Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Robert M

CFP®, ChFC®, Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Robert Milmore is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently affiliated with First Command Advisory Services and serves as president of Milmore Advisory Group. Additionally, Milmore holds a military officer position in the US Army Reserves, where he is involved with USSPACECOM CHoPS; J3. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides 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
user avatar
firm logo

Yareli R

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Yareli Roudybush is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. Her background includes roles at Wells Fargo and various First Command entities as well as work outside the financial sector, including at the University of Arizona Global Campus. 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 a disciplined approach with preapproved managers and portfolios.

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

Jordan P

CFP®, ChFC®, Series 66

Fort Worth, TX

First Command Advisory Services

Jordan Patterson is a CFP®, ChFC®, and Series 66-licensed advisor with 11 years of industry experience, currently with First Command Advisory Services. He has been with the firm and its affiliated entity, First Command Financial Planning, Inc., since 2014. The firm primarily serves individuals, corporate, and charitable clients with a particular focus on active-duty service members and their families. First Command Advisory Services offers financial planning and multiple wrap-fee asset management programs that utilize 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
user avatar
firm logo

Timothy H

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Timothy Hyde is an advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience from his current roles at various First Command entities since 2025. Hyde also serves in the United States Air Force, a position he has held since 2004. 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 provides financial planning and multiple wrap-fee asset management programs, managing model portfolios and third-party managers through a centralized Investment Management Team.

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

Tina C

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Tina Caddell is a financial advisor at First Command Advisory Services with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with First Command Financial Planning, Inc. since 2015. 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, utilizing centralized investment management and a prescribed selection of third-party managers.

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

Adrian M

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Adrian Moon is an advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He has one year of industry experience and previously served four years in the United States Army. 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 provides financial planning and multiple wrap-fee asset management programs using model portfolios 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
user avatar
firm logo

Chalitda H

Series 66

Fort Worth, TX

First Command Advisory Services

Chalitda Hughes is a Series 66-registered financial advisor with First Command Advisory Services in Fort Worth, TX, with four years of industry experience. Her prior roles include work with First Command Insurance Services and First Command Brokerage Service, as well as experience as a tutor and involvement with fitness-related activities. She serves as Treasurer on the board of the Monterey Bay Spouses Club, managing the organization’s finances and compliance. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable 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
user avatar
firm logo

John O

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

John Osarczuk Jr. is a financial advisor at First Command Advisory Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command-affiliated firms since 2004. Based in Fort Worth, TX, he has spent over a decade at First Command Advisory Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a strong 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 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
user avatar
firm logo

Annmarie T

Series 66

Fort Worth, TX

First Command Advisory Services

Annmarie Trombino is a Series 66-credentialed financial advisor with eight years of experience at First Command Advisory Services in Fort Worth, TX. Her career includes roles across multiple First Command entities since 2018 and prior experience in the hospitality industry. She is also the owner of Annmarie Trombino LLC, which is used solely for compensation purposes. 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 provides financial planning and wrap-fee asset management programs managed by an internal Investment Management Team using a disciplined, model-based approach.

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

Jacinto S

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Jacinto Serna is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory career, he served in the United States Military for 29 years. He is based in Fort Worth, TX. 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 provides 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
user avatar
firm logo

Amanda J

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Amanda Jenkins is a financial advisor at First Command Advisory Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates, Ameriprise Financial Services, and McDonald Partners. Based in Fort Worth, TX, she has been with First Command Brokerage Services 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, employing a centralized investment management team to design and manage model portfolios and select third-party managers.

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

Kayley N

Series 66

Fort Worth, TX

First Command Advisory Services

Kayley Neri is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and having nine years of industry experience. She has been with First Command in various capacities since 2017. Outside of her advisory role, she owns rental properties managed by a third party. 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.

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

William B

Series 66

Fort Worth, TX

First Command Advisory Services

William Barr is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and six years of industry experience. He previously served seven years in the U.S. Marine Corps before joining First Command Financial in 2017. Barr is also the owner of 8412 Financial Services LLC, a separate investment-related business. 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 various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and employee ownership.

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

Mark E

CFP®, Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Mark Ernst is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at First Command Advisory Services since 2024. He previously worked for TIAA-CREF and TIAA from 2015 to 2024. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize 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
user avatar
firm logo

Teresa D

Series 66

Fort Worth, TX

First Command Advisory Services

Teresa De Long is a Series 66 licensed financial advisor with First Command Advisory Services in Fort Worth, TX, where she has worked since 2023. She has three years of industry experience and prior work history in various sectors including insurance services and retail. Outside of her advisory role, she manages a rental property that was formerly her primary residence. 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 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
user avatar
firm logo

Brandon M

Series 66

Fort Worth, TX

First Command Advisory Services

Brandon Massey is a Series 66-licensed financial advisor with First Command Advisory Services in Fort Worth, TX, where he has worked since 2015. He has 21 years of industry experience and has held roles within multiple First Command entities, including Advisory Services, Brokerage Services, and Financial Planning. 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 various wrap-fee asset management programs, using a centralized Investment Management Team to design and 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
user avatar
firm logo

John B

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

John Bennett is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with First Command Financial Services and its affiliated entities since 1996. Bennett is also the owner of B G M LLC, an entity established to operate his First Command 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 multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from preapproved third-party managers.

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

Jonathon N

Series 66

Fort Worth, TX

First Command Advisory Services

Jonathon Na is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked in various roles within First Command since 2020. Prior to joining First Command, he held positions at BlackHawk Manufacturing Group and Strike Industries. 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, using a centralized Investment Management Team to select and manage portfolios.

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

Nancy G

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Nancy Gordon is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. She has one year of industry experience and previously worked for HG World Class Wireless, LLC for 14 years. 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 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
user avatar
firm logo

Jenny S

Series 66

Fort Worth, TX

First Command Advisory Services

Jenny Scaccia is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 66 designation and has prior experience in real estate as a realtor with Fathom Realty, LLC. She has also worked with several First Command entities since 2023. 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)