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Brianna F

Series 63, Series 65

Dover, DE

First Command Advisory Services

Brianna Felts is a financial advisor at First Command Advisory Services with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has been with First Command since 2015. Outside of her advisory role, she manages Bri Marie LLC, a business entity established to support her activities at First Command. First Command Advisory Services serves individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, implementing investment management through a centralized team and Wealth Portfolio Managers who select preapproved managers and portfolios.

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

Series 66

Dover, DE

First Command Advisory Services

Alexandra Olah is a financial advisor at First Command Advisory Services with five years of industry experience and holds a Series 66 designation. She has served as a volunteer attorney at Delaware Law School and previously worked with the State of Delaware’s Division of Substance Abuse and Mental Health. Olah also owns Olah Corp, which supports her advisory business. 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 various wrap-fee asset management programs, using a centralized investment management team to design and manage model portfolios with discretionary authority under an investment management agreement.

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

Series 63, Series 65

Dover, DE

First Command Advisory Services

Kimberly Provo is a financial advisor at First Command Advisory Services with 25 years of experience in the industry. She holds Series 63 and Series 65 credentials and has been with First Command since 2001. Outside of financial advising, she owns and operates a salon business and manages leasing suites through a separate enterprise. 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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