James Stevens is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of experience with First Command in various advisory, insurance, and brokerage roles, following prior service in the Georgia Army National Guard. Stevens is also the owner of Blue J Enterprises, LLC, through which he operates his First Command business. 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 a range of wrap-fee asset management programs, delivering investment management through centralized teams and approved third-party managers, emphasizing in-person financial coaching and employee ownership.

Olivia Forde is a financial advisor with First Command Advisory Services in Colorado Springs, CO. She holds the CFP®, ChFC®, and Series 66 designations and has 11 years of industry experience, all with First Command. Outside of her advisory role, she is involved as an investor in short-term rental properties. 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.

Sean Obrien is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His work history includes roles at Principal Mutual Life Insurance Company, Principal Securities Inc., Symonds Wealth Management, Kestra Advisory, and First Command Brokerage Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a special 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 and Wealth Portfolio Managers using model portfolios and approved third-party managers.

Erin Haynes is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at the British Embassy and the Evolvin' Women Social Impact Organisation. First Command Advisory Services 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.

Jeremy Flynn is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. He has also operated Flynn's Financial Coaching since 2017, focusing on helping clients develop healthy money habits. Additionally, Flynn serves as an Army Reserve Career Counselor, a role he has maintained since 2009. 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 and Wealth Portfolio Managers for portfolio oversight and manager selection.

Melissa Pyle is a financial advisor at First Command Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at USAA Financial Advisors and Usaa Investment Management Company. Based in Fort Worth, TX, she has been with First Command Financial Services since 2020. 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, delivering investment management through a centralized team that selects from prescreened managers and model portfolios.

Christopher Moore is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He has experience in self-employment and served in the U.S. Air Force from 2015 to 2018. Outside of advisory work, he has been involved with Mockingbird Homes since 2018. First Command Advisory Services, Inc. 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 managed centrally by an Investment Management Team.

Tyler Sherwood is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds a Series 66 designation and joined the firm in 2025 after serving 21 years in the United States Air Force. Outside of advising, he works as a Business Development Manager for The Blue Collar Recruiter and Virtual Trade School, where he connects local businesses with recruiting 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and third-party managers.

Christien Hughes is a financial advisor with First Command Advisory Services in Houston, TX, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Merrill and various entities within First Command since 2016. He established an LLC unrelated to investment activities but has not engaged in operations for it. 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 model portfolios and third-party managers selected by a centralized Investment Management Team.

Terri Reeder is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked at several First Command affiliates since 2024. Prior to her financial services career, she held roles with Kelly Education and Carthage Central School District. 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 centrally by its Investment Management Team and Wealth Portfolio Managers.

Dave Mendez is a Series 66-licensed financial advisor with First Command Advisory Services in Fort Worth, TX, bringing eight years of industry experience. Prior to joining First Command, he served 30 years in the United States Air Force. He is also the sole agent of MGM HighFlyers LLC, an entity formed to run the District in Montgomery, Alabama. 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, delivering investment management through a centralized team and emphasizing in-person financial coaching.

John Mahoney is a financial advisor with First Command Advisory Services in Alexandria, VA. He holds Series 63 and Series 65 licenses and has experience working at the US Department of Defense from 2011 to 2024. He joined First Command Brokerage Services Inc. in 2026 and has a brief period of retirement between 2025 and 2026. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select preapproved third-party managers.

Christopher Bonham is a CFP® professional with 11 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Planning, Inc. since 2014. In 2024, he established CGB Financial, although it is not actively used for business operations at this time. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Travis Bowen is a financial advisor with First Command Advisory Services in Hinesville, GA, holding a Series 66 designation and four years of industry experience. He served in the U.S. Army for 23 years prior to his current role, and is also CEO of T Bowen Consulting, LLC, a non-investment-related business used for payroll purposes. 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 and Wealth Portfolio Managers using model portfolios and approved third-party managers.

Shawn Broe is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with First Command Advisory Services in Columbus, GA, where he has worked since 2016, including five years of prior service in the U.S. Army. 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 a range of wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios built from mutual funds, ETFs, and third-party managed accounts.

Stacy Blue is a financial advisor with First Command Advisory Services in Fairfax, VA, holding the CFP® designation and Series 65 and 63 licenses. She has two years of industry experience, including prior roles at First Command Insurance Services and Regions Bank. Stacy is also the owner of Blue Financial Services, LLC, her business entity connected with her advisory work. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Kucej is a financial advisor at First Command Advisory Services in Fort Worth, TX, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Command and its related entities since 2010. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who design and monitor model portfolios and select third-party managers from approved lists.

Timothy Schroth is a financial advisor with First Command Advisory Services in Alexandria, VA. He holds the ChFC® designation along with Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior roles include positions at the Department of Defense and S2 Analytical Solutions. 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 offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to oversee model portfolios and third-party manager selections.

Sonny Koahou is a financial advisor at First Command Advisory Services in Springfield, MO, holding a Series 66 designation with five years of industry experience. His professional background includes roles at Maverick FX, the United States Postal Service, and 25 years of service in the United States Army. 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, managing model portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Ma. Jessica Bellota is a Series 66 registered advisor with First Command Advisory Services in Arlington, VA, with two years of industry experience. She previously held roles at Togetech Inc. and Nessotech Inc., and currently serves as president and board member of Togetech Inc., a financial technology wallet service provider in the Philippines focused on financial inclusion and regulatory compliance oversight. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.