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Thomas F

Series 66

Fort Worth, TX

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Billy R

Series 66

Fort Worth, TX

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Angela E

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Lacey S

Series 66

Fort Worth, TX

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Lancer H

Series 66, Series 63

Fort Worth, TX

First Command Advisory Services

Lancer Hopkins is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to his advisory career, he served 22 years in the U.S. Army. Hopkins has also worked across several entities within First Command since 2023. 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 provides financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Erica B

CFP®, Series 66

Fort Worth, TX

First Command Advisory Services

Erica Brown is a CFP® with 21 years of industry experience, currently serving as a financial advisor at First Command Advisory Services since 2015. She has been associated with the First Command organization since 2007. 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, employing a centralized Investment Management Team to select and monitor portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Michael R

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jeffrey I

Series 66

Weatherford, TX

Schwab Wealth Advisory

Jeffrey Isom is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 16 years of industry experience. His previous roles include positions at Charles Schwab & Co., Inc., First Command Advisory Services, Creative Planning, Securities America Advisors, and TD Ameritrade. He is based in Weatherford, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through Schwab’s asset allocation models and research tools, and generally does not exercise discretionary trading authority.

Passive / index investing Private / alternative investments
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Christopher S

Series 66

Fort Worth, TX

First Command Advisory Services

Christopher Shea is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with First Command Advisory Services in Fort Worth, TX. Prior to joining First Command, he worked at Edward Jones and Allstate Insurance Co. Outside of his advisory role, Shea is a partner in a family-operated honey farm, leasing property for beekeeping activities. 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 a range of wrap-fee asset management programs that utilize model portfolios managed by an internal investment management team and wealth portfolio managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Mason M

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Mason Martin is a financial advisor at First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 2025. Prior to his advisory role, his work experience includes positions at Leaf Filter, Home Depot, and Texas A&M University Corpus Christi. 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 manage model portfolios across various asset classes.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Laurence B

CFP®, ChFC®, Series 66

Fort Worth, TX

Guardian Life

Laurence Bransgrove is a financial advisor with Primerica Advisors, holding CFP® and ChFC® designations and over 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he is involved with Bransgrove Brothers LLC, managing business strategies and accounting, and markets himself under the Wealth Advisory Group LLC name. Park Avenue Securities serves a wide retail client base, including individuals, high-net-worth investors, and organizations, offering brokerage and advisory services along with financial and business consulting. The firm utilizes proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jing L

Series 66

Fort Worth, TX

First Command Advisory Services

Jing Lisanby is a financial advisor at First Command Advisory Services with a Series 66 designation and 10 years of industry experience. She has been with First Command in various capacities since 2015. Outside of her financial services career, she works as a fitness instructor at Gold's Gym. 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 and third-party managers selected by a centralized investment team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Lakisha B

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Lakisha Brown is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She previously worked at Cetera and Avantax firms before joining First Command Advisory Services. Outside of her advisory role, she works as an independent Uber 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 wrap-fee asset management programs managed by centralized teams and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Maurice G

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Maurice Green is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. He previously served 25 years in the United States Army and has worked in logistics and real estate. He is the owner of Build In The Green LLC, a company focused on sustainable construction and eco-friendly property development, and is also involved in Liberty Logistics Solutions LLC as Director of Operations. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Anna B

Series 66

Fort Worth, TX

First Command Advisory Services

Anna Beasley is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential with six years of industry experience. Her career includes roles at multiple First Command entities since 2019 and prior experience with Scott C Rainville from 2015 to 2018. She is also the owner of a farming business where she handles accounting and bookkeeping related to passive farm income. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Dustin F

Series 66

Fort Worth, TX

First Command Advisory Services

Dustin Ferreiro is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at First Command Advisory Services and its affiliated entities since 2013. He is based in Fort Worth, TX. 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 that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Charlene M

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Charlene May is a financial advisor at First Command Advisory Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Command since 2018, following roles at Strittmatter Wealth Management Group, LPL Financial, and Smart & Savvy. Outside of her advisory work, she is an independent consultant with Rodan+Fields, participating in multi-level marketing of skincare products. 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, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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David V

Series 66

Fort Worth, TX

First Command Advisory Services

David Van Der Wekken is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and 17 years of industry experience. His career includes roles at Morgan Stanley, Financial Engines Advisors, Scottrade, and various Wells Fargo entities prior to joining First Command in 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 provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jason V

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Jason Vaughn is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has prior experience at Capital One, where he worked for seven years. Vaughn has also been affiliated with various First Command entities since 2025. 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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Hazel F

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Hazel Farinas Le Page is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at several First Command entities as well as at Dejavu. 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, delivering investment management through a centralized team that selects and monitors model portfolios and approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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