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Ruben C
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Ruben Camacho is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he co-owns and manages residential rental properties. 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, using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.
Sean F
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Sean Ferreiro is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with First Command Advisory Services and its affiliated entities since 2015. 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 design and manage model portfolios through approved third-party managers.
Gian M
Series 66
Fort Worth, TX
First Command Advisory Services
Gian Motta is a Series 66-licensed financial advisor with six years of industry experience, currently affiliated with First Command Advisory Services in Fort Worth, TX. His background includes roles at First Command Insurance Services, First Command Brokerage Services, and Vectrus. 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 centrally by an Investment Management Team and Wealth Portfolio Managers who select preapproved managers and construct model portfolios.
Loyd B
CFP®, Series 63, Series 66
Ft. Worth, TX
PNC Wealth Management
Loyd Beacham IV is a CFP® professional with eight years of industry experience, currently serving as an advisor at PNC Wealth Management in Ft. Worth, TX. His prior roles include positions at Coppell Advisory Solutions LLC, Badger Creek Advisors, and Voya Investment Management. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that employs algorithm-driven portfolio strategies managed by PNC or third-party strategists.
William R
CFP®, Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
William Reuter Jr. is a CFP® professional with 12 years of industry experience, currently serving at First Command Advisory Services since 2015. He also volunteers as a Certified Volunteer with the AARP Tax-Aide Foundation, assisting senior citizens and low-income families with federal and Maryland state tax preparation. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, particularly active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs with investment decisions made by an internal Investment Management Team.
Norris M
Series 66
Fort Worth, TX
Luther King Capital Management Corporation
Norris Mcclane is a financial advisor at Luther King Capital Management Corporation with 12 years of industry experience. He holds a Series 66 credential and previously worked at Avalon Advisors, LLC and Avalon Wealth Management LLC. Outside of his advisory role, he serves as an independent director and audit committee member at Vantage Bank and is involved in business consulting through Norris Robert Mcclane International, LLC. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, and government entities. The firm offers a range of investment services such as separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, pursuing fundamental, bottom-up analysis across various equity and fixed income strategies.
James E
CFP®
Fort Worth, TX
Hightower Advisors
James Elliott is a CFP® professional with six years at Hightower Advisors and four years of prior experience at Teak Tree Capital Management, totaling ten years in the financial industry. He is based in Fort Worth, TX. Hightower Advisors serves a diverse client base including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm focuses on manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and access to a wide range of investment vehicles.
Sean O
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Sean Obrien is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His work history includes roles at Principal Mutual Life Insurance Company, Principal Securities Inc., Symonds Wealth Management, Kestra Advisory, and First Command Brokerage Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a special 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 and Wealth Portfolio Managers using model portfolios and approved third-party managers.
Richard T
CFA®
Fort Worth, TX
Luther King Capital Management Corporation
Richard Truitt is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2001. Luther King Capital Management Corporation advises institutional and individual clients including trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple equity, fixed income, and balanced strategies, managing approximately $31.5 billion in regulatory assets.
Melissa P
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Melissa Pyle is a financial advisor at First Command Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at USAA Financial Advisors and Usaa Investment Management Company. Based in Fort Worth, TX, she has been with First Command Financial Services since 2020. 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 from prescreened managers and model portfolios.
Connor L
Series 66
Fort Worth, TX
Sanctuary Advisors, LLC
Connor Levesque is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors and Sanctuary Securities, Inc. Outside of his advisory work, he is employed at Trinity Forest Golf Club, where he works in member services and occasionally caddies. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm delivers customized investment programs through Advisor-Directed accounts, Separately Managed Accounts, Unified Managed Accounts, and both wrap and non-wrap solutions, utilizing a broad network of independent representatives and affiliated entities.
Jeff A
Series 63, Series 65
Fort Worth, TX
Guardian Life
Jeff Abodeely is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Aegis Capital Corp. Outside of his advisory role, he is involved in swimming pool sales and owns a business selling apparel and merchandise. Park Avenue Securities LLC, where he also serves, is a dually registered broker-dealer and SEC-registered investment adviser that offers brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of advisory programs using both in-house and third-party strategies.
Erin S
Series 66
Fort Worth, TX
Sanctuary Advisors, LLC
Erin Smith is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. Her career includes roles at Merrill, BB&T Securities, Truist Advisory Services, and Sanctuary Advisors. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and employs a network of independent advisors and affiliated broker-dealer services, supported by multiple sub-advisors and third-party platforms.
Michael K
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Michael Kucej is a financial advisor at First Command Advisory Services in Fort Worth, TX, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Command and its related entities since 2010. 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 Investment Management Team and Wealth Portfolio Managers who design and monitor model portfolios and select third-party managers from approved lists.
Peter M
Series 66
Fort Worth, TX
Cerity partners LLC
Peter Martin is a financial advisor with Cerity Partners LLC in Fort Worth, TX, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Arkadios Capital, BD4RIA, Inc., Martin Haley, LLC, Karsten Advisors, and Triad Advisors, Inc. Cerity Partners provides customized wealth management services to a broad national clientele, including individuals, families, trusts, estates, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and private-market investment offerings using proprietary quantitative screens alongside third-party managers and individual securities.
Kenneth J
Series 63, Series 66, Series 65
Fort Worth, TX
Empower Advisory Group
Kenneth Jacobs Jr. is a financial advisor with Empower Advisory Group in Fort Worth, TX, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Fidelity, Charles Schwab, Robinhood Financial, and Texas Aquafarm. 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. The firm offers integrated services with a focus on long-term portfolio returns and annual rebalancing through proprietary and third-party methodologies.
David L
CFA®, Series 63
Fort Worth, TX
Luther King Capital Management Corporation
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.
Andrew H
CFP®, Series 66
Fort Worth, TX
&PARTNERS
Andrew Henk is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at &Partners. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is the vice president of the board of directors for the Ellis County Fresh Water Supply District No.1 in Dallas, Texas. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, combining proprietary and third-party portfolio management strategies with a range of fee and transaction structures.
Bridget P
Series 66
Keller, TX
Commonwealth Financial Network
Bridget Palmer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for five years before joining Commonwealth in 2019. Palmer currently leads the Palmer Wealth Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, retirement consulting, and custody services.
Mason J
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
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.
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