Broadway Wealth Solutions

Robin Badillo is a financial advisor with Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes positions at Broadway Bank, Frost Bank, and BBVA Securities Inc. Outside of finance, he operates Robin Jade Photography, producing images for sports teams and families on a part-time basis. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and businesses, employing strategic asset allocation with tactical adjustments and customized portfolios.

Nicole Lopez is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, holding a Series 65 designation with four years of industry experience. Her prior roles include positions at Imperium Wealth Management and Chase, as well as work in the education and promotions sectors. Broadway Wealth Solutions serves individual and retirement investors, including high-net-worth clients, offering fee-based discretionary portfolio management, integrated financial planning, and retirement rollover guidance. The firm employs a strategic asset allocation approach with tactical adjustments and operates as a bank-owned subsidiary with connections to a trust company and Broadway National Bank.

Alfonso Charles is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Equitable Advisors, University Health System, and St. Mary's University. Broadway Wealth Solutions serves individual and retirement investors, including high-net-worth clients, by providing fee-based discretionary portfolio management, integrated financial planning, and retirement rollover guidance. The firm’s investment approach combines strategic asset allocation with tactical adjustments and utilizes fundamental, technical, and cyclical analysis.

Gayle Rodriguez is a Series 65 licensed financial advisor with eight years of industry experience. She has worked at Broadway Wealth Solutions since 2025 and previously held roles at Financial Engines Advisors L.L.C. and Edelman Financial Engines from 2015 to 2025. Broadway Wealth Solutions serves individual and retirement investors, including high-net-worth clients, by providing fee-based discretionary portfolio management, integrated financial planning, and retirement rollover guidance. The firm employs a strategic asset allocation approach with tactical adjustments and operates as a bank-owned subsidiary with ties to a trust company and Broadway National Bank.

Paul Figueroa is a financial advisor at Broadway Wealth Solutions with a Series 65 credential and three years of industry experience. Prior to joining Broadway Wealth Solutions in 2022, he worked at Broadway National Bank from 2019 to 2022, and has additional experience at Best Buy and Diamond Concession. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and integrated financial planning to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments, managing customized portfolios and providing specialized strategies such as direct indexing.

Khristene Cano is a financial advisor at Broadway Wealth Solutions with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including BBVA Wealth Solutions Inc., BBVA Securities Inc., Chase Investment Services Corp., and Wamu Investments, Inc. Since 2024, she has served as a board member of Avance, a nonprofit organization. Broadway Wealth Solutions provides discretionary and non-discretionary investment management and integrated financial planning to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and manages customized portfolios using a mix of mutual funds, individual securities, and cash positions.

Christian Escamilla is a financial advisor with Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Broadway Bank since 2020, serving as EVP of Wealth Management and Private Bank Integration Executive, and has prior experience with Bank of America U.S. Trust and BBVA. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and integrated financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes a strategic asset allocation approach supported by its affiliated Investment Management Group and provides specialized services such as direct indexing and rollover guidance.

Thomas Wright is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, with 10 years of industry experience and Series 63 and Series 65 licenses. He previously worked at USAA Financial Advisors, Inc. and USAA Investment Management Company. Wright is involved with the Financial Planning Association of San Antonio, serving in leadership roles including President-Elect. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and integrated financial planning services to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and manages customized portfolios, including specialized strategies like direct indexing.

Ernesto Aguilar is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 66 licenses with 18 years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. before joining Broadway Wealth Solutions. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and financial planning to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm’s investment approach focuses on strategic asset allocation with tactical adjustments and utilizes a range of asset models and specialized strategies such as direct indexing.

Harlee Holcomb is a Series 65-licensed financial advisor at Broadway Wealth Solutions with two years of industry experience. Prior to joining Broadway Wealth Solutions, Holcomb worked at Broadway National Bank for four years. Broadway Wealth Solutions provides investment management and financial planning services to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and offers specialized strategies such as direct indexing through an affiliated sub-advisor.

Michael Ryan Jr. is a financial advisor with Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Redwood Credit Union, CUSO Financial Services, Bank of America, and Merrill. Broadway Wealth Solutions provides discretionary and non-discretionary investment management and integrated financial planning to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and offers specialized services such as direct indexing through a sub-advisor relationship with First Trust Advisors LP.