Matthew Dorchak is a financial advisor at Cary Street Partners with 12 years of industry experience. He holds a Series 65 designation and previously worked at Keene & Associates, Inc. for 13 years. Outside of his advisory role, he owns and manages three rental properties. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, offering portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions. The firm employs a client-focused approach that includes customized allocation, manager selection, and ongoing monitoring across a range of traditional and proprietary investment strategies.

Jai Doshi is a financial advisor with Calton & Associates, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Calton & Associates since 2006. Outside of his advisory role, Doshi serves as a director on the board of the Fort Worth Lions Club, a local civic organization. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines advisory services with commissionable brokerage and insurance products.

Laura Taylor is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at BKD Wealth Advisors, Diversified Investors Securities Corp., and TransAmerica. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits with financial planning, investment management, and retirement plan consulting services. The firm manages approximately $12.0 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Daniel Geehan is a financial advisor with Independence Square Holdings, LLC in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Independence Square Holdings in 2022, he spent 11 years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Additionally, he works as an independent insurance agent for various companies. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a range of investment approaches, including fundamental, quantitative, technical, and modern portfolio theory, and offers digital tools and access to third-party managers tailored to client objectives.

Marcus Zapata is a CFP® with nine years of experience in financial services, currently with First Command Advisory Services in Fort Worth, TX. He has held roles at several affiliated First Command entities since 2017 and previously worked at H&R Block and Alamo Insurance and Wealth Management. 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 portfolios and third-party managers from approved lists.

Thomas Wilkins is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 20 years of industry experience. He has been with First Command Financial Services and its affiliated firms since 2006. 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, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.

Joshua Shirley is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been associated with First Command firms since 2008 and is also connected with Texas A&M University. Outside of his advisory work, he is a partner at Yamaoroza Apothecary and Teas LLC, assisting with event setup and product transportation. 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 comprehensive financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Baily Eberhardt is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, Eberhardt has worked with several wineries and agricultural ventures, including Val Verde Winery and Oatman Farms LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, 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.

Robin Luckett is a Series 66-licensed financial advisor with four years of industry experience. He has worked at Morgan Stanley and Allworth Financial prior to joining First Command Advisory Services in 2026. 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 managed by a centralized Investment Management Team.

Sheryl Vause is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 63 and Series 65 designations. Prior to her financial services career, she served 20 years in the United States Air Force and has experience working with the YMCA. 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.

Ryan Hunt is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been associated with First Command Insurance Services and First Command Financial Planning, Inc. since 2016. Outside of his advisory work, he owns Lotter Hunt Safaris, a South African hunting safari business where he assists in connecting clients with hunting opportunities. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from prescreened lists.

Trilok Subedi is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., and TD Ameritrade. Outside of finance, he is a member of Serenity Independence Hub LLC, which operates Xpress Family Salon, though he has no operational duties there. First Command Advisory Services is an SEC-registered adviser serving individual, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers comprehensive financial planning and various wrap-fee asset management programs, managed centrally by an Investment Management Team and Wealth Portfolio Managers who oversee model portfolios and select third-party managers.

Michael Mays is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining First Command, he served in the US Army and worked at Schneider Electric. Outside of his advisory role, he is involved in entrepreneurial real estate ventures, including co-founding several property management and acquisition companies, and recently added military intelligence consulting to his activities. 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, with investment management conducted by a centralized team that selects portfolios and third-party managers from approved lists.

Tina Nguyen is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 65 and Series 63 registrations and has a background that includes military service in the United States Army from 2013 to 2019. 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Chad Cody is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 20 years of industry experience. He previously worked at Fidelity Investments from 2014 to 2016 before joining First Command Financial Services in 2016. 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 by a centralized Investment Management Team.

Christian Schad is a financial advisor at First Command Advisory Services with one year of industry experience. He holds the Series 66 designation and previously worked at Mercer and Pavilion Advisory Group. 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 that selects and monitors model portfolios and third-party managers from prescreened lists.

Brianna Gholston is a financial advisor at First Command Advisory Services with a Series 66 designation and two years of industry experience. Her prior work includes roles at First Command Financial Services, Paycom, The Connor Group, JMJ Phillip Recruiting, and Target. 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 by a centralized Investment Management Team.

Ieshia Landrum is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has experience dating from 2024, including previous roles at the Department of Veterans Affairs and a 21-year career in the United States Army. 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 using model portfolios and third-party managers selected by an internal Investment Management Team.

Jaie Arlington is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 12 years before joining Sanctuary Securities in 2021. Arlington serves as a power of attorney for his parents’ investment accounts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a nationwide network of more than 400 independent investment adviser representatives. The firm offers diverse portfolio management options and employs various analytical approaches, acting as a fiduciary when a written advisory agreement exists.

Anthony Eickhoff is a CFP®-designated financial advisor with 19 years of industry experience. He has been with First Command Advisory Services since 2015 and also associated with First Command Financial Planning, Inc. since 2014. Based in Fort Worth, TX, he holds Series 63 and Series 66 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 select and monitor model portfolios and third-party managers within a structured, employee-owned platform.