Adam Deem is a CFP® credentialed financial advisor at Hightower Advisors with 26 years of industry experience. His career includes roles at Merrill, Comprehensive Asset Management and Servicing, Inc., and Teak Tree Capital Management, LLC. He also serves as treasurer for the River Park HOA in Fort Worth, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach, utilizing both affiliated and third-party managers with a range of investment options, and services include portfolio management, financial planning, and retirement plan consulting.

James Jenkins II is a financial advisor at First Command Advisory Services with two years of industry experience. He holds the Series 66 designation. His prior roles include work at First Command Financial Services, First Command Brokerage Services, self-employed writing and research, and a position at NANA Management Services. 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 featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Karel Story is a financial advisor with Kestra Advisory in Arlington, TX, holding Series 63 and Series 66 designations and totaling 30 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services LLC in 2022, he spent 20 years with World Choice Securities, Inc. He is also involved in financial coaching, providing client relationship management and support services to Representatives and RIAs. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.

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.

Kenneth Hopkins is a financial advisor at First Command Advisory Services with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 16 years. Hopkins is based in Fort Worth, TX. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

Mark Patenaude is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he has been involved in a non-investment business related to Sala Thai Teak Outdoor Furniture. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital discretionary model account that uses mutual funds and ETFs with annual rebalancing and limited client trading options.

Angelo Corbo is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has two years of industry experience following nine years of service in the U.S. Army. Outside of advisory work, he is the owner of a non-investment-related auto detailing business. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to construct and manage portfolios from approved mutual funds, ETFs, and third-party managers.

Bret Kelley is a Series 66 licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. He has worked within various entities of First Command since 2018. Outside of his advisory role, he serves as Vice President of BNI - Business Network International, where he contributes to group efficiency and oversees meeting operations. First Command Advisory Services is an SEC-registered firm 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Sherri Jannise is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at TIAA-CREF, TD Ameritrade, and multiple divisions within First Command since 2017. Outside of her advisory work, she is a minority partner and officer in a locksmith business with no day-to-day involvement. 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 team and wealth portfolio managers.

Karyn Wejemark is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. She has one year of industry experience and has held prior roles within various First Command entities. Outside of her advisory work, she has volunteered with the Turn the Tables Foundation. 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Thomas Finneran is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. He has served in the United States Air Force and is co-owner of Aquila Gin, a craft gin business. He is also the author of a published e-book. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Dione Carroll is a financial advisor at First Command Advisory Services with Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Wells Fargo Clearing, JPMorgan Chase Bank, J.P. Morgan Securities, and T. Rowe Price Advisory Services. She is based in Fort Worth, Texas. 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.

Billy Ramsey is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. He has worked exclusively within the First Command organizations since 2019, following a decade as a homemaker prior to entering the financial sector. 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, employing a centralized Investment Management Team to design and manage model portfolios using a range of mutual funds, ETFs, and third-party managers.

Zachariah Eubanks is a Series 66-registered financial advisor with First Command Advisory Services in Fort Worth, TX, with three years of industry experience. Prior to his advisory role, he served six years in the US Army and currently serves as a Logistics Officer in the US Army Reserve. He is also a shareholder in Prairie Fire Advisors, Inc. 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.

Angela Etheridge is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she served six years in the United States Air Force. 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 comprehensive 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.

Lacey Sarafin is a financial advisor at First Command Advisory Services with one year of industry experience. She holds a Series 66 designation and has worked in various roles including positions at Scandinavian Designs furniture and Brillen Voigt Optiker prior to joining First Command. 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 using a prescreened selection of funds and third-party managers.

Lancer Hopkins is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 66 and Series 63 credentials and previously served 22 years in the U.S. Army. Hopkins has worked at several affiliated 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 by a centralized Investment Management Team and Wealth Portfolio Managers, using a platform-based approach and employee ownership.

Erica Brown is a CFP® professional at First Command Advisory Services with 22 years of industry experience. She has worked with First Command Advisory Services since 2015 and previously at Waddell & Reed from 2004 to 2007. 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 a range of wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Rodgers is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with First Command Advisory Services since 2015 and also affiliated 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 offers financial planning and various wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Christopher Shea is a Series 66-licensed financial advisor with seven years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. He has prior experience at Edward Jones and Allstate Insurance. Outside of his financial advisory work, he is a partner in a family-owned honey farm business. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus 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 team and wealth portfolio managers.