Todd Mccool is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes roles at USAA Life Insurance Company and various USAA financial planning and advisory firms since 2007. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and directing clients to Charles Schwab for investment products and account services. The firm operates primarily as a referral and retirement-advice intermediary rather than a portfolio manager.

Nancy Reagan is a financial advisor with USAA Investment Services Company in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at JP Morgan Chase and various USAA-affiliated entities since 2012. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, specializing in retirement income planning and referring clients to Charles Schwab for investment products and account services.

Brett Kalbfleisch is a financial advisor at USAA Investment Services Company with 36 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at USAA Life Insurance Company since 2018 and prior experience with USAA financial planning services from 2008 to 2020. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealer/advisers without managing client assets directly.

Marius Mada is a CFP® professional with 13 years of industry experience, currently with USAA Investment Services Company. His prior roles include positions at Morgan Stanley, Charles Schwab, and Fidelity Investments. Mada also served at Compass Bible Church for ten years. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account services.

Mark Rogers is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked in various roles within the USAA organization since 2016, including positions at USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, using phone and digital channels. The firm offers a Retirement Income Strategy Report and refers clients to third-party broker-dealers or advisers rather than managing assets directly.

John Durham is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked in various roles within the USAA organization since 2007, including positions at USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and refers clients to third-party broker-dealers or advisers rather than managing assets directly.

Christopher Stokes is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 19 years of industry experience. His career includes roles at USAA Life Insurance Company since 2018 and USAA Financial Advisors, Inc. from 2008 to 2020. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, offering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services. The firm operates as a referral and retirement-advice intermediary rather than a portfolio manager.

Brandon Slotness is a financial advisor with USAA Investment Services Company, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience, including a decade at Edward Jones before joining USAA in 2023. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and asset allocation. The firm refers clients to Charles Schwab for investment products and does not manage client assets directly.

Tanya Holmesley is a CFP® professional affiliated with USAA Investment Services Company, with 18 years of industry experience. She has worked within the USAA organization since 2010, including roles at USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels. The firm specializes in retirement income planning and asset allocation but does not manage client assets directly.

Courtney Lewis Williams is a financial advisor with USAA Investment Services Company, holding the ChFC® designation and Series 63 and 66 licenses, with 17 years of industry experience. Her prior roles include positions at Fidelity Investments, TD Ameritrade, and Penn Mutual Life Insurance Company. Outside of her advisory work, she serves as a Notary Signing Agent and works part-time with the United States Postal Service. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, offering a Retirement Income Strategy Report and facilitating referrals rather than managing client assets directly.

Matthew Anderson is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at USAA Life Insurance Company and USAA Financial Advisors, INC. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and referring clients to Charles Schwab for investment product services. The firm operates primarily as a retirement-advice intermediary and does not manage client assets directly.

Mark Shoultz is a financial advisor with USAA Investment Services Company who holds a Series 66 designation and has 15 years of industry experience. He has been with USAA-affiliated firms since 2012, including roles at USAA Financial Advisors Inc., USAA Financial Planning Services, and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients with retirement income strategy reports and refers investment services to Charles Schwab, operating as a retirement-advice intermediary rather than a portfolio manager.

Jay Klavene is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Vanguard Advisers Inc., JP Morgan Securities LLC, and Bank of America. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels, delivering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers. The firm operates mainly as a referral intermediary and does not manage individual client portfolios or charge asset-based fees.

Catherine Lopez is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 24 years of industry experience. She has worked in various roles within the USAA organization since 2016 and has prior experience at Comerica Securities, Inc. From 2015 to 2018, she co-owned Treasure Trolls LLC, a resale business. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels. The firm emphasizes retirement savings and income planning and operates mainly as a referral intermediary rather than managing client assets directly.

Harley Samuelson is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having joined both firms in 2024 after 16 years with Edward Jones. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm specializes in retirement income planning and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.