Deshonna Mckinney is a financial advisor with Frost Investment Services in San Antonio, TX. She holds a Series 66 designation and has been with the Frost organization since 2018, including roles at Frost Bank and Frost Brokerage Services. Mckinney's experience in the industry spans approximately one year as a registered advisor. 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 with 179 advisors and approximately $3.7 billion in client assets, distinguished by its affiliation with a banking institution and a compensation model based primarily on assets under management.

Adrian Sotelo is a financial advisor at Frost Investment Services with 24 years of industry experience. He has held roles at Frost Brokerage Services, PNC Investments, and BBVA-affiliated firms, including BBVA Wealth Solutions and BBVA 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 multi-manager platform with fundamental, technical, and cyclical research.

Katherine Jaskinia is a CFP® professional with six years of experience in financial advising. She currently works at Forvis Mazars Wealth Advisors, LLC and has previously held roles at FORVIS Wealth Advisors, BKD Wealth Advisors, Frost Investment Services, and Frost Bank. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm employs a customized investment approach that combines active and passive strategies, emphasizing diversification, cost control, and long-term discipline, and operates as a subsidiary of a national accounting and professional services firm.

Alma Alcoser is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Frost Brokerage Services in 2022, Alma worked for Wells Fargo Advisors for 10 years. Outside of her advisory role, she assists with bookkeeping for an oilfield service company in her local community. Frost Investment Services serves a diverse client base, including individual and high-net-worth households as well as corporate clients, offering investment advisory and portfolio management services. The firm operates as an enterprise advisory platform affiliated with a banking institution, managing approximately $3.7 billion in client assets across nearly 180 advisors.

Leigh Coughran is a financial advisor at Frost Investment Services with 14 years of industry experience. He holds a Series 63 designation and has worked with Frost Brokerage Services since 2002 and Frost National Bank since 2000. 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 in-house model portfolios and third-party managers, with additional services including tax and ESG overlays.

Roxanne Salinas is a financial advisor at Frost Investment Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Bank of America, Merrill, and JPMorgan Chase. Frost Investment Services serves individual and corporate clients, including high-net-worth households, providing investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with a bank affiliation, managing approximately $3.7 billion in client assets across about 179 advisors.

Carina Diaz is a Series 66-licensed financial advisor at Frost Investment Services with seven years of industry experience. She has been with Frost Brokerage Services since 2019 and previously worked at Emler Swim School and TARGET. Frost Investment Services serves both 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 notable affiliation to a banking institution, managing approximately $3.7 billion in client assets across 179 advisors.

Amaury De Barros Conti is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, with 26 years of industry experience. He has been with Sendero Wealth Management since 2012 and holds the Series 63 and Series 65 designations. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions, generally focusing on clients with $3 million or more in investable assets. The firm employs a structured guidance process and client-specific investment policies, using a mix of active and passive strategies alongside a due-diligence program for third-party managers.

Jordan Hyde is a financial advisor at Wealth Watch Advisors, Inc with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory role, he owns and operates a photography and videography business as well as a t-shirt printing company. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical methods in managing portfolios, utilizing both third-party model managers and approved alternative private placements.

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.

Michael Collier is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His career includes roles at Frost Bank and Frost Brokerage Services since 2018, as well as previous positions at Wells Fargo Clearing and Wells Fargo Bank N.A. from 2010 to 2018. Frost Investment Services provides investment advisory and portfolio management to individual clients, including high-net-worth households, as well as corporate and business clients. The firm combines an enterprise advisory platform with a banking affiliation, managing approximately $3.7 billion in client assets across roughly 179 advisors.

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.

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.

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.

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.

David Blanco is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of finance, he owns and operates a single vending machine business in Austin, TX. Frost Investment Services provides advisory and portfolio management services to individual and corporate clients, including high-net-worth households. The firm combines enterprise scale with a unique affiliation to a banking institution, overseeing approximately $3.7 billion in client assets.

Scott Mcmillian is a CERTIFIED FINANCIAL PLANNER™ professional with 26 years of industry experience. He is affiliated with Sendero Wealth Management, LLC in San Antonio, TX, where he has worked since 2007. His career includes roles at Sendero Securities, LLC, reflecting a long tenure within affiliated firms. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, primarily those with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers investment management, family office and foundation services, and multi-generational legacy planning through an open-architecture approach that combines active, passive, and alternative investments.

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.

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.

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.