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

Jessica Z

Series 63, Series 65

Stafford, VA

First Command Advisory Services

Jessica Ziegelbauer is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 registrations. She has 19 years of industry experience, including more than 11 years with First Command Advisory Services and over 20 years with First Command Financial Planning, Inc. Outside of her advisory work, she is involved in freelance modeling and design styling. 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 that utilize 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
user avatar
firm logo

Vanessa C

Series 63, Series 65

Stafford, VA

First Command Advisory Services

Vanessa Chambers is a financial advisor with First Command Advisory Services in Stafford, VA, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with First Command and its affiliated entities since 2015. Chambers serves as a board member for DonateStock Charitable, overseeing business operations and governance. 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 a range of wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios through disciplined selection of 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
user avatar
firm logo

Christine C

CFP®, Series 63, Series 66

Stafford, VA

First Command Advisory Services

Christine Cortes is a CFP® professional with 25 years of industry experience, currently serving at First Command Advisory Services. Her prior roles include positions at Ameriprise, Wells Fargo Clearing, PNC Investments, State Farm, Morgan Stanley Smith Barney, and Citigroup. She is a board member and treasurer for Moms Across America Movement and provides financial literacy coaching. First Command Advisory Services 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 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
user avatar
firm logo

Carrie V

Series 65, Series 63

Stafford, VA

First Command Advisory Services

Carrie Van Gundy is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles within multiple First Command entities and independent contractor work. Outside of finance, she has experience as a homemaker and has been involved with Braehead Farm. 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 manage 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
user avatar
firm logo

David R

Series 65, Series 63

Stafford, VA

First Command Advisory Services

David Ready is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. He has experience with First Command in advisory, insurance, and brokerage roles since 2025. Prior to this, he served in the US State Department for 11 years and was a member of the US Marine Corps Reserve for 30 years. He is also involved with Songbird LLC outside of his advisory work. 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 a structured approach to portfolio construction and manager selection.

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

Anthony D

Series 65, Series 63

Stafford, VA

First Command Advisory Services

Anthony Destefano is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and having one year of industry experience. He previously worked in retail and union roles before joining First Command. First Command Advisory Services, Inc. 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 various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers 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
user avatar
firm logo

Chase M

Series 63, Series 65

Stafford, VA

First Command Advisory Services

Chase Messinger is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and with one year of industry experience. His prior roles include positions at PFS Investments Inc. and Primerica Financial Services, among others. He has also worked outside financial services in businesses such as Red Door Pro Wash and AG Smart Home Builders. 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 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
user avatar
firm logo

Eric G

Series 66

Stafford, VA

First Command Advisory Services

Eric Green is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at First Command Advisory Services, Inc., and related First Command entities since 2017 and previously was employed at ServiceSource, Inc. from 2013 to 2017. 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 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
user avatar
firm logo

Liam Paul G

Series 63, Series 65

Stafford, VA

First Command Advisory Services

Liam Paul Godbold is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica/WFG and Lytos Technologies. He also serves as an engineer officer in the Virginia National Guard. 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 Management Team and Wealth Portfolio Managers to select and manage model portfolios.

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

Nicholas C

Series 66

Stafford, VA

First Command Advisory Services

Nicholas Cavano is a financial advisor with First Command Advisory Services and holds the Series 66 designation. He has six years of industry experience, including prior roles at BAE Systems and various First Command entities since 2020. Outside of his advisory work, he is the owner of Cavano Consulting LLC. 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 and monitors 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
user avatar
firm logo

Donald B

Series 66

Stafford, VA

First Command Advisory Services

Donald Burklew is a financial advisor with First Command Advisory Services holding a Series 66 designation. He has one year of industry experience with prior roles at First Command Insurance Services and First Command Brokerage Services, as well as experience at MOII and positions related to George Mason University, Mantech, and Mary Washington University. 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 wrap-fee asset management programs featuring 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
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")