Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Ernesto H
Series 63, Series 65
Indianapolis, IN
First Command Advisory Services
Ernesto Hernandez is a financial advisor with First Command Advisory Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has been with First Command Advisory Services and related entities since 2014. Hernandez serves as a board member at McCordsville Community Church, where he advises on executive decisions and financial matters. 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.
Donald B
Series 66
Stafford, VA
First Command Advisory Services
Donald Burklew is a financial advisor with First Command Advisory Services holding a Series 66 designation. He has one year of industry experience with prior roles at First Command Insurance Services and First Command Brokerage Services, as well as experience at MOII and positions related to George Mason University, Mantech, and Mary Washington University. 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 wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Connor B
Series 63, Series 65
Biloxi, MS
First Command Advisory Services
Connor Bashaw is a financial advisor with First Command Advisory Services in Biloxi, MS. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command, he served in the United States Navy from 2019 to 2024. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and third-party manager selections.
Thomas R
CFP®, ChFC®, Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Thomas Rush is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding the CFP® and ChFC® designations with 41 years of industry experience. He has been associated with various entities within the First Command group since 1984. Outside of his advisory work, he is the owner and president of IHG, Inc., a business he has managed since 1984. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporations, 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, utilizing a centralized investment management team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.
Robert S
CFP®, Series 63, Series 65
Fairfax, VA
First Command Advisory Services
Robert Smith is a CFP® professional with 32 years of experience in financial advising, currently with First Command Advisory Services since 2015. He has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1994. Outside of his advisory work, he serves as an Executive Pastor at Impact Church in Centerville, VA, where he performs religious ceremonies and offers pastoral counseling. 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 provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor portfolios from approved fund universes and third-party managers.
William D
Series 63, Series 65
Mooresville, NC
First Command Advisory Services
William Dunlop Jr. is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes service with the City of New York Fire Department and Centennial Security Integration. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Jason H
Series 65, Series 63
Virginia Beach, VA
First Command Advisory Services
Jason Hopkins is a financial advisor with First Command Advisory Services in Virginia Beach, VA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory roles, Hopkins served 22 years as a Military Officer in the United States Coast Guard, where he has been a Strategic Advisor for the past four years. 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 and Wealth Portfolio Managers.
Oscar R
Series 66
El Paso, TX
First Command Advisory Services
Oscar Romero is a financial advisor with First Command Advisory Services in El Paso, TX, holding a Series 66 credential and six years of industry experience. He previously served 20 years in the United States Army before joining First Command in 2019. Romero is also the owner of Romero Planning Services LLC, an investment-related business based in El Paso. 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 offers financial planning and multiple wrap-fee asset management programs managed centrally by its Investment Management Team and Wealth Portfolio Managers.
Joshua S
Series 66
Pensacola, FL
First Command Advisory Services
Joshua Sharp is a financial advisor with First Command Advisory Services holding a Series 66 designation and five years of industry experience. He serves as an adjunct instructor in Macroeconomics at Pensacola State College and is a Human Resources NCO in the United States Army Reserves. Prior to his current role, Sharp worked in various positions including with Titan Machinery Inc. and AmeriPride Linen Services. 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 multiple wrap-fee asset management programs, utilizing centrally managed model portfolios and third-party managers within a primarily employee-owned structure.
Eugene L
Series 66
Huntsville, AL
First Command Advisory Services
Eugene Lesinski is a financial advisor with First Command Advisory Services in Huntsville, Alabama. He holds a Series 66 designation and has five years of industry experience, including prior roles at Lockheed Martin and the United States Military Academy. Lesinski is also the owner of Peepop LLC, a non-investment-related business. 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, offering financial planning and multiple wrap-fee asset management programs managed through centralized teams.
Michael T
CFP®, ChFC®, Series 63, Series 65
Mt Pleasant, SC
First Command Advisory Services
Michael Theres is a CFP® and ChFC® with 27 years of industry experience. He has been with First Command Advisory Services since 2015 and has held various roles within affiliated entities of First Command since 1999. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using selected third-party managers and model portfolios.
Marshall L
CFP®, ChFC®, Series 66
Enterprise, AL
First Command Advisory Services
Marshall Lane is a financial advisor with First Command Advisory Services in Enterprise, AL, holding the CFP® and ChFC® designations and Series 66 license. He has five years of industry experience, including prior service in the United States Marine Corps from 2016 to 2020. Lane is also the owner of Lead from the Front LLC, a pass-through entity used for business expense management. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Tamara P
Series 63, Series 65
Abilene, TX
First Command Advisory Services
Tamara Pizzeck is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 designations and previously worked with Wylie ISD. Outside of her advisory role, she serves as Treasurer for the Dyess Spouses Club, a nonprofit supporting military families. 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 provides financial planning and wrap-fee asset management programs with discretionary portfolio management conducted by a centralized Investment Management Team.
Shea G
Series 66
Clarksville, TN
First Command Advisory Services
Shea Galvez Durian is a Series 66-licensed advisor with First Command Advisory Services, where he has worked since 2022. He has four years of industry experience and has held positions across several subsidiaries of First Command. Prior to this, his work experience includes roles at Boeing, Ann Taylor, and California State Polytechnic University. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.
Morgan A
Series 66
Aberdeen, NC
First Command Advisory Services
Morgan Andregg is a financial advisor with First Command Advisory Services, holding a Series 66 designation and four years of industry experience. Prior to joining First Command, Morgan has worked in various roles including positions at the University of Washington Tacoma, Defiance Law PLLC, and service in the Army National Guard. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized 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.
Byron R
Series 63, Series 65
Killeen, TX
First Command Advisory Services
Byron Rogers is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with First Command Advisory Services and First Command Financial Planning, Inc. since 2015. Outside of his advisory role, he owns an LLC that supports his First Command business operations. 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 that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Benjamin M
Series 63, Series 65
Papillion, NE
First Command Advisory Services
Benjamin Meyer is a financial advisor with First Command Advisory Services in Papillion, Nebraska. He holds Series 63 and Series 65 registrations and has been with First Command Brokerage Services Inc. since 2025. Prior to his advisory role, he served four years in the United States Marine Corps and worked in other occupations including at Domino's Pizza. 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 multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects model portfolios and third-party managers from approved lists.
Katrina G
Series 66
Clarksville, TN
First Command Advisory Services
Katrina Guerrero is a financial advisor with First Command Advisory Services holding a Series 66 designation and six years of industry experience. Her work history includes roles at various First Command entities since 2020 and involvement with Church With U from 2017 to 2021. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.
Tyler W
Series 66
Indian Harbour Beach, FL
First Command Advisory Services
Tyler Witzel is a financial advisor with First Command Advisory Services in Indian Harbour Beach, FL, holding a Series 66 designation and seven years of industry experience. He has worked extensively with various entities within the First Command organization since 2018 and served in the U.S. Army from 2015 to 2019. Outside of his advisory role, he operates Tyler Witzel LLC, which he uses to manage his First Command business 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 that selects and monitors model portfolios and third-party managers from approved universes.
Abigail D
Series 66
Shalimar, FL
First Command Advisory Services
Abigail Devera is a financial advisor with First Command Advisory Services and holds a Series 66 designation. She has nine years of industry experience, having worked with various entities within the First Command organization since 2012, including First Command Insurance Services and First Command Financial Planning. 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters