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James L

Series 66

Silverdale, WA

First Command Advisory Services

James Logan is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. Prior to his current role, he served eight years with the US Navy at the Puget Sound Naval Shipyard. He is involved in community and political organizations, serving as an officer for FairVote Washington and the Libertarian Party at both the county and state levels. First Command Advisory Services is an SEC-registered 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 various wrap-fee asset management programs, employing a centralized team for portfolio management and using a prescribed selection of 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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Aden G

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Aden Graves Muth is an advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has been with First Command and its related entities since 2026. Prior to joining the financial industry, his work experience includes positions at Federal Express Corporation, Costco Wholesale, and the University of Colorado at Colorado Springs. 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 who select 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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Brennan L

Series 63, Series 65

Panama City, FL

First Command Advisory Services

Brennan Laird is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. He has served in the US Army National Guard since 2014. Prior to his current role, his work history includes positions at Perk's Coffee Shot, Walmart, UPS, and the Oktibeha Sheriff's Department. 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 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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Austin C

Series 66

Woodbridge, VA

First Command Advisory Services

Austin Chester is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has five years of industry experience, including prior roles at Avalara and several affiliated First Command entities. Chester is the owner of Team Chester LLC, an entity related to his advisory commissions. First Command Advisory Services is an SEC-registered investment adviser that primarily 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, offering discretionary portfolio management through 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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Don C

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Don Crane is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. His work history includes multiple roles within First Command entities since 2015 and concurrent employment in plumbing and customer service at Home Depot. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, 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 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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Casper N

Series 66

Goldsboro, NC

First Command Advisory Services

Casper Nathe is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and has prior work experience with First Command Insurance Services, First Command Brokerage Services, and served six years in the United States Air Force. 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 various wrap-fee asset management programs that utilize 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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Anthony B

Series 66

Clinton Township, MI

First Command Advisory Services

Anthony Bloink is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. He has been with First Command in various capacities since 2016, including roles at affiliated entities such as First Command Insurance Services and First Command Financial Planning. Prior to his financial career, he worked for Richmond Community Schools for 16 years. Outside of his advisory work, he owns a small rental property business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate clients, and charitable organizations, 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 monitor model portfolios with discretionary authority under Investment Management Agreements.

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

Series 63, Series 65

Killeen, TX

First Command Advisory Services

John Corridon is a financial advisor with First Command Advisory Services in Killeen, TX. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to his current role, he held positions at various First Command entities and has work experience outside finance including roles at Home Depot and as a student. He also worked briefly in other industries including food service and property management. 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 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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Dustin B

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Dustin Bordelon is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has military experience serving in the United States Air Force from 2016 to 2026. Dustin began his advisory career with First Command 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 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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Douglas K

Series 66

Bellerose Village, NY

First Command Advisory Services

Douglas Keller is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including 10 years with First Command Advisory Services and its affiliated entities. Outside of his advisory role, he is the president of Harvest Capital Services Corp and co-founder of Unlock New Worlds, a start-up virtual reality 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 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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Allison P

Series 66

Manhattan, KS

First Command Advisory Services

Allison Polk is a Series 66 licensed financial advisor with seven years of industry experience. She is currently associated with First Command Advisory Services in Manhattan, KS, where she has worked since 2017. Prior to her financial services career, Allison spent a year with the Federal Bureau of Investigation and has experience in client-facing roles at Edward Jones and Giant Food. 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 through a centralized Investment Management 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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Kasey M

Series 66

Port Orange, FL

First Command Advisory Services

Kasey Mitchell is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked at First Command in various capacities since 2018, following prior roles in real estate and legal support. 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 team, emphasizing in-person 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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Ellie F

Series 66

Colorado Springs, CO

First Command Advisory Services

Ellie Fraga is a financial advisor at First Command Advisory Services with a Series 66 credential and two years of industry experience. Prior to her current role, she held positions at First Command Insurance Services, First Command Brokerage Services, and Carroll College. 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 centrally managed 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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Connor W

Series 63, Series 65

Anchorage, AK

First Command Advisory Services

Connor Wilson is an advisor with First Command Advisory Services in Anchorage, AK. He holds Series 63 and Series 65 licenses and has one year of experience in the financial industry. Prior to his advisory roles, he served 10 years in the U.S. Air Force. 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 model portfolios and a centralized investment management team, emphasizing discretionary manager selections and 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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Terence G

Series 63, Series 65, Series 66

Fort Worth, TX

First Command Advisory Services

Terence Graham is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63, Series 65, and Series 66 licenses and has 17 years of industry experience. His prior work includes roles at Lynx Services and Tarrant County Elections. 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 featuring model portfolios overseen 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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Mark N

Series 63, Series 65

San Diego, CA

First Command Advisory Services

Mark Nguyen is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as the Chief Financial Officer for Legendary Lion Dance, a community nonprofit organization managing payments, expenses, and tax filings. First Command Advisory Services is an SEC-registered firm 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 using model portfolios 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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Jessica B

Series 63, Series 65

Radcliff, KY

First Command Advisory Services

Jessica Blaisdell is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has served in the U.S. Army for eight years and has been with First Command in various capacities since 2013. Blaisdell is also Treasurer of the Fort Knox Spouses and Community Club, where she manages books and records for community scholarships and grants. 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 to design and monitor portfolios from a prescreened list of managers.

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

Series 66

Elberta, AL

First Command Advisory Services

Angelina Mc Lane is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has held various roles within the First Command organization since 2020. Prior to her financial services career, she worked in yoga instruction and wellness. 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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Cuicui R

Series 66

Lakewood, WA

First Command Advisory Services

Cuicui Randolph is a financial advisor with First Command Advisory Services, holding a Series 66 credential and four years of industry experience. She has worked in various roles within First Command entities since 2021 and also serves in the U.S. Army, where she has been a member for over 27 years. 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, delivering investment management through a centralized team and wealth portfolio managers who select and manage model portfolios using 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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Jon H

Series 66

Spokane, WA

First Command Advisory Services

Jon Howard is a financial advisor at First Command Advisory Services with a Series 66 designation and four years of industry experience. He has worked at several First Command entities since 2021 and serves as a Signal Officer in the US Army National Guard, where he plans training, conducts missions, and manages communications. 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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