Jonathan Slater is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at RFG Advisory, LLC since 2019. His prior experience includes roles at Private Client Services, LPL Financial, and First City Bank. Outside of his advisory work, he serves as board chair for AMI Kids Emerald Coast, a nonprofit focused on GED and vocational support for at-risk children. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs primarily discretionary investment strategies, utilizing model portfolios, third-party platforms, and serves as sub-adviser to multiple ETFs, with additional offerings including retirement technology and access to alternative investments.

Jenna De Moss is a Series 66-licensed financial advisor at AssuredPartners Investment Advisors with seven years of industry experience. Her prior roles include positions at Kestra Advisory Services LLC, Bank of America, and Merrill Lynch. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit advisory services to individuals, trusts, retirement plans, and other entities through a team of advisors across multiple offices.

Dionna Cole is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked across multiple First Command entities since 2017. In addition to her advisory role, she serves as an administrative assistant to a financial advisor while studying to become a Licensed Assistant Financial Advisor under his mentorship. 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 various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Jeffery Noe Jr. is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and previously worked six years at Pratt & Whitney. His career at First Command includes roles across advisory, insurance, and brokerage services. 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.

Crystal Mc Leod is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. She has held various roles within First Command entities since 2008. 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 and Wealth Portfolio Managers.

Megan Caulfield is a CFP®-certified financial advisor with 19 years of industry experience. She currently serves at Kestra Advisory, having joined the firm in 2023 after a 17-year tenure at Ameriprise Financial Services, Inc. Outside of finance, she owns several businesses including a luxury denim company, a fashion and art company, and a media production company, and she is involved in acting, directing, and producing films. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and large institutional investors.

Marissa Cross is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. Prior to joining First Command, she served in the United States Air Force from 2015 to 2019. 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 design and monitor model portfolios and select third-party managers within defined program constraints.

Christopher Wilson is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with First Command Advisory Services since 2015 and previously worked at Rocky Bayou Country Club. Wilson holds the Series 66 designation. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Ralph Kauzlarich is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked for seven years. His prior experience includes roles at APR Energy, LLC and Georgia Military College. Outside of advising, he is president and COO of Kauz & Effect Consulting, LLC, a consulting business he founded that currently provides support to a law firm in a specific case. 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.

Cecil Redmon II is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has four years of industry experience, including six years of service in the United States Air Force. His career has been focused entirely within various First Command entities since 2022. 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 comprehensive financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to manage portfolios using mutual funds, ETFs, and third-party managers.

James Kersanac is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has been affiliated with NYLIFE Securities Inc and New York Life Insurance Company since the early 2000s. In addition to his advisory role, he acts as an outside brokering agent for various insurance companies, focusing on non-registered life, health, annuity, disability, accident, and cancer policies. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Frank Painter is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with First Command in various capacities since 2002. 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 and Wealth Portfolio Managers to manage discretionary portfolios using model portfolios and approved third-party managers.

James Renfroe is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Marcum Wealth, LPL Financial, Principal Financial Services, and BBVA, among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines active and passive management with quantitative, momentum, and fundamental analysis.

Jeffrey Johnson is a CFP® with Series 63 credentials affiliated with Private Advisor Group, LLC. He has one year of experience in financial advising and concurrently works at LPL Financial. Prior to his advising career, he has worked at Delta Air Lines for over ten years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that includes both discretionary and non-discretionary services.

Gustavo Corte is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background as a Master Sergeant in the US Air Force, where he served for 22 years. Outside of his advisory role, Gustavo owns and operates a seasonal Christmas light installation business. 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 and monitors portfolios using a platform-based approach.

Esteban Vergara is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with First Command in various capacities since 2008. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized 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 portfolios from prescreened fund and manager universes.

Kelly Chizek is a financial advisor at First Command Advisory Services with six years of industry experience. She holds a Series 66 designation and has worked within various branches of First Command since 2019. Prior to her financial services career, she was employed by the Clark County and North Union Community School Districts. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lauren Jarrell is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. She has four years of industry experience, including five years with Institutional Securities Corp and involvement with her own business, Lauren Jaclyn Desemar, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a variety of investment solutions, including proprietary and third-party model strategies, across multiple platform arrangements.

Parker Yates is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, Parker partners with clients to understand their short and long-term financial goals and collaborates with them to build customized financial plans tailored to their unique needs. Parker's experience at Fidelity Investments includes serving as a Planning Consultant from 2022 to 2026, a Relationship Manager in 2022, and an Investment Solutions Representative from 2020 to 2022. This progression reflects a solid background in financial planning and client relationship management. Outside of work, Parker enjoys concerts, cooking and baking, golf, outdoor adventures, and traveling.