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Stephen S

Series 66

Huntsville, AL

First Command Advisory Services

Stephen Stasevich is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and previously served in various roles within the U.S. Army, including at the Army Futures Command and Joint Staff J7. 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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Liam Paul G

Series 63, Series 65

Stafford, VA

First Command Advisory Services

Liam Paul Godbold is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica/WFG and Lytos Technologies. He also serves as an engineer officer in the Virginia 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 using a centralized Investment Management Team and Wealth Portfolio Managers to select 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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Peter W

CFP®, Series 63, Series 65

Beavercreek, OH

First Command Advisory Services

Peter Whelan is a CFP®-certified financial advisor with 21 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been associated with First Command Financial Services and First Command Financial Planning since 2005. Whelan is also the president of Whelan Financial Services, LLC, a sole member LLC established to facilitate his business operations with First Command. 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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Vaughn B

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Vaughn Badenhorst is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. Prior to joining First Command, he worked at Capestrand Financial Group, LLC and has experience in the financial planning and insurance sectors. Outside of his advisory role, he manages education and training retreats for Project Sanctuary. 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 featuring centrally managed model portfolios and a discretionary investment management structure.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Casey Griffin is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining First Command in 2025, he worked at Farpointe Wealth Advisors and Cetera, among other firms. He serves as Secretary on the board of the Lakeview Point Municipal Utility District of Palo Pinto County. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporations, 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 a centralized Investment Management Team to select and manage portfolios with discretionary authority granted by clients.

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

Series 63, Series 65

Gilbert, AZ

First Command Advisory Services

Juan Garcia is a financial advisor with First Command Advisory Services in Gilbert, AZ, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes service with the Naval War College and Seventh Fleet. Outside of his advisory role, Garcia serves as a conditioning coach for the ASU High School Boys Soccer Team. 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 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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Jason J

Series 66

Beavercreek, OH

First Command Advisory Services

Jason Jukes is a financial advisor at First Command Advisory Services in Beavercreek, OH, holding a Series 66 license with five years of industry experience. His prior work includes service in the United States Air Force from 2012 to 2021 and roles across various First Command entities since 2020. He is also the owner of Jukes Financial LLC, a financial business established to manage his 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 and Wealth Portfolio Managers to design and manage model portfolios and third-party managers within a defined operational structure.

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

Series 63, Series 66

Pensacola, FL

First Command Advisory Services

Corey Lessmann is a financial advisor at First Command Advisory Services with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with First Command Financial Services since 2011. He is based in Pensacola, FL. 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, using 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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Kyle D

CFP®, Series 66

Fort Worth, TX

First Command Advisory Services

Kyle Dawson is a CERTIFIED FINANCIAL PLANNER™ professional at First Command Advisory Services with 22 years of industry experience. He has been with First Command Advisory Services since 2015 and previously worked at First Command Financial Planning Inc. Dawson is involved in his local community through a finance review role at Cleburne Bible Church, where he evaluates financial reporting and documentation. 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 comprehensive financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers 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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Erik B

ChFC®, Series 66

Anchorage, AK

First Command Advisory Services

Erik Bruce is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. Bruce has worked with First Command affiliated firms since 2014. 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 a centralized Investment Management Team to design and manage model portfolios through a discretionary investment process.

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

CFP®, Series 65, Series 63

San Diego, CA

First Command Advisory Services

James Amerman is a CFP®-certified financial advisor with 10 years of industry experience, currently with First Command Advisory Services. His prior roles include positions at Fortress Wealth Management, Westmount Asset Management, and Precision Roth Conversion. He is also an instructor for the California Society of CPAs, where he creates educational content on Roth strategies and engages with participants during quarterly sessions. First Command Advisory Services serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive 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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Gustavo C

Series 63, Series 65

Shalimar, FL

First Command Advisory Services

Gustavo Corte is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background as a Master Sergeant in the US Air Force, where he served for 22 years. Outside of his advisory role, Gustavo owns and operates a seasonal Christmas light installation business. 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 and monitors portfolios using a platform-based approach.

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

ChFC®, Series 63, Series 65

Alvarado, TX

First Command Advisory Services

Eric Schuster is a financial advisor with First Command Advisory Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience, having worked at First Command and its affiliated entities since 2002. Schuster is also the owner and president of Schuhouse Financial Services, Inc., where he manages his independent contractor status with First Command. 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 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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Rashan M

Series 65, Series 63

Mount Laurel, NJ

First Command Advisory Services

Rashan Mc Rae is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and previously served 30 years in the US Army and US Army Reserve. 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, using a centralized Investment Management Team to design and manage model portfolios across various investment vehicles.

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

Series 66

Newport News, VA

First Command Advisory Services

Mark Amman is a financial advisor with First Command Advisory Services holding a Series 66 credential and seven years of industry experience. His career has been exclusively with First Command entities since 2019. Outside of finance, he has been involved in the restaurant industry with roles at Amber Ox Public House, Old City BBQ, and Green Leafe Cafe. 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 provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select 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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William S

Series 66

Newport News, VA

First Command Advisory Services

William Shiang is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and previously served in the United States Air Force from 2018 to 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 offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with a disciplined manager selection process.

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

Series 66

Fort Worth, TX

First Command Advisory Services

Ryan Risko is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. 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 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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Randy O

CFP®, ChFC®, Series 63, Series 65

Kempton, IL

First Command Advisory Services

Randy Outhouse is a CFP® and ChFC® with 15 years of experience in financial services, currently serving at First Command Advisory Services since 2015. He also has a role helping to manage a family business, Linden View Farm, and serves as an interim Deacon on the board of St. John's Lutheran Church. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate, and charitable clients, with particular attention to 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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Daniel K

Series 65, Series 63

Clarksville, TN

First Command Advisory Services

Daniel Kleinmeyer is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 credentials and three years of industry experience. He previously worked at U.S. Bancorp Investments, U.S. Bank, and Bank of America. He is also president of the NEHS Volleyball Booster Club in Clarksville, TN, where he is involved in fundraising and event coordination. 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 managed through a centralized Investment Management Team with an emphasis on in-person financial coaching.

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

Series 65, Series 63

Town and Country, MO

First Command Advisory Services

Jackson Lessmann is a financial advisor with First Command Advisory Services in Town and Country, MO, holding Series 65 and Series 63 credentials with two years of industry experience. His prior roles include positions at various First Command entities and Advisor Seekers, as well as teaching roles at the University of South Alabama and Enterprise State Community College. 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 oversee model portfolios and third-party manager selections.

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