Curtis Ross is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2004. Outside of his advisory role, he is a partner in Pony Express Advisors, LLC, a First Command district partnership. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that features financial planning, discretionary asset management, brokerage, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching with structured 12-month planning engagements and uses an in-house team to manage discretionary asset management portfolios based on fundamental analysis and modern portfolio theory.

Jeffrey Garten is a financial advisor with Ameriprise in Powersville, Missouri, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Waddell & Reed and Ameriprise Financial Services. Outside of finance, he is involved in operating a family farm and serves as Vice President on the Board of Directors for the Powersville Cemetery Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.