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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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Chelcie S

Series 66

Fort Worth, TX

First Command Advisory Services

Chelcie Sirvid is a financial advisor with First Command Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining First Command, Sirvid worked at Bank of America and Amedisys Home Health. 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 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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Giovanni A

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Giovanni Arellano is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. He has less than one year of industry experience. His prior work includes roles at First Command Brokerage Services and Global Financial Impact, as well as military service with the United States Marine Corps. 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 centrally managed 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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Azure B

CFP®, Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Azure Bradger is a CFP® professional with five years of industry experience, currently advising at First Command Advisory Services in Fort Worth, TX. Prior to this role, Bradger worked at Fidelity Investments and several other financial firms. 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 combining model portfolios and third-party managers, with investment management conducted through a centralized team.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Robert Williamson is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. His prior roles include positions at Hd Vest Advisory Services and H.D. Vest Investment Securities, Inc. He has worked at First Command Financial Services since 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 offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios 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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Casey G

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Casey Griffin is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining First Command in 2025, he worked at Farpointe Wealth Advisors and Cetera, among other firms. He serves as Secretary on the board of the Lakeview Point Municipal Utility District of Palo Pinto County. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporations, 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, using a centralized Investment Management Team to select and manage portfolios with discretionary authority granted by clients.

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

CFP®, Series 66

Fort Worth, TX

First Command Advisory Services

Kyle Dawson is a CERTIFIED FINANCIAL PLANNER™ professional at First Command Advisory Services with 22 years of industry experience. He has been with First Command Advisory Services since 2015 and previously worked at First Command Financial Planning Inc. Dawson is involved in his local community through a finance review role at Cleburne Bible Church, where he evaluates financial reporting and documentation. 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 comprehensive financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers 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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Eric S

ChFC®, Series 63, Series 65

Alvarado, TX

First Command Advisory Services

Eric Schuster is a financial advisor with First Command Advisory Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience, having worked at First Command and its affiliated entities since 2002. Schuster is also the owner and president of Schuhouse Financial Services, Inc., where he manages his independent contractor status with First Command. 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 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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Ronald H

Series 63, Series 65

Arlington, TX

Empower Advisory Group

Ronald Haney is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Commerce Street Capital. Outside of finance, Haney is involved in music production as a guitarist, vocalist, writer, and producer for custom music cues used in radio, TV, and film. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Edward S

CFP®, ChFC®, Series 65, Series 63

Arlington, TX

Empower Advisory Group

Edward Skinner Jr. is a CFP® and ChFC® with 11 years of industry experience. He is currently an advisor at Empower Advisory Group and has previously worked at The Vanguard Group, Personal Capital, New York Life Insurance Company, and USAA Financial Planning Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and client savings rates, delivering services through Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Ryan R

Series 66

Fort Worth, TX

First Command Advisory Services

Ryan Risko is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. 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 using model portfolios managed 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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Aden G

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Aden Graves Muth is an advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has been with First Command and its related entities since 2026. Prior to joining the financial industry, his work experience includes positions at Federal Express Corporation, Costco Wholesale, and the University of Colorado at Colorado Springs. 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 who select model portfolios and third-party managers from approved lists.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Don Crane is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. His work history includes multiple roles within First Command entities since 2015 and concurrent employment in plumbing and customer service at Home Depot. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a model portfolio approach.

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

Series 65

Fort Worth, TX

Cerity partners LLC

Brett Mcbroom is a financial advisor with Cerity Partners LLC in Fort Worth, TX. He holds the Series 65 designation and has one year of industry experience. His prior work includes roles in parking management, banking, and motorsports, as well as several periods of full-time education. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm’s investment approach combines proprietary quantitative screens with third-party managers and individual securities, offering a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Dustin B

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Dustin Bordelon is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has military experience serving in the United States Air Force from 2016 to 2026. Dustin began his advisory career with First Command in 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 wrap-fee asset management programs using model portfolios managed 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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Terence G

Series 63, Series 65, Series 66

Fort Worth, TX

First Command Advisory Services

Terence Graham is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63, Series 65, and Series 66 licenses and has 17 years of industry experience. His prior work includes roles at Lynx Services and Tarrant County Elections. 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 overseen 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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Eder B

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Eder Bracamontes Helguera is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at LPL Financial LLC, Equitable Advisors, AXA Advisors, and Lincoln Financial Securities. Outside of financial advising, he is employed with Sabre Industries in a non-investment capacity. 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 provides financial planning and a range of wrap-fee asset management programs utilizing model portfolios and third-party managers selected by an internal 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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Jason D

Series 66

Fort Worth, TX

First Command Advisory Services

Jason Dunn is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked exclusively within the First Command family of firms since 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 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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