Leif Svendsen is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and with 25 years of industry experience. He has worked at First Command Financial Planning, Inc. since 2014 and Hd Vest Investments Securities since 1999. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

Jefferson Disla is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously served on active duty with the U.S. Army and in various roles at the Defense Finance and Accounting Service. 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 model portfolios managed centrally by their Investment Management Team and Wealth Portfolio Managers.

Kenneth Selby is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command, he served in various roles in the United States Army from 2014 to 2025. 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.

Mark Goodrum is a financial advisor with First Command Advisory Services who holds a Series 66 credential and has 10 years of industry experience. He has worked with firms including USAA Investment Services Company and Mutual of Omaha Investor Services. In addition to his advisory role, he is an author of fiction novels. First Command Advisory Services is an SEC-registered investment adviser focusing on 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 centrally by an Investment Management Team.

Dalton Horton is a financial advisor with Kestra Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra Advisory, he worked at Merrill and has held roles in both public service and education. Horton is involved in client acquisition efforts with Wayne Christian Financial Services LLC and Christian and Daughters Financial Group LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Teresa Palmer is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked with multiple firms, including KMS Financial Services and Palmer Nunn Wealth Management, and currently serves as the mayor of Willow Park, TX. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent advisors. The firm employs a mix of custodians and third-party managers, with most assets under management held in non-discretionary accounts.

David Hunkins is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his financial services career, he served with the Las Vegas Metro Police for 24 years. 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

William Dedmon is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work history includes roles at UBS Financial Services and Truist Investment Services, as well as time spent at the University of Mississippi. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Susan Bolland is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has 12 years of industry experience, all 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 provides financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Philip Garcia is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he raises cattle on his farm in Weatherford, Texas. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

Adam Deem is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. He previously worked at Comprehensive Asset Management and Servicing, Inc. and Teak Tree Capital Management, LLC, both from 2009 to 2020. In addition to his advisory role, Deem serves as treasurer for the River Park HOA in Fort Worth, TX. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs proprietary research and offers access to various investment vehicles, including mutual funds, ETFs, alternative investments, and customized indexing solutions.

James Jenkins II is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior roles include work with First Command Financial Services, self-employed writing and research, and a background in military service. 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 multiple wrap-fee asset management programs featuring model portfolios managed by a centralized investment team and wealth portfolio managers.

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 in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has recently entered the industry. Her prior experience includes roles at First Command Insurance Services and First Command Brokerage Services, as well as work with the Turn the Tables Foundation. 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.

Jay Bartley is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Bartley serves on the board of Community Healthcare of Texas, a nonprofit hospice organization. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various account-level services such as lending solutions and donor-advised funds.