Jason Bergheger

Marylynn Ford is a Series 65-licensed financial advisor with LifeSteps Financial, where she has worked for 14 years. She is part of a seven-advisor team based in Richland, MO. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, focusing on asset allocation and diversification through ETFs and tactical adjustments while offering additional services such as bill payment and a short-term cash management program.

Mary Morrison is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. She has one year of industry experience and served in the U.S. Navy for several years prior to her financial services career. 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 multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal investment management team.

Mark Verry is an advisor with First Command Advisory Services holding Series 65 and Series 63 designations. He has experience spanning a combined 4 years with First Command Brokerage Services, First Command Advisory Services, and First Command Insurance Services, and previously served 24 years in the United States Army. First Command Advisory Services is an SEC-registered investment adviser that serves 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 centrally by an Investment Management Team and Wealth Portfolio Managers.

Jamie Carpenter is a financial advisor with First Command Advisory Services and holds the Series 66 designation. He has seven years of industry experience, including roles at First Command and Infuze Credit Union. Carpenter also owns Jamie Carpenter & Associates, a financial planning business. 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 various wrap-fee asset management programs managed through a centralized team that selects model portfolios and third-party managers.

Travis Williams is a financial advisor with First Command Advisory Services in St. Robert, Missouri, holding a Series 66 designation and six years of industry experience. He has worked at various First Command entities since 2019 and previously at Bosch and Giant Cement. Williams is also the owner of Travis S Williams & Associates LLC, a business established to support his work with First Command. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers.

Michael Hamer is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously served six years in the United States Air Force. Outside of his advisory role, he owns Michael Hamer and Associates, an independent contract business related to his duties at First Command. 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 multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios.