisors, and USAA Financial Planning Services. In addition to his advisory role, he is a licensed life insurance agent and serves as the managing member of LLMC, PPLC, where he acts as a healthcare agent. Advisory Services Network is a multi-team firm providing investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to client objectives and risk tolerances.

Flora Ardon is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 66 designation and eight years of industry experience. She previously worked at firms including Fisher Investments and Voya Financial Partners. Ardon also serves as a Retirement Services Business Development Officer at Frost Bank, focusing on fiduciary and administrative financial services. Frost Investment Services advises a diverse client base that includes high-net-worth individuals and corporate clients, offering investment advisory and portfolio management services. The firm’s affiliation with a banking institution and its enterprise scale differentiate it within the industry.

Quang Ton is a financial advisor at Frost Investment Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Charles Schwab, Fidelity Investments, and J.P. Morgan Chase Bank. Outside of finance, he has experience in the restaurant industry. 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 with a rare affiliation to a banking institution, overseeing approximately $3.7 billion in client assets.

Emily Mitchell is a financial advisor at Frost Investment Services with 4 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm is notable for its affiliation with a banking institution and manages approximately $3.7 billion in client assets across about 179 advisors.

Richard Swetish is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Frost Brokerage Services since 2024 and at Wells Fargo Clearing since 2016. Outside of his advisory work, he is co-owner of a short-term rental property business in Concan, TX. Frost Investment Services provides investment advisory and portfolio management services to individual, high-net-worth, and corporate clients. The firm operates as an enterprise advisory platform affiliated with a banking institution, managing approximately $3.7 billion in client assets across 179 advisors.

Thomas Welch is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Frost Investment Services and has been associated with Frost Brokerage Services since 2017 and Frost Bank since 1999. Based in San Antonio, TX, Welch holds the Series 63 designation. 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 platform that integrates model portfolios and third-party managers, with investment strategies based on fundamental, technical, and cyclical research.

Steven Lea is a financial advisor at Frost Investment Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Frost Investment Services since 2017. Prior to that, he was affiliated with Frost National Bank and Frost Brokerage Services. Lea serves as a board member and treasurer of The Texas Surf Museum, a cultural heritage organization in Galveston, TX. 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 and third-party managers through the Fidelity Managed Account Xchange platform.

David Odom is a financial advisor at Frost Investment Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life Insurance Company for 17 years before joining Frost Bank and Frost Brokerage Services in 2018. 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 model-based strategies and unified managed accounts through the Fidelity Managed Account Xchange platform.

Patrick Oursler is a financial advisor at McAdam LLC in San Antonio, TX, holding a Series 65 credential with six years of industry experience. He has been with McAdam since 2019 and previously worked in dining services and senior living sectors. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform, offering a range of investment options including mutual funds, ETFs, independent managers, and specialized strategies such as direct indexing and structured notes.

Karishma Lakhani is a CFA® charterholder with eight years of industry experience. She is currently affiliated with Frost Investment Services in San Antonio, TX, where she has worked since 2025. Her prior roles include positions at UBS, Fisher Investments, TD Ameritrade, and Wells Fargo Advisors. 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 approximately 179 advisors managing around $3.7 billion in client assets and maintains a banking institution affiliation that influences its referral, custody, and compensation practices.

Misty Thompson is a financial advisor at Frost Investment Services with six years of industry experience. She holds a Series 66 designation and has worked within various Frost entities since 2014, including Frost Brokerage Services, Inc. and 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 managed account programs that incorporate fundamental, technical, and cyclical research, with access to both proprietary and third-party investment strategies.

David Johnson is a financial advisor at Frost Investment Services with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Frost Investment Services since 2017, with prior roles at Frost National Bank and Frost Brokerage Services, Inc. He is based in Corpus Christi, Texas. 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 fundamental, technical, and cyclical research and implementing portfolios through the Fidelity Managed Account Xchange platform.

Laura Lewis Roe is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. She has worked with Frost Bank, Frost Investment Services, and Frost Brokerage Services since 1999. Outside of her advisory role, she is a partner at Roe Family Farm, where she assists in raising crops and livestock. 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, comprehensive financial planning, and a variety of managed account programs implemented through the Fidelity Managed Account Xchange platform, combining in-house model portfolios with third-party managers.

Benjamin Ruiz is a financial advisor at Frost Investment Services with 10 years of industry experience. He holds a Series 63 designation and previously worked at JP Morgan Chase Bank and Axa Advisors. Ruiz also has experience in land surveying through his role at JJ Ruiz Land Surveying. 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 multi-manager investment approach supported by the Fidelity Managed Account Xchange platform.