Overwhelmed by options?
Answer a few questions to see advisors matched to you.
579 advisors near
76028
within the area shown on the map
Out of 400,000+ nationwide
Brian H
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Brian Harris 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. He previously served in the United States Air Force for 12 years and is currently on terminal leave as an Avionics Functional Area Manager. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers, using a model portfolio approach with limited external advisor involvement.
John A
Series 66
Fort Worth, TX
First Command Advisory Services
John Auger is a Series 66-credentialed financial advisor with First Command Advisory Services in El Paso, TX, bringing three years of experience in the financial industry. Prior to his advisory career, he served in the United States Army for 25 years, retiring in 2022. 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 a centralized Investment Management Team to design and manage model portfolios with a range of mutual funds, ETFs, and third-party managers.
Joshua J
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Joshua Jalowiec is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his advisory role, he served in various capacities with the U.S. Air Force, including assignments with the 26th Intelligence Squadron and the U.S. Air Force Academy. 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 design and manage model portfolios and third-party managers.
Kimberly C
Series 66
Fort Worth, TX
First Command Advisory Services
Kimberly Cortez is a financial advisor at First Command Advisory Services with three years of industry experience. She holds the Series 66 designation and is based in Fort Worth, TX. Her prior experience includes roles at several First Command affiliated entities. 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 featuring model portfolios managed by a centralized Investment Management Team.
Duane A
Series 63, Series 65
Arlington, TX
PNC Wealth Management
Duane Aponte is a financial advisor at PNC Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. He has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.
Marcus L
Series 66
Fort Worth, TX
First Command Advisory Services
Marcus Little Sr. is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining First Command, Marcus worked at Verizon Connect and AT&T. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.
John W
CFA®, Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
John Weitzer is a CFA® charterholder with 24 years of industry experience. He is currently with First Command Advisory Services in Fort Worth, TX, where he has worked since 2017. His prior roles include positions at Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Bank NA from 2011 to 2016. 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 use model portfolios and third-party managers, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers.
Mary E
Series 63, Series 66
Fort Worth, TX
Truist Advisory Services
Mary Elliott is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She previously worked at Merrill for 20 years and BB&T Securities for 3 years before joining Truist in 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platform arrangements and AI-enabled research tools.
Robert W
CFP®, Series 66
Fort Worth, TX
First Command Advisory Services
Robert Wilson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at First Command Advisory Services in Fort Worth, TX. He has been with First Command Advisory Services since 2015 and has worked at affiliated First Command entities since 2013. 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, using a centralized Investment Management Team to design and monitor model portfolios and select third-party managers.
Chester D
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Chester Dymek III 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 affiliated with First Command Advisory Services since 2015 and also owns AllCav Finance, LLC. Outside of his advisory role, he serves as an unpaid guest instructor for ROTC programs at several universities, providing financial education and supporting related events and initiatives. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a longstanding 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 design and manage portfolios with discretionary authority.
Deborah S
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Deborah Smith is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at Sanders Morris Harris Inc. and SMH Capital Advisors from 2011 to 2017 before joining First Command Financial Planning, Inc. in 2017. Outside of advisory work, she has been involved in an owner-financed house sale, managing records and payments for a property sold with her husband. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers.
Jonathan K
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Jonathan Kluck is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has one year of experience in financial services and previously served 25 years in the United States Army followed by five years at Amazon Web Services. He is also affiliated with the Adams Five Star School District. First Command Advisory Services 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 and Wealth Portfolio Managers.
Katherine H
CFP®, ChFC®, Series 66
Fort Worth, TX
First Command Advisory Services
Katherine Hansen is a CFP®, ChFC®, and Series 66-licensed financial advisor with 14 years of industry experience, all with First Command Advisory Services in Fort Worth, TX. She operates an eBay business selling vintage toys, books, and household items. 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 through a centralized investment management team that selects and monitors model portfolios and third-party managers.
Tracy M
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Tracy May is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, including over a decade with First Command. Outside of her advisory work, she serves as a trustee handling leasing and maintenance activities for a residential property. 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.
Alan W
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Alan Wesenberg is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command Advisory Services since 2015. Prior to this, he worked with affiliated entities First Command Brokerage Services, Inc. and First Command Insurance Services, Inc. since 2014. First Command Advisory Services, Inc. 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 manager selections.
Daniel L
Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Daniel La Bar is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining First Command, he served in the United States Army from 2016 to 2023. He is also the Chief Financial Officer of American Legion Post 501, where he manages the organization's assets. First Command Advisory Services is an SEC-registered firm 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, utilizing a centralized investment management team to design and monitor portfolios.
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.
Tammy H
Series 65
Mansfield, TX
AE Wealth Management, LLC
Tammy Holt is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Biltmore Financial Services and in educational roles with Arlington and Fort Worth Independent School Districts. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies, managing approximately $49.8 billion for over 127,000 clients.
Marco C
Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Marco Contreras is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 licenses and offering 12 years of industry experience. He has been with First Command Advisory Services since 2015, with prior roles at First Command Insurance Services, Inc. and First Command Financial Planning, Inc. Contreras serves on the board of the Armed Services YMCA chapter in Twentynine Palms, CA. 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 wrap-fee asset management programs using a centralized Investment Management Team to design and maintain diversified model portfolios.
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.
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.
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”)
Finding advisors...
579 advisors near
76028
within the area shown on the map
Out of 400,000+ nationwide