David Bonney is a Certified Financial Planner (CFP®) with over 30 years of industry experience. He has been affiliated with First Command Advisory Services since 2015 and has worked with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1996. He is based in San Antonio, TX. 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, utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Christie George is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and nine years of industry experience. She has worked at First Command in various advisory and financial planning roles since 2015. In addition to her primary role, she serves as President and Treasurer of CLGeorge, LLC, where she provides financial planning and advising as an independent contractor. 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, using a centralized Investment Management Team to design and monitor model portfolios and select approved third-party managers.

Miranda Chenoweth is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and having one year of industry experience. She has been affiliated with multiple First Command entities since 2024. Outside of her advisory role, she serves as Secretary/Treasurer for the Pikes Peak Region Law Enforcement Family Support Group and as Secondary Treasurer for Boy Scouts of America Troop 0062, both nonprofit organizations. First Command Advisory Services, Inc. is an SEC-registered firm 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, employing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers.

Timothy Ryder is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. His prior work includes eight years at Equity Services Inc and current affiliation with Grand Canyon University. He also serves as Power of Attorney for his mother. 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 a centralized Investment Management Team.

Lisa Kim is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and three years of industry experience. She has previously worked at Impact Partnership Wealth, New Perspective Financial Solutions, and is involved with Baltimore Hire Power and the Korean American Grocers Association, serving on their boards. Her activities include supporting job training and placement as well as volunteering for nonprofit events. 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 multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Kelly Gorreck is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds the Series 66 designation and has worked exclusively within the First Command family of companies since 2018. Outside of her advisory role, Gorreck owns and operates KG Services LLC, which serves as the tax and liability protection entity for her financial advisory business. 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 provides financial planning and multiple wrap-fee asset management programs, delivering discretionary portfolio management through a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Samsel II is a financial advisor with First Command Advisory Services in Sumter, SC. He holds a Series 66 designation and has six years of industry experience. Prior to joining First Command, he served in the United States Air Force from 2016 to 2018 and worked briefly at Eaton. 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 using centralized portfolio management and a selection of approved third-party managers.

Steven Loos is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. He has a background that includes nearly three decades in the U.S. Army and tenure at First Command-affiliated firms since 2018. Loos serves as a board member for the Knights of Columbus in Temple, TX. 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 financial planning and multiple wrap-fee asset management programs managed by centralized teams using model portfolios and approved third-party managers.

Catina Ruiz is a Certified Financial Planner® with over 22 years of experience in the financial services industry. She has been with First Command Advisory Services and its affiliated entities since 2004. Ruiz is based in Fayetteville, NC, and holds Series 63 and Series 65 licenses. 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 selecting preapproved third-party managers.

J Audley Marzo is a Series 66-licensed financial advisor with five years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. Prior to this, he worked at Xceed Financial Credit Union for four years. Marzo is also the owner and sole proprietor of Marzo Financial Services. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Daly is a financial advisor at First Command Advisory Services with 21 years of industry experience. He has been with First Command-affiliated firms since 2005 and holds Series 63 and Series 65 licenses. Daly serves as a board member for Vet Partners, a nonprofit organization supporting veterinary practice consultants and professionals. 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 comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select model portfolios and third-party managers.

Joseph Norris is a financial advisor with First Command Advisory Services. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at various First Command entities and other companies across different sectors. 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, employing a centralized investment management team that selects model portfolios and third-party managers from approved lists.

Kristina Patt is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Burlington, MA. She has been with First Command and its affiliated entities since 2017, working across advisory and insurance 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 offers financial planning and multiple wrap-fee asset management programs featuring centrally managed model portfolios and preapproved third-party managers.

Raquel Salas Bramasco is a CFP® professional with over 10 years of experience in financial advisory. She has been with First Command Advisory Services since 2015. First Command Advisory Services, Inc. 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 various wrap-fee asset management programs supported by a centralized Investment Management Team and Wealth Portfolio Managers who select and manage model portfolios using preapproved mutual funds, ETFs, and third-party managers.

Cindy Crow is a financial advisor with First Command Advisory Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with First Command Advisory Services since 2015 and has worked within affiliated First Command entities since 2012. 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 multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved third-party managers.

Elizabeth Braman is a financial advisor at First Command Advisory Services with four years of industry experience. She holds a Series 66 credential and has been affiliated with First Command Insurance Services, Advisory Services, and Brokerage Services since 2022. Outside of her advisory role, she operates a violin instruction business and works as a travel agent specializing in Disney vacations. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Troy Liddi is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining First Command, he worked at Knights of Columbus Asset Advisors and the Knights of Columbus. He serves as President of the Marine Executive Association, a nonprofit supporting veterans transitioning from active duty. 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 provides financial planning and multiple wrap-fee asset management programs, managed by a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from approved lists.

Naomi Files is a financial advisor at First Command Advisory Services with Series 66 credentials and two years of industry experience. She has held various roles within First Command since 2022 and is also employed as a project coordinator at Tatitlek Federal Services Inc. Additionally, she serves as a trustee for Nooma Church, where she oversees insurance coverage and corporate compliance matters. 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 financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment team for portfolio management and third-party manager selection.

Elisha Pope is a financial advisor with First Command Advisory Services in Cary, NC. She holds Series 63 and Series 65 licenses and has been with First Command in various capacities since 2025. Her prior work experience includes roles at Target, UPS, and the US Post Office. 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 model portfolios managed by a centralized Investment Management Team.

Mark Steffe is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been with First Command Financial Planning, Inc. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.