Kenneth Jacobs Jr. is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Fidelity, Charles Schwab, Robinhood Financial, and Texas Aquafarm. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, serving a large participant base with a higher client-to-advisor workload than many peers.

David Lehmann is a CFA® charterholder with 12 years of industry experience. He has worked at Luther King Capital Management Corporation since 2003. The firm advises a diverse range of clients including individuals, trusts, foundations, pension plans, and government entities. Luther King Capital Management pursues fundamental, bottom-up analysis across multiple asset classes and manages a variety of investment vehicles, including mutual funds and private partnerships.

Mason Jones 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. His prior work includes roles in roofing and building products as well as retail. 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 comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers from approved lists.

Richard Spence is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Ameritas in various capacities since 2013 and has additional experience with Wealth Solutions LLC. Outside of finance, he has been involved in horse breeding and training for over two decades and is also active in music performance, recording, and teaching, including volunteering for charitable organizations through music. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing both proprietary and third-party model portfolios and multiple program platforms.

Adriana Jimenez is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. She has worked with multiple affiliated firms under the First Command umbrella since 2018, and her previous roles include positions at William J Perry and Home Depot U.S.A. Inc. 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 featuring centrally managed model portfolios and prescreened third-party managers.

Ambyr Capps is a financial advisor at Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 66 licenses with three years of industry experience. She maintains an active occupational therapy license and works on a part-time, as-needed basis providing therapy services at Health Management Group and CRG Therapy Group. Additionally, she serves as an administrator for the DFW Network of Women, a local networking group. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Nathan Perschon is a financial advisor at First Command Advisory Services in Fort Worth, TX, with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with First Command Advisory Services since 2015, having worked with affiliated entities 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios from a prescreened selection of funds and third-party managers.

Edwin Vieux is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with First Command Financial Planning, Inc. since 2014. 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, utilizing a centralized Investment Management Team to design and manage model portfolios and select third-party managers from approved lists.

Michael Ryan is a financial advisor with Foundations Investment Advisors LLC in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Prior to joining Foundations in 2025, he worked at firms including AE Wealth Management, CV Mansfield LLC, and Principal Financial Ltd Co. Ryan is also engaged as legal counsel and a member of Black Rock, LLC, providing legal advice to individuals and organizations. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, incorporating structured products and alternative investments where appropriate.

Amy Warner is a financial advisor with First Command Advisory Services in Great Falls, MT. She holds the Series 66 designation and has three years of industry experience. Prior to joining First Command, Warner worked at Davidson Investment Advisors for four years and Wells Fargo for nine years. 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.

David Springer is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked as an independent professional golfer for one year. His background also includes academic roles at the University of Missouri and Trinity University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers various portfolio management programs, employs multiple analytical approaches, and acts as a fiduciary under written advisory agreements.

Mary Baxter is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with First Command Financial Planning since 2015. 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 utilizing model portfolios managed by an in-house Investment Management Team and Wealth Portfolio Managers.

Sean Mc Nally is a financial advisor with Empower Advisory Group in Benbrook, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at Regions Bank, PNC Bank, and BBVA USA. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms.

Alicia Langdon is a CFP®-certified financial advisor with 10 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and has prior experience at Whitley Penn Financial, Fluent Financial, LPL Financial, and Charles Schwab. Based in Fort Worth, TX, she holds a Series 63 license. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, and retirement-plan services to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across both active and passive strategies, and differentiates itself by acting as a general partner in proprietary private funds and advising a continuously offered interval fund.

Raymond Schwager is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked across related First Command entities since 2004. Schwager 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 focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Elisabeth Tatola is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining First Command, Elisabeth worked at Morgan Stanley Smith Barney LLC and Northwestern Mutual, among other firms. 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 and Wealth Portfolio Managers who use a preapproved roster of third-party managers.

Christopher Young is a financial advisor at First Command Advisory Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Command-affiliated firms since 1999. He is based in Fort Worth, TX. 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 featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Beth Le Crone is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and having 10 years of industry experience. She has worked with First Command Advisory Services and First Command Insurance Services since 2016 and is also affiliated with the University of Maryland University College Europe. 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 provides financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

James Ray is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch, Fidelity Investments, and Guy Rodgers Private Wealth Strategies. Prior to his financial career, he was a professional golfer. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Charles Rymer is a Series 66-licensed financial advisor with First Command Advisory Services in Fort Worth, TX, bringing six years of industry experience. He has worked with multiple divisions of First Command since 2020 and serves as a Civil Engineering Officer in the United States Air Force Reserve. 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 to select and monitor model portfolios and third-party managers.