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Colin W

Series 66

Fort Worth, TX

First Command Advisory Services

Colin Wright is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and five years of industry experience. His prior roles include positions at LPL Enterprise, Valic Financial Advisors, Jackson National Life Distributors, Allstate Insurance Company, and Edward Jones. 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 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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Steven S

Series 63, Series 65

Phoenix, AZ

First Command Advisory Services

Steven Schlegel is a financial advisor at First Command Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes roles at Sagepoint Financial, Commonwealth Financial Network, Krueger Financial Services, and Hornor, Townsend & Kent. 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 multiple wrap-fee asset management programs that utilize 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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Arnold C

Series 63, Series 65

Williamsburg, VA

First Command Advisory Services

Arnold Csan Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with First Command Advisory Services since 2015 and also with First Command Financial Planning, Inc. since 2014. Outside of his advisory role, he serves as Treasurer for the Skimino Landing Estates Owners Association, handling financial recordkeeping and reporting. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers, utilizing model 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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Rachel R

Series 66

Arlington, VA

First Command Advisory Services

Rachel Richardson is a financial advisor at First Command Advisory Services with six years of industry experience. She holds a Series 66 designation and has worked primarily at First Command-affiliated firms since 2020. Prior to her financial services career, she spent several years at St. Elizabeth Ann Seton School. 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, using an Investment Management Team to design and manage model 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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Mark B

Series 63, Series 65

Jacksonville Beach, FL

First Command Advisory Services

Mark Bergman is a financial advisor at First Command Advisory Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 2002. Outside of his advisory role, he is president of Bergman Consulting Inc., a non-investment-related 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 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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Jenny D

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Jenny Don Carlos is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has 17 years of industry experience. Her prior roles include positions at Smh Capital Advisors, Inc. and Sanders Morris Harris Inc., where she worked for 16 years. 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 and Wealth Portfolio Managers to design and manage diversified 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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Alexander R

Series 66

Alexandria, VA

First Command Advisory Services

Alexander Rossi is a financial advisor with First Command Advisory Services in Alexandria, VA, holding a Series 66 designation and 10 years of industry experience. He has worked with various First Command affiliated entities since 2016 and also owns Alex Rossi Financial Planning LLC. Outside of his advisory work, Rossi serves as treasurer for BNI Positive Power, a local referral group in Alexandria. 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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Eric K

ChFC®, Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Eric Keller is a ChFC® with 26 years of industry experience, currently serving as a financial advisor at First Command Advisory Services since 2015. He is based in Fort Worth, TX. Keller holds Series 63 and Series 65 licenses and has worked within the First Command organization for over a decade. 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 financial planning and multiple wrap-fee asset management programs, using centrally managed model portfolios and third-party managers selected by its 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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Nathan R

Series 63, Series 65

Silverdale, WA

First Command Advisory Services

Nathan Ringkamp is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 designations. He has no prior industry experience but served 20 years in the U.S. Marine Corps before joining First Command in 2025. 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 and monitors model portfolios and third-party managers from preapproved lists.

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

Series 66

Brighton, MI

First Command Advisory Services

Melissa Merem is a financial advisor with First Command Advisory Services and holds the Series 66 designation. She has two years of industry experience, including prior roles at Ameriprise and various First Command entities. Merem is also the owner of Merem & Co. LLC, an independent venture related to her advisory work. 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 manage 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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Michael A

Series 63, Series 65

Beavercreek, OH

First Command Advisory Services

Michael Amstutz is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, all with First Command entities since 2007. He is the owner of Mike Amstutz Financial Services LLC, a non-investment-related business structured as an S corporation. 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 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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Griffin G

Series 65, Series 63

Concord, NH

First Command Advisory Services

Griffin Gardner is a financial advisor with First Command Advisory Services and holds Series 65 and Series 63 credentials. He has one year of industry experience and has worked at multiple First Command entities since 2024. Prior to his advisory roles, he held various positions including work at Southern New Hampshire University and Green Acres Pet Resort. 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 offers wrap-fee asset management programs managed by a centralized Investment Management Team using a disciplined 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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Michael S

Series 63, Series 65

Jacksonville Beach, FL

First Command Advisory Services

Michael Siders is a financial advisor at First Command Advisory Services with 14 years of industry experience. He has been with First Command in various capacities since 2011, including his current role since 2015. Siders holds Series 63 and Series 65 licenses. 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, utilizing a centralized Investment Management Team to manage portfolios with a range of mutual funds, ETFs, 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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Ryan B

Series 63, Series 65

Wichita, KS

First Command Advisory Services

Ryan Babel is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously served in the United States Air Force from 2015 to 2026. 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 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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Christopher P

Series 65, Series 63

Garden Grove, CA

First Command Advisory Services

Christopher Perea is a financial advisor with First Command Advisory Services in Garden Grove, CA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining First Command, he worked at Amazon.com LLC for five years and the Adel Wiggins Group for another five years. 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 and Wealth Portfolio Managers 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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Ronald S

CFP®, Series 63, Series 65

Orange Park, FL

First Command Advisory Services

Ronald Scarborough Sr. is a CFP®-certified financial advisor with 25 years of industry experience. He has been affiliated with First Command Advisory Services since 2015 and also has long-standing roles with related First Command entities dating back to 2001. 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 a range of financial planning and wrap-fee asset management programs, utilizing 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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Kyle K

Series 66

Corpus Christi, TX

First Command Advisory Services

Kyle Kruger is a financial advisor with First Command Advisory Services in Corpus Christi, TX, holding a Series 66 credential and eight years of industry experience. He has worked exclusively with First Command entities since 2017 and has prior experience outside finance at Schlitterbahn Water Park. Kruger is co-owner of Chicken Dippin, a business specializing in manufacturing dipping containers for chicken wings, and serves as a board member with both the Corpus Christi Navy League and Junior Achievement. 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 using a disciplined selection and monitoring process.

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

Series 66

Shalimar, FL

First Command Advisory Services

Kelly Chizek is a financial advisor at First Command Advisory Services with six years of industry experience. She holds a Series 66 designation and has worked within various branches of First Command since 2019. Prior to her financial services career, she was employed by the Clark County and North Union Community School Districts. 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 wrap-fee asset management programs using 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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Spencer O

Series 66

Albuquerque, NM

First Command Advisory Services

Spencer Orr is a financial advisor with First Command Advisory Services in Albuquerque, NM, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Madison Avenue Securities, Mirau Capital Management, LPL Financial, and The Vanguard Group. Outside of finance, he has experience working in the food service industry with Sweet Tooth Desserts and BJ's Brewhouse. 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.

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

Series 66, Series 63

Fort Worth, TX

First Command Advisory Services

Calli Mcbee is a financial advisor with First Command Advisory Services, holding the Series 66 and Series 63 designations and bringing 17 years of industry experience. She previously worked at Stock USA Execution Services, Inc. for six years before joining her current firm. Based in Fort Worth, TX, her career has involved roles focused on financial services and investment execution. First Command Advisory Services is an SEC-registered 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 team, emphasizing model portfolios and approved third-party managers within an employee-owned structure.

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