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Joseph F

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Joseph Freiesleben is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to his advisory role, he served 23 years in the United States Air Force. In addition to his financial work, he officiates high school and collegiate baseball games as an umpire. 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, managing portfolios 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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Jessica W

Series 66

Fredericksburg, VA

First Command Advisory Services

Jessica Wolford is a financial advisor with First Command Advisory Services in Fredericksburg, VA, holding a Series 66 designation and four years of industry experience. She has worked exclusively with various entities of First Command since 2021. Wolford serves as treasurer for the Spotswood Elementary School PTO, where she oversees budgeting and financial reporting. 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 multiple wrap-fee asset management programs utilizing model portfolios and third-party managers 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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Kimberly S

Series 66

Fort Worth, TX

First Command Advisory Services

Kimberly Schwinler is a Series 66 licensed financial advisor with eight years of industry experience. She has been with First Command Advisory Services and related entities since 2017. Prior to her financial advisory career, she worked at Minot State University and Lake Region State College for over two decades combined. 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, utilizing a centralized investment management team to select and monitor portfolios built from mutual funds, ETFs, and third-party managed accounts.

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

Series 66

Fort Worth, TX

First Command Advisory Services

Nicholas Gilewitch is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has worked with several related entities within the First Command family since 2015. Outside of his advisory role, he serves as Chief Financial Officer and Executive Producer for CG23 Films LLC, where he manages finances and oversees film production projects. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporations, 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 design and manage diversified 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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Alan B

Series 66

Oklahoma City, OK

First Command Advisory Services

Alan Butler is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and seven years of industry experience. He has been associated with various entities under First Command since 2018. Outside of his advisory role, Butler is involved in petroleum land management as an owner and vice president of business development at Willow Creek Resources, LLC. 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 provides 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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Christopher V

Series 66

San Antonio, TX

First Command Advisory Services

Christopher Vause is a financial advisor with First Command Advisory Services in San Antonio, TX, holding a Series 66 designation and nine years of industry experience. He has worked with multiple entities within First Command since 2016 and concurrently serves as Deputy Division G4 with the Texas Army 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 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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Charles S

Series 66

Cary, NC

First Command Advisory Services

Charles Stratton is a financial advisor with First Command Advisory Services in Cary, NC. He holds a Series 66 designation and has five years of industry experience. Prior to his financial career, Stratton served 11 years in the U.S. 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 provides 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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Jill P

Series 63, Series 65

O'Fallon, IL

First Command Advisory Services

Jill Pietrusinski is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with First Command in various capacities since 2001. Outside of her advisory role, she serves as chair of the International Visioning Facilitation Council, a volunteer organization that supports strategic planning for Rotary Clubs globally. 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.

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

Series 65, Series 63

Alrington, VA

First Command Advisory Services

Mohammad Maroof Ziaey is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has less than one year of industry experience and prior work history includes roles at Turbo Tax, Blueprint Schools Network, and Primerica Financial Services. 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 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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Denis P

Series 66

Colonial Heights, VA

First Command Advisory Services

Denis Porter is a financial advisor at First Command Advisory Services with five years of industry experience and holds a Series 66 designation. He has a background that includes service in the United States Army Reserves since 2013, where he serves as an Executive Officer overseeing operational, administrative, and logistical tasks. His prior experience also includes roles at First Command Brokerage and Insurance Services, as well as operating a kayak tour business. 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 provides 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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David S

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

David Semonian is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at USAA Financial Advisors, E*TRADE Securities, and E*TRADE Capital Management. 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 through a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from prescreened lists.

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

Series 65, Series 63

Biloxi, MS

First Command Advisory Services

Douglas Harrison is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. He has one year of experience in the financial industry, having previously served 30 years in the U.S. Coast Guard and four years at Wilco Construction. 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 select 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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Charles D

Series 63, Series 65

Edgewater, MD

First Command Advisory Services

Charles Dixon is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command Advisory Services since 2015 and also maintains roles at affiliated First Command entities since 2014. Outside of his advisory work, Dixon serves as Treasurer of the United States Naval Academy Alumni Association Annapolis Chapter and Vice President of the United States Naval Academy Class of 1979 board. He is also owner of Dixon Financial Group LLC and holds leadership roles in his local church and community organizations. First Command Advisory Services, Inc. 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 wrap-fee asset management programs using centralized portfolio management and prescreened third-party managers, emphasizing in-person financial 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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Harriett D

Series 66

Virginia Beach, VA

First Command Advisory Services

Harriett Dolan is a financial advisor with First Command Advisory Services in Virginia Beach, VA. She holds a Series 66 designation and has five years of industry experience, all with various entities within the First Command organization since 2015. 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.

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

Series 66

Estero, FL

First Command Advisory Services

Kimberly Fuchs is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has worked in various roles within First Command firms since 2021, as well as at BlueWater Federal Solutions and Global Resource Solutions. 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 manage model portfolios through 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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Jonathan S

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Jonathan Soriano is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has recently transitioned from military service, including four years with the United States Marine Corps. Prior to joining First Command, he held positions within First Command Brokerage Services and First Command Insurance Services. 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 various wrap-fee asset management programs, featuring 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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Douglas O

Series 63, Series 65

Hinesville, GA

First Command Advisory Services

Douglas Overbey is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 2015. 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 a range of financial planning and wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers, utilizing 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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Becky K

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Becky Kruitbosch is a financial advisor at First Command Advisory Services in Fort Worth, TX, with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wayfair for ten years before joining First Command. First Command Advisory Services is an SEC-registered firm serving 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 that utilize centralized portfolio management 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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Bryce M

Series 66

Fort Worth, TX

First Command Advisory Services

Bryce Maxson is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has worked with First Command and its related entities since 2014. Maxson is also the owner of Maxson Financial Group, LLC, where he provides full financial planning services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs using model portfolios 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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David L

Series 66

Pensacola, FL

First Command Advisory Services

David Larsen is a Series 66-registered financial advisor with First Command Advisory Services, where he has worked since 2013, accumulating 12 years of industry experience. He also holds roles as treasurer for two homeowners associations and is a shareholder in a firearms and ammunition manufacturing company. Larsen serves as a board member of the Krewe of Andres de Pez. 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 portfolios through discretionary authority.

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