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James M

Series 65, Series 63

Goldsboro, NC

First Command Advisory Services

James Maples is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 credentials and previously served 11 years in the United States Air Force, continuing his military involvement as a maintenance supervisor with the Air Force Reserves. 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, utilizing a centralized Investment Management Team to design and manage model portfolios and select 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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Jesse C

Series 66

Great Falls, MT

First Command Advisory Services

Jesse Cameron is a financial advisor with First Command Advisory Services in Great Falls, MT, holding a Series 66 designation and 13 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2013. Outside of his advisory work, he owns JCAM Enterprises, a personal business LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, 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 select and monitor model portfolios and approved 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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Harvey P

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Harvey Pullen is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with First Command entities continuously since 1990, joining First Command Advisory Services in 2015. 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 to design and manage model portfolios from preapproved 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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David T

CFP®, Series 63

Summerville, SC

First Command Advisory Services

David Thompson Jr. is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services and First Command Financial Planning 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 offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors 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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Randy M

CFP®, ChFC®, Series 66

Fort Worth, TX

First Command Advisory Services

Randy Mills is a CFP® and ChFC® with seven years of industry experience, currently affiliated with First Command Advisory Services in Fort Worth, TX. He previously served six years in the U.S. Army before beginning his financial advising career at First Command in 2019. Mills is a participating member of Ironsides LLC and the sole member of RM4U LLC, which he uses to conduct advisor business activities. 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 team that selects and monitors approved 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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Robert B

Series 66

Universal City, TX

First Command Advisory Services

Robert Brister is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. He previously served in the U.S. Army for 20 years and is the owner of STATUS Family Financial, a firm providing payroll and tax services. Brister also oversees operations and finances at Hero First Real Estate. 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, using a centralized Investment Management Team and Wealth Portfolio Managers to design and monitor model portfolios constructed from mutual funds, ETFs, and third-party managed accounts.

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

Series 66

Gilbert, AZ

First Command Advisory Services

Jill Skelton is a financial advisor at First Command Advisory Services with three years of industry experience. She holds the Series 66 designation and has a background that includes roles in education and military service, having worked for several school districts and the Air 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

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

Series 63, Series 65

Montgomery, AL

First Command Advisory Services

Keith Henderson is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and beginning his advisory career in 2026. Prior to joining First Command, he served in the U.S. Navy for 28 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 wrap-fee asset management programs managed by a centralized Investment Management Team using model portfolios 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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Alexander A

Series 63, Series 65

Virginia Beach, VA

First Command Advisory Services

Alexander Aponte is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes eight years of service in the United States Coast Guard. He is also involved in the Active Reserve Program SELRES. 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 various financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage 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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John B

Series 65, Series 63

Jacksonville, NC

First Command Advisory Services

John Beraud is a financial advisor with First Command Advisory Services in Jacksonville, NC, holding Series 65 and Series 63 licenses. He has two years of industry experience, encompassing roles across First Command’s advisory, insurance, and brokerage services. Outside of finance, he has been involved with Ursa Domain Apparel from 2022 to 2025. 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 its 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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Arthur G

Series 66

Annapolis, MD

First Command Advisory Services

Arthur Gibb III is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked with First Command in various capacities since 2019. Gibb also serves as an adjunct professor at the U.S. Naval Academy and is a facilitator for Battlefield Leadership, which provides experiential leadership development workshops. 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 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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Thomas G

Series 66

Cheyenne, WY

First Command Advisory Services

Thomas Gagnon is a financial advisor with First Command Advisory Services, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with multiple First Command entities since 2016 and serves as an Air Liaison Officer for the Wyoming Air National Guard, providing advisory support for air operations. In addition to his advisory role, he supports a family business involved in management and contract support for private and governmental organizations. 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 various wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers for discretionary implementation.

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

Series 63, Series 66

Houston, TX

First Command Advisory Services

Justin Kibler is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Merrill, JPMorgan Securities LLC, and Citibank. 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 design and manage model portfolios and select approved 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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William N

CFP®, Series 66

Newport, RI

First Command Advisory Services

William Nolan is a CFP® professional with 13 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been associated with related First Command entities since 2013. 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 managed through a centralized team that selects and monitors model portfolios 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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Robert W

Series 63, Series 65

Pittsburgh, PA

First Command Advisory Services

Robert Wilson is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been employed as an on-air meteorologist with Hearst Communications Inc. since 2018. Additionally, he is a co-owner of Cinnaholic Pittsburgh, a business managed by his wife. 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 wrap-fee asset management programs utilizing model portfolios and third-party managers, with investment decisions made 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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Libna P

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Libna Pineda Vega is a financial advisor at First Command Advisory Services with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill and Bank of America. 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 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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Antonia P

Series 66

Orange Park, FL

First Command Advisory Services

Antonia Proctor is a financial advisor at First Command Advisory Services with three years of industry experience. She holds a Series 66 designation and has worked in various roles within First Command and prior firms, including Edward Jones and Bankers Life and Casualty. 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 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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Heather P

Series 66

Fort Worth, TX

First Command Advisory Services

Heather Panuco is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and 11 years of industry experience. Her career includes roles at Edward Jones and Huawei Technologies USA before joining First Command Financial Planning in 2018. 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, utilizing a centralized Investment Management Team to design and monitor model portfolios and select 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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John C

CFP®, ChFC®, Series 66

Manassas, VA

First Command Advisory Services

John Cranston is a CFP® and ChFC® professional with four years of experience in financial advising. He has served in various capacities at First Command Advisory Services, Inc. and affiliated entities since 2021. Prior to his financial career, he served 28 years in the United States Navy. He is also the owner of Octagon Strategies LLC, a business supporting his advisory activities. 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 that use model portfolios managed by centralized teams, emphasizing in-person financial coaching and an employee-ownership structure.

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

Series 66

Minot, ND

First Command Advisory Services

Gregory Barnhart is a financial advisor with First Command Advisory Services in Minot, ND. He holds a Series 66 designation and has seven years of industry experience. His work history includes roles at First Command entities and as a coach for Minot Public Schools. 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 that use model portfolios managed by a centralized Investment Management Team.

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