Broadway Wealth Solutions

Robin Badillo is a financial advisor at Broadway Wealth Solutions with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Broadway Bank, Frost Bank, Bbva Securities Inc., Bbva Compass Insurance Agency, Inc., and COMPASS Bank. Outside of finance, he operates Robin Jade Photography, producing images for sports teams and families on an occasional basis. Broadway Wealth Solutions serves individual and retirement investors, including high-net-worth clients, by providing fee-based discretionary portfolio management, financial planning, and retirement rollover guidance. The firm emphasizes strategic asset allocation with tactical adjustments and employs a sub-advisory direct indexing program, operating as a bank-owned subsidiary with ties to a trust company and Broadway National Bank.

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 designation and two years of industry experience. He has worked at Broadway Wealth Solutions since 2022 and previously held positions at Broadway National Bank, Best Buy, and Diamond Concession. 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 emphasizes strategic asset allocation with tactical adjustments and operates as a bank-owned subsidiary with ties to a trust company and Broadway National Bank.

Khristene Cano is a financial advisor at Broadway Wealth Solutions with 15 years of industry experience. She holds the Series 66 designation and has worked at Broadway Wealth Solutions since 2018, following five years at BBVA Wealth Solutions Inc. and BBVA Securities Inc. Since 2024, she has served on the board of directors for the nonprofit organization Avance. 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 emphasizes strategic asset allocation with tactical adjustments and incorporates fundamental, technical, and cyclical analysis.

Christian Escamilla is a financial advisor with Broadway Wealth Solutions in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at Bank of America, N.A., Bank of America U.S. Trust, and BBVA Wealth Solutions. He also serves as Executive Vice President and Private Bank Integration Executive at Broadway Bank. 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 emphasizes strategic asset allocation with tactical adjustments and utilizes asset allocation models developed by an affiliated Investment Management Group.

Thomas Wright is a financial advisor at Broadway Wealth Solutions with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at USAA Financial Advisors, Inc. and USAA Investment Management Company. Outside of his advisory role, he is actively involved with the Financial Planning Association’s San Antonio Chapter, serving as Director of Partnerships, Treasurer, and President-Elect. 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’s investment approach combines strategic asset allocation with tactical adjustments and utilizes models from an affiliated Investment Management Group.

Ernesto Aguilar is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities LLC and CUNA Brokerage Services, Inc. Broadway Wealth Solutions serves individual and retirement investors, including high-net-worth clients, by offering fee-based discretionary portfolio management, integrated financial planning, and retirement rollover guidance. The firm emphasizes strategic asset allocation with tactical adjustments and operates as a bank-owned subsidiary with ties to a trust company and Broadway National Bank.

Harlee Holcomb is a financial advisor at Broadway Wealth Solutions with one year of industry experience. Holcomb holds a Series 65 designation and has worked at Broadway Wealth Solutions since 2022, including a prior period of employment at Broadway National Bank from 2018 to 2022. 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 emphasizes strategic asset allocation with tactical adjustments and offers a direct indexing program managed in partnership with a 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 11 years of industry experience. His prior roles include positions at Redwood Credit Union and CUSO Financial Services, LP since 2017, as well as Bank of America and Merrill from 2015 to 2017. 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 emphasizes strategic asset allocation with tactical adjustments and operates as a bank-owned subsidiary with ties to a trust company and Broadway National Bank.