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Aurora S

Series 66

Williamsburg, VA

First Command Advisory Services

Aurora Streeter is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds a Series 66 credential and has worked at First Command in various roles since 2017, including time at Wells Fargo Clearing and the University of Maryland University College. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable focus on active-duty service members and their families. The firm offers financial planning and multiple 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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Michael P

ChFC®, Series 63, Series 65

Louisville, KY

First Command Advisory Services

Michael Parker is a financial advisor at First Command Advisory Services with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Parker has been with First Command Financial Services and related entities since 1991. 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 managed portfolio programs 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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Savannah V

Series 63, Series 65

Watertown, NY

First Command Advisory Services

Savannah Van Slyke is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles within various First Command entities and service in the United States Army Reserve. 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 comprehensive 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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Kadri L

CFP®, ChFC®, Series 66

Fort Worth, TX

First Command Advisory Services

Kadri Lindemann is a CFP® and ChFC® with eight years of industry experience, currently serving at First Command Advisory Services in Fort Worth, TX. She has held multiple roles within the First Command family of companies since 2018 and was previously employed at Moody AFB Non-Appropriated Funds. Outside of her advisory work, Lindemann is an owner of KLRD Cactus & Coast, LLC, a non-investment business formed for occasional home rental liability coverage. 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 various wrap-fee asset management programs utilizing model portfolios and third-party managers approved 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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Jeremy B

Series 66

Silverdale, WA

First Command Advisory Services

Jeremy Burrier is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and has worked at First Command in various capacities since 2018. Prior to his current role, he was employed by the Central Kitsap School District and has been affiliated with Philosophia & Co. since 2017. 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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Jeremy N

Series 66

Roswell, GA

First Command Advisory Services

Jeremy Newton is a financial advisor at First Command Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James, LPL Enterprise, and Triad Advisors. Newton also co-founded Giddyup Gear, a venture he managed for ten 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, delivering investment management 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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Quiana D

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Quiana Davis is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has seven years of industry experience, previously working at firms including Edward Jones, Robinhood, TD Ameritrade, and Scottrade. Outside of financial services, she works as a delivery driver for Uber Eats and DoorDash. First Command Advisory Services 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 featuring 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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Jerry B

Series 65, Series 63

Oklahoma City, OK

First Command Advisory Services

Jerry Bolster is a financial advisor with First Command Advisory Services in Oklahoma City, holding Series 65 and Series 63 licenses with two years of industry experience. He previously worked at TriCorps Security for 15 years and serves in the Oklahoma Air National Guard since 2003. 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 various 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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Carrie V

Series 65, Series 63

Stafford, VA

First Command Advisory Services

Carrie Van Gundy is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles within multiple First Command entities and independent contractor work. Outside of finance, she has experience as a homemaker and has been involved with Braehead Farm. 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 and manage portfolios from approved 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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Diana F

Series 63, Series 66

Miami, FL

First Command Advisory Services

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

CFP®, Series 63, Series 65

Manhattan, KS

First Command Advisory Services

Daniel Seemann is a financial advisor with First Command Advisory Services in Manhattan, KS, holding CFP® and ChFC® designations and over 33 years of industry experience. He has worked with First Command since 1992 and currently serves as a fiduciary payee for the US Veterans Administration. Outside of advising, he is president of Prairie Wynds Construction, Inc., a residential and commercial construction company. 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 provides financial planning and wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage portfolios using 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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Bryson S

Series 66

Williamsburg, VA

First Command Advisory Services

Bryson Spangler is a financial advisor with First Command Advisory Services in Williamsburg, VA. He holds the Series 66 designation and has three years of industry experience. Prior to his advisory role, he served in the U.S. Coast Guard from 2016 to 2023. 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 wrap-fee asset management programs using model portfolios built from mutual funds, ETFs, 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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David C

Series 63, Series 65

Bossier City, LA

First Command Advisory Services

David Campbell is a financial advisor at First Command Advisory Services with three years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including J.P. Morgan Securities, Gibsland Bank & Trust Financial Services, and Tucker Asset Management. Before entering the financial industry, he served in the U.S. Army for 18 years and worked with Caddo Parish Schools in the JROTC program. 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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Michael B

Series 63, Series 65

Davie, FL

First Command Advisory Services

Michael Brown is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with First Command Advisory Services since 2015 and has also worked at affiliated First Command entities since 2007. Brown is the owner of MGENTRY LLC, an investment-related business established in 2024. 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.

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

Series 63, Series 65

Westbrook, ME

First Command Advisory Services

Chad Wyrwicz is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at First Command Financial Services, 101 Mobility, Handy Man Rentals, and Artas Designs. 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 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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Christopher H

Series 63, Series 65

Dayton, OH

First Command Advisory Services

Christopher Henn is a financial advisor with First Command Advisory Services in Dayton, OH. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Henn has been with First Command Advisory Services since 2015 and has been affiliated with related First Command entities since 2004. He is also the sole member of Christopher Henn LLC, a business involved in holding leases, paying employees, and supporting First Command 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 and Wealth Portfolio Managers to design and manage model portfolios from preapproved funds 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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Jeffery N

Series 66

Shalimar, FL

First Command Advisory Services

Jeffery Noe Jr. is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and previously worked six years at Pratt & Whitney. His career at First Command includes roles across advisory, insurance, and brokerage services. 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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Alexander F

Series 66

Oklahoma City, OK

First Command Advisory Services

Alexander Frank is a financial advisor with First Command Advisory Services in Oklahoma City, OK. He holds a Series 66 designation and has four years of industry experience. His background includes service in the United States Air Force from 2008 to 2021 and work with the Oklahoma Tax Commission. 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.

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

Series 66

Richmond Hill, GA

First Command Advisory Services

Andrew Stipp is a financial advisor at First Command Advisory Services with two years of industry experience. He holds the Series 66 designation and previously served 11 years in the US Army. Outside of finance, he coaches CrossFit classes at Down Home CrossFit and owns Aces & Weights, LLC, a business handling commission revenue and payroll. 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 centralized teams using a disciplined manager selection process.

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

Series 65, Series 63

Columbus, GA

First Command Advisory Services

Emily Reynolds is a financial advisor at First Command Advisory Services in Columbus, GA, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior work includes service in the United States Army from 2011 to 2021. 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, 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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