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Michael R

Series 66

La Vista, NE

First Command Advisory Services

Michael Rouse is a financial advisor with First Command Advisory Services in La Vista, NE, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bancwest Investment Services, Bank of the West, Arbor Point Advisors, and Securities America. 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 model portfolio approach.

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

Series 63, Series 65

Beavercreek, OH

First Command Advisory Services

Ethan Sanderson is a financial advisor with First Command Advisory Services in Beavercreek, OH. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked with First Command Brokerage Services, Grubhub, Papa John's Pizza, and Sam's Club. 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 using a disciplined model portfolio approach.

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

Series 63, Series 65

Anchorage, AK

First Command Advisory Services

Mitchell Glasser is a financial advisor with First Command Advisory Services in Anchorage, AK, holding Series 63 and Series 65 licenses and with 25 years of industry experience. His prior roles include positions at Advisory Services Network LLC, TD Ameritrade, and Scottrade. Outside of his advisory work, he has served as a fitness instructor at The Alaska Club since 2022. 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 that utilize model portfolios managed by an internal 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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Kayla H

Series 63, Series 65

Warransburg, MO

First Command Advisory Services

Kayla Hemmesch is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. She served in the United States Air Force from 2016 to 2026 before joining 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 using model portfolios selected 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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Christopher C

CFP®, ChFC®, Series 66

Fort Worth, TX

First Command Advisory Services

Christopher Chapa is a CFP® and ChFC® with nine years of industry experience currently advising with First Command Advisory Services in Fort Worth, TX. He has been with First Command since 2017 and previously worked briefly at Crickets Bar & Grill. Chapa serves as a board member of The Peak International STEM Academy, where he is involved in setting long-term goals and policies for the school district. 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 centrally by an Investment Management Team, utilizing a range of 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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Kadri E

Series 63, Series 65

Arlington, VA

First Command Advisory Services

Kadri Emini is a financial advisor at First Command Advisory Services with one year of industry experience. They hold Series 63 and Series 65 credentials and have worked within various First Command entities since 2024. Prior to entering the advisory field, Kadri was involved with Auto Salloni 01 for ten years. 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 featuring model portfolios managed by an internal 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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Gerardo P

Series 63, Series 65

Aiea, HI

First Command Advisory Services

Gerardo Panetta is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with First Command in various capacities since 2007 and serves concurrently in the U.S. Marine Corps. First Command Advisory Services is an SEC-registered investment adviser that primarily 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, using a centralized Investment Management Team and Wealth Portfolio Managers to 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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Bethany B

Series 63, Series 65

Albuquerque, NM

First Command Advisory Services

Bethany Brandt is a financial advisor with First Command Advisory Services in Albuquerque, NM, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Command Brokerage Services, Inc. and First Command Insurance Services, Inc. Outside of finance, she works as an independent actor and is a music instructor at the School of Rock. 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 various wrap-fee asset management programs, using a centralized team to design and 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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James B

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

James Bade is a financial advisor at First Command Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command Financial Services since 2001. Bade is the owner of Bade Group LLC, a business established to separate First Command assets from his personal assets. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus 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.

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

Series 63, Series 65

Beaver Creek, OH

First Command Advisory Services

Matthew Copley is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has 22 years of experience in the United States Air Force and began his advisory career with First Command firms in 2024. 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 using model portfolios and third-party managers selected by an internal 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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Elizabeth N

Series 63, Series 65

Mt. Pleasant, SC

First Command Advisory Services

Elizabeth Nicolette is a financial advisor with First Command Advisory Services in Mt. Pleasant, SC. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining First Command, she worked at Wells Fargo in various roles from 2014 to 2017. 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 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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Marcia P

Series 63, Series 65

Watertown, NY

First Command Advisory Services

Marcia Pistner is a financial advisor at First Command Advisory Services with four years of industry experience. She holds Series 63 and Series 65 licenses and has a background in financial planning dating back to 2006. Outside of her advisory role, she is a fitness instructor at the YMCA and teaches wreath-making classes, contributing proceeds to a local food pantry. First Command Advisory Services is an SEC-registered adviser serving individual, 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 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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Jane P

Series 63, Series 65

Burlington, VT

First Command Advisory Services

Jane Pettit Castor is a financial advisor at First Command Advisory Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual and State Farm. Outside of her advisory role, she serves as Treasurer for the Viking Diamond Club booster organization and owns a small business, JPC Services, LLC. 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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Christopher M

Series 65, Series 63

Metairie, LA

First Command Advisory Services

Christopher Montz is a financial advisor with First Command Advisory Services in Metairie, LA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to entering the financial advisory field, Montz served 33 years in the US Air Force and Louisiana Air National Guard. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage portfolios.

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

Series 66

Anacortes, WA

First Command Advisory Services

Kelley Conley is a financial advisor with First Command Advisory Services and holds a Series 66 credential. Conley has four years of industry experience, including roles at First Command Advisory Services, First Command Insurance Services, and First Command Brokerage Services. Prior to joining the firm, Conley held various positions in academia and retail. 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 using model portfolios and third-party managers selected by an internal 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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Cody H

Series 66, Series 63

Fort Worth, TX

First Command Advisory Services

Cody Howe is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining First Command, he worked at Robinhood Markets, Inc. and Fidelity Brokerage Services LLC. First Command Advisory Services is an SEC-registered 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 centralized teams that select 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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Annette M

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Annette Medley is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has experience working in the financial services industry since 2013, including roles at MassMutual, New York Life, and First Command. Outside of her advisory work, she also operates as a certified life coach and works as a Lyft driver. 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.

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

Series 65, Series 63

El Paso, TX

First Command Advisory Services

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.

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

Series 66

Glendale, AZ

First Command Advisory Services

Timothy Trimmell is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked since 2021. He has five years of experience in the financial industry and previously served in the U.S. Air Force for 33 years. He is also the owner of Tim Trimmell Wealth Management LLC, which he plans to operate beginning in 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, with investment management conducted through a centralized team that selects 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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Russell C

CFP®, Series 63, Series 65

Virginia Beach, VA

First Command Advisory Services

Russell Clarke is a CFP® professional with 29 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked at affiliated First Command entities since 1996. Outside of his advisory role, he serves as comptroller for Hope Lutheran Church in Virginia Beach, where he tracks financial expenditures and income. 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 to select 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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