Cassandra Jean Benson

Jose Perales is the principal advisor at Retire Lab LLC, holding Series 65 and Series 63 licenses with 18 years of industry experience. He has worked at firms including USAA Financial Advisors and Forthright Capital Advisory. Outside of his advisory work, Perales manages a local football league, Fierce Sports Nation, which organizes tournament-style events and fundraising activities. Retire Lab LLC, operating in Texas as Teachers Financial Group, provides investment management, financial and retirement planning services primarily for individuals, high-net-worth clients, public employees, and retirement plan sponsors. The firm offers discretionary portfolio management tailored to client goals and coordinates with other professionals as requested.

Jeremiah Sanchez is a financial advisor at Crescendo Wealth Group LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Victory Capital, and Bukaty Financial. Sanchez is also the owner of Crescendo Private Wealth Advisory, LLC, an independent licensed insurance agency currently without active business. Crescendo Wealth Group LLC serves individual clients and pension/profit-sharing plans with portfolio management and pension consulting. The firm uses a long-term investment approach based on fundamental and cyclical analysis, modern portfolio theory, and quantitative techniques, typically managing accounts on a discretionary or non-discretionary basis.

Nathan Quinlan is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses and previously served in the United States Air Force for 22 years. Quinlan has worked with various First Command entities since 2023. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from approved mutual funds, ETFs, and third-party managers.

Christopher Vause is a financial advisor with First Command Advisory Services in San Antonio, TX, holding a Series 66 designation and nine years of industry experience. He has worked with multiple entities within First Command since 2016 and concurrently serves as Deputy Division G4 with the Texas Army National Guard. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Elizabeth Braman is a financial advisor at First Command Advisory Services with four years of industry experience. She holds a Series 66 credential and has been affiliated with First Command Insurance Services, Advisory Services, and Brokerage Services since 2022. Outside of her advisory role, she operates a violin instruction business and works as a travel agent specializing in Disney vacations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Dominic Stanford is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework when recommending strategies.