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Harvey P
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Harvey Pullen is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with First Command entities continuously since 1990, joining First Command Advisory Services in 2015. 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 from preapproved third-party managers.
Randy M
CFP®, ChFC®, Series 66
Fort Worth, TX
First Command Advisory Services
Randy Mills is a CFP® and ChFC® with seven years of industry experience, currently affiliated with First Command Advisory Services in Fort Worth, TX. He previously served six years in the U.S. Army before beginning his financial advising career at First Command in 2019. Mills is a participating member of Ironsides LLC and the sole member of RM4U LLC, which he uses to conduct advisor business activities. 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 managed by a centralized investment team that selects and monitors approved model portfolios and third-party managers.
Libna P
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Libna Pineda Vega is a financial advisor at First Command Advisory Services with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill and Bank of America. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Heather P
Series 66
Fort Worth, TX
First Command Advisory Services
Heather Panuco is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and 11 years of industry experience. Her career includes roles at Edward Jones and Huawei Technologies USA before joining First Command Financial Planning in 2018. 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, utilizing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers.
Christopher P
Series 66
Fort Worth, TX
Truist Advisory Services
Christopher Peters is a financial advisor with Truist Advisory Services in Fort Worth, TX, holding a Series 66 designation and 13 years of industry experience. His career includes roles at BB&T Securities, Bank of America, and Merrill. He serves as treasurer of his local homeowners association, where he reviews financial statements and vendor contracts. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research and inter-affiliate integration with affiliated broker-dealers and banks.
James B
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
James Bade is a financial advisor at First Command Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command Financial Services since 2001. Bade is the owner of Bade Group LLC, a business established to separate First Command assets from his personal assets. 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 various wrap-fee asset management programs, utilizing a centralized investment management team to design and oversee model portfolios and third-party managers.
Nicolas D
Series 63, Series 66
Fort Worth, TX
PNC Wealth Management
Nicolas Del Tatto is a financial advisor at PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His career includes positions at Bank of America, Merrill, and TD Ameritrade/Charles Schwab. Outside of traditional financial services, he briefly worked with We Buy Homes in USA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to PNC Bank employees. The firm uses approved model strategies managed by PNC or third parties with mutual funds and ETFs, relying on algorithmic risk assessments and annual rebalancing.
Cody H
Series 66, Series 63
Fort Worth, TX
First Command Advisory Services
Cody Howe is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining First Command, he worked at Robinhood Markets, Inc. and Fidelity Brokerage Services LLC. 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 by centralized teams that select preapproved third-party managers.
Annette M
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Annette Medley is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has experience working in the financial services industry since 2013, including roles at MassMutual, New York Life, and First Command. Outside of her advisory work, she also operates as a certified life coach and works as a Lyft driver. 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.
Sherrie K
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Sherrie Keylon is a financial advisor at First Command Advisory Services with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with LPL Financial, LLC, the Public Utility Commission of Texas, The Home Depot, and ELK Electric Inc. First Command Advisory Services is an SEC-registered investment adviser serving 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, delivering investment management through a centralized team that selects model portfolios and third-party managers within established guidelines.
Brian F
Series 66
Fort Worth, TX
First Command Advisory Services
Brian Fibiger is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. He has been with First Command Advisory Services and affiliated firms since 2014. He previously served at Christ Lutheran Church 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 managed by a centralized Investment Management Team, utilizing approved model portfolios and third-party managers.
Ryan H
Series 66
Fort Worth, TX
First Command Advisory Services
Ryan Holbert is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 20 years of industry experience, including previous roles at Cambridge Investment Research and Prudential Insurance Company of America. Holbert is also affiliated as an Investment Advisor Representative with CIRA. 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.
Miguel F
Series 63, Series 66
Arlington, TX
PNC Wealth Management
Miguel Figueroa is a financial advisor with PNC Wealth Management in Arlington, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Securities LLC, and JP Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to PNC Bank employees. The firm utilizes algorithm-driven risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.
John A
CFP®, Series 66
Fort Worth, TX
First Command Advisory Services
John Albert is a CFP® professional with 16 years of industry experience, currently serving at First Command Advisory Services in Fort Worth, TX. He has held positions at various First Command entities since 2011, including Advisory Services, Insurance Services, Brokerage Services, and Financial Services. 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 centrally by an Investment Management Team and Wealth Portfolio Managers who select portfolios and third-party managers from approved lists.
Heather B
CFP®, ChFC®, Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Heather Brock is a CFP® and ChFC® with 15 years of industry experience. She has been affiliated with First Command Advisory Services, First Command Insurance Services, Inc., and First Command Financial Planning, Inc. since 2015. Based in Fort Worth, TX, she holds Series 65 and Series 63 licenses. 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 offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios with designated third-party managers.
Tyler S
Series 65
Fort Worth, TX
Hightower Advisors
Tyler Seibold is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. He previously worked at Deloitte Tax LLP and Invoke Tax Partners, and he attended Texas A&M University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to deliver portfolio management and financial planning services.
William B
Series 66
Fort Worth, TX
First Command Advisory Services
William Bartels III is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and bringing 19 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with First Command Financial Planning Inc. since 2006. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable 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 manage model portfolios and third-party managers.
Lucas L
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Lucas Lopez Acevedo is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials. He began his career at First Command in 2026 and has prior experience serving in the U.S. Army. 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 an internal Investment Management Team and Wealth Portfolio Managers.
Michael H
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Michael Hager is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and previously served in the United States Marine Corps for 21 years. Hager’s background includes roles across multiple First Command entities since 2024. 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 various wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Jeffrey P
CFP®, Series 66
Fort Worth, TX
Cerity partners LLC
Jeffrey Paladini is a CFP® with 24 years of experience in the financial advisory industry, currently with Cerity Partners LLC since 2019. His prior experience includes roles at Arkadios Capital, BD4RIA, Inc., Triad Advisors Inc, and Karsten Advisors. Outside of his advisory work, he is involved in a construction company in Colorado as a one-third owner. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management with an emphasis on diversified asset allocation, combining proprietary quantitative screening and third-party managers, along with a range of services such as financial planning, tax and insurance support, and access to alternative and private-market investments.
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1,008 advisors near
76063
within the area shown on the map
Out of 400,000+ nationwide