Cassandra Benson

Jeremiah Sanchez is a financial advisor at Crescendo Wealth Group LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Merrill Lynch, Victory Capital, and Bukaty Financial. He is also the owner of Crescendo Private Wealth Advisory, LLC, an independent licensed insurance agency that is currently inactive. Crescendo Wealth Group provides ongoing portfolio management for individual clients and consulting services to pension and employee benefit plans. The firm employs long-term investment strategies supported by quantitative methods and offers a range of investment vehicles while also directing clients to third-party managers when appropriate.

Marcus Zapata is a Series 66-licensed financial advisor with First Command Advisory Services in San Antonio, TX, where he has worked since 2017. He has eight years of industry experience, including prior roles at H&R Block and Alamo Insurance and Wealth Management. First Command serves a diverse client base, including individuals, high-net-worth, corporate, and charitable clients, offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products through affiliated entities. The firm provides structured, advisor-led planning engagements and manages discretionary portfolios using an in-house investment team.

Sheryl Vause is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. She has prior experience with First Command Brokerage Services and served in the United States Air Force for 20 years. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured, ongoing planning engagements alongside discretionary model portfolio management.

Nathan Quinlan is a financial advisor with First Command Advisory Services in San Antonio, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his financial services career, Quinlan served in the United States Air Force for 22 years. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that incorporates financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services engagement.

Seth Frank is a financial advisor with First Command Advisory Services in San Antonio, TX. He holds Series 63 and Series 65 licenses and has a 30-year career in the U.S. Air Force prior to entering the financial services industry. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships, face-to-face financial coaching, and specialized services for active-duty military clients.

Christopher Vause is a financial advisor with First Command Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked with various First Command entities since 2016 and concurrently serves as Deputy Division G4 in the Texas Army National Guard. First Command Advisory Services serves a diverse client base, including individual, high-net-worth, corporate, and charitable clients, through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, and insurance and banking products. The firm emphasizes advisor-led planning with structured engagements and offers specialized support for active-duty military clients.