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Erin Z

Series 63, Series 65

Charleston, SC

First Command Advisory Services

Erin Zumwalt is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. She has one year of industry experience and previously served 21 years in the U.S. Navy. Outside of financial services, she is involved in Word of Mouth Catering. 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.

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

Series 66

N. Charleston, SC

First Command Advisory Services

William Stewart is a Series 66-licensed advisor with First Command Advisory Services, bringing five years of industry experience. Prior to his financial services career, he served 25 years in the United States Army. He has been with First Command in various roles since 2019. 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 portfolios constructed from 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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Eric G

Series 63, Series 65

Charleston, SC

First Command Advisory Services

Eric Gonzalez is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and no prior industry experience. He has a 20-year background in the U.S. Coast Guard and has worked at several firms, including Pharos Group and Metris Global. 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 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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Jonathan H

CFP®, Series 66

N Charleston, SC

First Command Advisory Services

Jonathan Hutson is a CFP® professional with eight years of industry experience, currently serving at First Command Advisory Services. He has been with First Command in various roles since 2018 and is also affiliated with the College of Charleston. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with particular attention to 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 to manage 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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Thomas C

Series 63, Series 65

N Charleston, SC

First Command Advisory Services

Thomas Crittenden is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with First Command Advisory Services since 2015 and concurrently serves in the Air National Guard. In addition to his advisory role, Crittenden is an airline pilot for Delta Air Lines and teaches undergraduate Business and Management courses as adjunct faculty at multiple universities. 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 centrally by an Investment Management Team and Wealth Portfolio Managers, using model portfolios composed 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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Timothy V

Series 66

N. Charleston, SC

First Command Advisory Services

Timothy Vichaivattana is a Series 66 licensed financial advisor with six years at First Command Advisory Services and affiliated firms. He has five years of industry experience, preceded by eleven years of service in the United States Navy. 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 centralized teams using prescreened third-party managers and 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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