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Shannon S

Series 66

Bossier City, LA

First Command Advisory Services

Shannon Singleton is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. Prior to joining First Command, Singleton served six years in the United States Air Force. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with discretionary authority.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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George C

Series 65, Series 63

Lakewood, WA

First Command Advisory Services

George Calbert is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining the firm, he served in the US Navy for 32 years. First Command Advisory Services, an SEC-registered investment adviser, serves 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 centrally by an Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jeremy R

Series 63, Series 65

Beaver Creek, OH

First Command Advisory Services

Jeremy Ross is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and no industry experience beyond his current role. Prior to joining the firm, he served in the U.S. Air Force for 20 years. 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 offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to manage portfolios from preapproved managers and model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Samuel F

Series 63, Series 65

Havelock, NC

First Command Advisory Services

Samuel Furna is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and two years of industry experience. His background includes military service in the United States Army and involvement in family investment and equipment rental businesses. Furna co-owns Furna Brothers Investments LLC, where he engages in property management and investment activities. 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 provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Claudia A

Series 63, Series 65

Clarksville, TN

First Command Advisory Services

Claudia Allen is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and two years of industry experience. Her background includes roles with First Command Insurance Services and First Command Brokerage Services, as well as military-related positions with the 2 Brigade 1-75 Cavalry and at military medical and entrance processing facilities. 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 offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers using a prescreened selection of mutual funds, ETFs, and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Douglas G

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Douglas Giddings is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior experience includes eight years at Merrill and he has been with First Command Financial Services since 2019. Outside of his advisory role, he is also a musician and freelance videographer, owning businesses that provide music for events and video production services. 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 offers financial planning and multiple wrap-fee asset management programs, with investment management delivered through a centralized team that selects model portfolios and third-party managers from prescreened lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Andrew H

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Andrew Hamsher is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining First Command, he worked for LPL Financial for 12 years. 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 offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Holden K

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Holden Kerns is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Balfour Beatty and Harley Davidson dealerships. 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 offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Richard W

Series 65, Series 63

Odenton, MD

First Command Advisory Services

Richard Weber is a financial advisor with First Command Advisory Services in Odenton, MD. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command, he served 22 years in the United States Marine Corps. He is also involved with Nexus Web Commerce LLC, a business activity outside the financial advisory field. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a special focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team using a disciplined portfolio construction and monitoring approach.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Brady H

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Brady Hackfeld is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Fidelity and Merrill before joining First Command Advisory Services in 2015. Outside of his advisory role, he serves as Director and Treasurer on the board of Town Church, overseeing legal compliance and financial stewardship. First Command Advisory Services is an SEC-registered firm that serves individuals, corporate, and charitable clients, with a particular 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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Santiago C

Series 63, Series 65

Davie, FL

First Command Advisory Services

Santiago Cruz is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his advisory role, he served in the U.S. Army at Fort Sill, Fort Bliss, and Cadet Command from 2013 to 2024. 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 provides financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select funds and third-party managers from approved lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Blace A

Series 66

Fort Worth, TX

First Command Advisory Services

Blace Albert is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. He previously served two separate terms in the U.S. Army before beginning his career at First Command in 2020. Outside of his advisory role, he serves on the boards of the Rotary Club of Fleming Island and Operation New Uniform, a nonprofit focused on assisting veterans transition to civilian careers. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding 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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Kristen G

Series 66

Sarasota, FL

First Command Advisory Services

Kristen Garcia is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has worked with First Command entities since 2021. Outside of her advisory role, she is an independent distributor for AdvoCare, a health and wellness network marketing company, a position she has held since 2011. 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, delivering investment management through centralized teams that select model portfolios and third-party managers from approved universes.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Christina R

CFP®, ChFC®, Series 63, Series 65

Wilmington, NC

First Command Advisory Services

Christina Rodriguez is a financial advisor with First Command Advisory Services, holding CFP® and ChFC® designations and industry licenses Series 63 and Series 65. She has 18 years of experience and has been with First Command and its affiliated entities since 2007. 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 provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who design and monitor model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Joseph M

CFP®, Series 63, Series 65

Jacksonville, NC

First Command Advisory Services

Joseph Mclaughlin is a CFP® professional with 32 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1994. Outside of his advisory role, he serves as a member of the North Carolina Capital Facilities Finance Agency Board of Directors. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and oversee model portfolios and third-party managers within a structured investment framework.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Karen F

CFP®, ChFC®, Series 63, Series 65

Camp Springs, MD

First Command Advisory Services

Karen Foley is a CFP® and ChFC® with 28 years of industry experience. She has been with First Command Advisory Services since 2015 and affiliated with related First Command entities since 1998. First Command Advisory Services, Inc. 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 design and manage its model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Anna Kay H

Series 66

Lawton, OK

First Command Advisory Services

Anna Kay Hamilton is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and serves as Treasurer on the board of the Air Defense Association. 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 through a centralized investment team and wealth portfolio managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jamie B

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Jamie Bartels Giddings is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at First Command and its affiliated entities since 2008. She is also the owner of Island in the Sun, Inc., a business established to operate First Command activities. 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 offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Patrick M

Series 65, Series 63

Universal City, TX

First Command Advisory Services

Patrick Marshall is a financial advisor with First Command Advisory Services in Universal City, TX. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to his financial advisory career, he served in the US Marine Corps for 26 years. He has no other notable outside business activities. 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 offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Mark Anthony C

Series 66

Fort Worth, TX

First Command Advisory Services

Mark Anthony Claudio is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served 23 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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