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Raul T

Series 66

Fort Worth, TX

First Command Advisory Services

Raul Torres is a financial advisor at First Command Advisory Services with five years of industry experience. He holds the Series 66 designation and previously served 30 years in the US Army. He has been affiliated with various entities within First Command since 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 provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team for portfolio management and emphasizing 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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Sarah W

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Sarah Wells is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. She has worked at First Command Financial Planning, Inc. since 2017 and previously spent time with Brian Petrando and Northwestern Mutual Investment Management. 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 using 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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Chenbing D

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Chenbing Dai is a financial advisor at First Command Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining First Command in 2025, he worked at Charles Schwab for five years and operated a sole proprietorship for one year. 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 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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Rebecca C

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Rebecca Cochran is a financial advisor at First Command Advisory Services with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has been with First Command Financial Services and its affiliates since 2007. She is based in Fort Worth, TX. 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 composed of model portfolios and third-party managers selected by an internal investment team.

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

Series 63

Fort Worth, TX

First Command Advisory Services

Richard Devero is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 63 designation and 14 years of industry experience. He previously worked with Northeastern Mutual Investment Services, LLC and Northwestern Mutual Life Insurance Company. He serves as Treasurer on the board of the Nolan Catholic High School Viking Club. 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 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 K

Series 66

Fort Worth, TX

First Command Advisory Services

Christopher Kearns is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of industry experience, including work at multiple First Command entities since 2020 and prior roles in automotive and hospitality sectors. 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 employing 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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Nicholas W

Series 66

Fort Worth, TX

First Command Advisory Services

Nicholas Wallace is a Series 66-credentialed financial advisor with First Command Advisory Services in Fort Worth, TX, bringing 10 years of industry experience. His prior roles include positions within First Command Insurance Services and First Command Financial Planning, as well as a one-year tenure at Enterprise Holdings. Outside of his advisory work, he serves in volunteer leadership roles including Secretary of the Navy League San Diego and Sponsorship Chair for La Mesa National Little League, and he is active with the Coast Guard Auxiliary and the Coast Guard City San Diego Committee. 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, utilizing model portfolios that include mutual funds, ETFs, and third-party managers selected 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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William B

ChFC®, Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

William Brewer is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has seven years of industry experience, including roles at First Command Brokerage Services and LD Lowe Wealth Advisory. Brewer is co-owner of BFD Kennels, where he helps raise and sell K9s. 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, employing centralized portfolio management and an employee-ownership structure.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Aasha Jones is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 registrations and 11 years of industry experience. Her prior work includes roles at Charles Schwab and Wells Fargo Clearing. 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 using 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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Ethan P

Series 66

Fort Worth, TX

First Command Advisory Services

Ethan Porter is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and previously served in the U.S. Army. Prior to his financial career, he worked with All About Trees INC and attended the University of North Georgia. 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 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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Sarah K

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Sarah Kim is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command, she worked in retail at Victoria's Secret & Co. and served in the Oklahoma National Guard for eight 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 provides 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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Daniel B

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Daniel Brown is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. from 2017 to 2025. 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, using a centralized Investment Management Team to design and manage 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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George R

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

George Robinson is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at Nationwide Securities, Inc., Nationwide Financial Network, LPL Financial, and First Command Brokerage Services. Outside of financial advising, he owns and operates Shadowbox Photo Booth, a photo booth rental business. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened 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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Rachel H

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Rachel Hallowell is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has worked primarily within various First Command entities since 1999, with brief tenures at Murdock Banner Financial Group and Cetera Advisors LLC. 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 using model portfolios managed centrally by an 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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Thomas R

CFP®, ChFC®, Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Thomas Rush is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding the CFP® and ChFC® designations with 41 years of industry experience. He has been associated with various entities within the First Command group since 1984. Outside of his advisory work, he is the owner and president of IHG, Inc., a business he has managed since 1984. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporations, 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, utilizing a centralized investment management team to design and manage model 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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Jacob N

Series 66

Fort Worth, TX

First Command Advisory Services

Jacob Norrell is a financial advisor at First Command Advisory Services with a Series 66 credential and one year of industry experience. Prior to joining First Command, he served in various operations support roles in the United States Air Force. First Command Advisory Services is an SEC-registered investment adviser that 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, delivering investment management through a centralized team that selects 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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Amy M

Series 66

Fort Worth, TX

First Command Advisory Services

Amy Marsh is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and nine years of industry experience. Her career includes roles at multiple First Command entities since 2017, as well as earlier experience at Rockwood Family and North Park University. 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 financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team using model portfolios and approved 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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Charles S

Series 66

Fort Worth, TX

First Command Advisory Services

Charles Still is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds the Series 66 designation and has worked at several affiliated entities of First Command since 2016. 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 using model portfolios constructed and 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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Reeder M

Series 65

Fort Worth, TX

First Command Advisory Services

Reeder Mengwasser is a financial advisor at First Command Advisory Services with a Series 65 designation and four years of industry experience. He previously worked at First Command Financial Services for seven years and attended Texas A&M University. First Command Advisory Services is an SEC-registered investment adviser that 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, using a centralized investment team to manage portfolios and select 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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Peter M

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Peter Mars is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Mass Mutual Investors Services, LPL Enterprise LLC, and Prudential Insurance Company of America. Outside of advisory work, he is involved with Kingdom Kulture Ministries and operates a consulting firm focused on coaching and fitness. 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 using prescreened 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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