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Sean T

ChFC®, Series 63, Series 65

Columbus, OH

First Command Advisory Services

Sean Tuttle is a financial advisor at First Command Advisory Services with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has been with First Command Advisory Services since 2015 and has worked within affiliated First Command entities since 2008. He is also the president of Sean A Tuttle Financial, an S Corporation associated with his advisory 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 through centralized investment teams and emphasizes in-person financial coaching.

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

Series 63, Series 65

Columbus, OH

First Command Advisory Services

Davon Calloway is a financial advisor with First Command Advisory Services in Columbus, OH, holding Series 63 and Series 65 licenses and having two years of industry experience. His background includes roles at multiple First Command entities along with prior work at Uber and several financial service firms. Outside of advisory work, he owns and operates Guiding Generations LLC 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 provides financial planning and various wrap-fee asset management programs using model portfolios managed by an internal 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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Karen L

Series 66

Columbus, OH

First Command Advisory Services

Karen Loomis is a financial advisor with First Command Advisory Services in Columbus, Ohio, holding a Series 66 designation and four years of industry experience. Prior to her current roles at First Command, she worked at NexFinancial Analytikos and the Defense Information Systems Agency. She is the owner of RBL Capital Company, an S-Corp supporting her independent contractor position at First Command, and serves as a trustee for her parents. 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, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers using approved 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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David C

Series 63, Series 65

Columbus, OH

First Command Advisory Services

David Cortez is a financial advisor with First Command Advisory Services in Columbus, Ohio, holding Series 63 and Series 65 designations and having two years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and third-party managers from approved lists.

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