Michael Crown

Victor Gomez is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Legend Advisory Corporation, Legend Equities Corporation, Lincoln Investment, and Agia. Outside of investment advisory, he is also an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and provides tax-aware and ESG overlay options.

Matthew Turner is a financial advisor at First Command Advisory Services with two years of industry experience. He holds the Series 63 and Series 65 licenses and also works as a Realtor with Keller Williams Realty. His prior work includes roles at Keller Williams and various other companies. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Courtney Craig is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Blake Brothers Service Corporation and H.C. Blake Company. 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, with investment decisions managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Jordan Nelson is a financial advisor with First Command Advisory Services in El Paso, TX, holding a Series 66 credential and eight years of industry experience. Prior to joining First Command Financial Planning in 2017, he served in the U.S. Army from 2014 to 2017. Nelson has a membership interest in Ironsides TX, LLC, which manages administrative functions for the First Command El Paso District. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving 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 delivered through a centralized Investment Management Team and Wealth Portfolio Managers who construct and manage model portfolios from prescreened fund and manager selections.

Jason Faras is a financial advisor with First Command Advisory Services in El Paso, TX, holding a Series 66 designation and three years of industry experience. Prior to his advisory career, he served in the United States Army for 23 years. Outside of his advisory work, he co-manages a residential rental property with his wife. 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, using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Robert Sweet is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Independent Financial Group since 2016. Outside of his advisory role, Sweet is involved in insurance sales, tax preparation, and notary services through several independent business activities. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.