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Daniel L

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Daniel La Bar is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and two years of industry experience. Prior to his advisory role, he served in the United States Army from 2016 to 2023. He is the Chief Financial Officer of American Legion Post 501 and owns two financial consulting businesses that support his work as an independent contractor financial advisor. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with an emphasis on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring 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
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Yecal G

Series 66

Fort Worth, TX

First Command Advisory Services

Yecal Garrett is a Series 66 credentialed financial advisor with 21 years of industry experience, currently affiliated with First Command Advisory Services since 2015. He is the owner of 1989 Ventures LLC, which operates an eco-friendly kitchen supply business called The Bamboo Ladle in partnership with his spouse, and serves as an advisory board member for Hadrius, providing feedback on technology initiatives. 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 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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Marco C

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Marco Contreras is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with First Command Advisory Services since 2015 and previously worked with affiliated First Command entities starting in 2014. Contreras serves on the board of the Armed Services YMCA chapter in Twentynine Palms, CA. 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 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
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David S

CFP®, Series 66

Fort Worth, TX

First Command Advisory Services

David Slater is a CFP® certificant with 11 years of experience in financial advising at First Command Advisory Services in Fort Worth, TX. He has been with First Command since 2015 and holds Series 66 registration. Outside of his advisory role, he serves on the Board of Directors for the Enabling Peace in Iraq Center, where he helps guide organizational strategy and fundraising efforts. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using a centralized investment management team to design and manage portfolios.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Adam Creel is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his advisory role, he has served in the United States Marine Corps since 2004. Outside of advising, he is a partner and passive financial investor in a Crumbl Cookie franchise. 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, with investment decisions made 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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Joshua G

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Joshua Gray is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 designations. He has one year of industry experience following a 20-year career in the United States Air Force. Gray's background includes roles at several First Command entities since 2025. 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, emphasizing in-person financial coaching 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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William R

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

William Reynolds III is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with First Command and its affiliated entities since 2015. First Command Advisory Services is an SEC-registered 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 teams and prescreened 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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Canndice W

Series 66

Fort Worth, TX

First Command Advisory Services

Canndice Wooten is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. Prior to joining First Command, Wooten worked at JPMorgan Chase & Co and served 11 years in the US Army. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporations, 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, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers through discretionary authority.

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

CFA®, Series 66

Fort Worth, TX

First Command Advisory Services

Matthew Wiley is a CFA® charterholder and holds a Series 66 license, with six years of experience in the financial services industry. He has worked at First Command Financial Services since 2020 and previously spent 11 years at PlainsCapital Bank. Wiley serves as Treasurer and a board member for the DFW Airport Interfaith Chaplaincy, a nonprofit organization. He is affiliated with First Command Advisory Services, an SEC-registered 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 featuring model portfolios managed by an in-house 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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Nidhi T

CFP®, Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Nidhi Talati is a CFP® professional with 25 years of industry experience, currently serving at First Command Advisory Services in Fort Worth, TX. She has held roles at First Command Financial Services, Inc. since 2017 and previously worked with Primerica Advisors and Primerica Financial Services from 1998 to 2017. 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 comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team that selects and manages portfolios from approved 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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Norbert K

CFP®, ChFC®, Series 66

Fort Worth, TX

First Command Advisory Services

Norbert Karczewski is a CFP® and ChFC® with 13 years of experience in the financial services industry. He currently works at First Command Advisory Services and has held various roles within the First Command organizations since 2013, with prior experience at Navy Federal Financial Group and Magellan Federal. 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 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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Leif S

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Leif Svendsen is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and with 25 years of industry experience. He has worked at First Command Financial Planning, Inc. since 2014 and Hd Vest Investments Securities since 1999. 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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Jefferson D

Series 66

Fort Worth, TX

First Command Advisory Services

Jefferson Disla is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously served on active duty with the U.S. Army and in various roles at the Defense Finance and Accounting Service. 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 their 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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Kenneth S

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Kenneth Selby is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command, he served in various roles in the United States Army from 2014 to 2025. 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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Mark G

Series 66

Fort Worth, TX

First Command Advisory Services

Mark Goodrum is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has previously worked with USAA Investment Services and Mutual of Omaha. Outside of his advisory role, he is an author of fiction novels. 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 several wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage 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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David H

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

David Hunkins is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to his financial services career, he served with the Las Vegas Metro Police for 24 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 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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James J

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

James Janka is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James and Avantax. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers using 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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Susan B

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Susan Bolland is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has 12 years of industry experience, all with First Command Financial Planning Inc. since 2013. 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 a range of 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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James J

Series 66

Fort Worth, TX

First Command Advisory Services

James Jenkins II is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior roles include work with First Command Financial Services, self-employed writing and research, and a background in military service. 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 featuring model portfolios managed by a centralized investment 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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Marnie F

Series 66

Fort Worth, TX

First Command Advisory Services

Marnie Flynn is a Series 66 licensed financial advisor with nine years of industry experience, currently with First Command Advisory Services. She has worked at firms including Robinhood Markets, Charles Schwab, and First Command Financial Services. Outside of her advisory roles, she was involved with Junque to Jewels from 2018 to 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 offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor 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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