August Gildner II is a CFA® charterholder associated with Frost Investment Services in San Antonio, TX. He joined the firm in 2026 and has prior experience at the Law Office of Myra Camille McCluer Gildner, PLLC, Motion Control Enterprises, Inc., TestEquity, and Growco Capital. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm combines enterprise-scale resources with a unique affiliation to a banking institution, managing approximately $3.7 billion in client assets through a network of nearly 180 advisors.

Gregory Schorp is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Blackridge since 2022 and has been associated with Peak Brokerage Services since 2017. Outside of his advisory role, he is an owner of a mineral lease. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management, including access to model portfolios and third-party managers, supported by a multi-office structure and a variety of platform partnerships.

Leanne Ethridge is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and 20 years of industry experience. She has worked at Frost Bank and Frost Brokerage Services since 2004. Outside of her advisory role, she is co-owner of Cast & Blast Gals, LLC, a company focused on outdoor women's products. 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 platform that integrates model portfolios with third-party managers and incorporates fundamental, technical, and cyclical research.

Zachary Seaman is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Frost Brokerage Services, MWA Financial Services, Modern Woodmen of America, and Enterprise Holdings. Frost Investment Services advises individual and corporate clients, including high-net-worth households, providing investment advisory and portfolio management services. The firm operates an enterprise advisory platform with approximately 179 advisors managing around $3.7 billion in client assets and is notable for its affiliation with a banking institution.

Lucy Cisneros is a financial advisor at Frost Investment Services with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various Frost entities since 2014, including Frost Brokerage Services and Frost Bank. 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 combination of proprietary and third-party model portfolios through the Fidelity Managed Account Xchange platform.

Jason Leal is a financial advisor at Forum Financial Management, LP with six years of industry experience. He holds a Series 65 designation and has prior experience at Eaglestone Holdings, LLC, Centage, Xenex Disinfection Services, Valero Energy Corporation, and Bechtel Corporation. Outside of his advisory role, Leal serves as a non-paid board member and advisor to Kinetic Kids, Inc., a non-profit organization providing sports and education programs to children with disabilities. Forum Financial Management, LP offers fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Christopher Walsh is a financial advisor with Frost Investment Services in San Antonio, TX. He holds a Series 66 designation and has 29 years of industry experience, including 16 years at Citigroup Global Markets and more recent work at Frost Brokerage Services, Inc. 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 managed account programs, utilizing a combination of model portfolios and third-party managers through the Fidelity Managed Account Xchange platform.

Victor Ayala is a financial advisor at Frost Investment Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab and TD Waterhouse Investor Services. Frost Investment Services provides investment advisory and portfolio management services to individual 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.

Amy Rowe Stahl is a financial advisor with Frost Investment Services, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and multiple BBVA entities, where she worked from 2013 to 2021. Frost Investment Services serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, comprehensive financial planning, and various managed account programs. The firm employs a multi-disciplinary investment process and offers tax and ESG overlay services, operating as a subsidiary of Frost Bank within the Cullen/Frost Bankers group.

Austin Kroll is a financial advisor at 1900 Wealth in San Antonio, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at Frost Investment Services and Frost Bank, where he worked for over a decade. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations, providing financial planning, consulting, and investment management using a strategic asset allocation approach. The firm utilizes low-cost ETFs and mutual funds for diversified portfolios and also offers family office services and managed portfolios through sub-advisers.

Veronica Payne is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has worked with Frost National Bank and Frost Brokerage Services, Inc. since 2008 and joined Frost Investment Services in 2017. Frost Investment Services serves individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management through a multi-advisor enterprise platform managing approximately $3.7 billion in assets. Its affiliation with a banking institution and a compensation model based primarily on assets under management distinguish the firm's operating structure.

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.

Jamie Johnson is a financial advisor with Global View Capital Management LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Global View Capital Management and its affiliate in 2025, Johnson worked at Transamerica Financial Advisors, World Financial Group, and several other financial firms. Outside of advising, Johnson serves as treasurer for a local chapter of Business Networking International and manages an insurance agency. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and infrastructure.

Alma Alcoser is a financial advisor at Frost Investment Services with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors. Outside of her advisory role, she assists with bookkeeping at Ace Oilfield Deliveries in San Antonio. 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 combination of fundamental, technical, and cyclical research in its investment process.

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 financial advisor at Frost Investment Services with six years of industry experience. She holds a Series 66 designation and has been with Frost Brokerage Services since 2019. Prior to her advisory role, she worked at Emler Swim School and Target, and she attended St. Edwards University. 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.

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 held roles at NYLIFE Securities LLC, New York Life Insurance Co, and Eagle Strategies. Outside of his advisory work, he owns a photography and videography company, Jordan Moments LLC, and a T-shirt printing business called Die Hard Addicts. Wealth Watch Advisors serves a diverse client base including individuals, institutions, and other registered investment advisers. The firm employs a range of investment strategies through approved third-party model managers and offers services such as portfolio management, financial planning, and consulting.