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Bryson S

Series 63, Series 66

Belton, TX

PNC Wealth Management

Bryson Seekins is a financial advisor with PNC Wealth Management in Belton, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Cadence Wealth Management, Eagle Strategies, NYLIFE Securities LLC, and New York Life. He also serves as Treasurer for the Belton United Wesley Foundation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio platform for employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Ramon J

Series 66

Killeen, TX

First Command Advisory Services

Ramon Jimenez is a financial advisor with First Command Advisory Services in Killeen, TX, holding a Series 66 designation and four years of industry experience. He has worked with various First Command entities since 2021 and is also the owner of Epiphany Management Solutions, LLC and Epiphany Real Estate, LLC, where he oversees operations and financial management. Additionally, he serves as Treasurer of a small nonprofit, Thirsty People, and Secretary for the Rio Bravo Project, a nonprofit providing tutoring and Jiu-Jitsu to children in Juarez, Mexico. 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, using a structured approach that limits outside adviser involvement.

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

Series 63, Series 65

Salado, TX

First Command Advisory Services

Samantha Hilliard is a financial advisor at First Command Advisory Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 1996. Outside of her advisory role, she is president of the Arabian Hunter Pleasure Association, a nonprofit connected to the Arabian horse community, and is actively involved in buying, selling, and showing horses through her ownership of Pecan Valley Farm. 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, employing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios using mutual funds, ETFs, separately managed accounts, 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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Dylan R

Series 66

Temple, TX

Commonwealth Financial Network

Dylan Ripley is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Commonwealth in 2022. Ripley is a co-owner of Cedarwood Financial Partners, LLC, a private entity established to facilitate advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Angel S

Series 66

Temple, TX

Commonwealth Financial Network

Angel Santiago is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has seven years of industry experience, previously working at Edward Jones, Raymond James Financial Services, and Extraco Wealth and Trust. Outside of his advisory role, Santiago has been an independent distributor for 4Life Research since 2004. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers various investment solutions, including discretionary model portfolios and personalized indexing, while supporting advisors with compliance and practice management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Patricia W

Series 66

Belton, TX

CWM, LLC

Patricia Wilder is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with CWM, LLC and has previously worked at Edward Jones and LPL Financial. Wilder volunteers with the Dripping Springs Lions Club, where she mentors children and performs eye exams. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, typically managing accounts discretely with model portfolios and a combination of fundamental and technical analysis.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gabriel L

Series 63, Series 65

Temple, TX

SPC

Gabriel Logsdon is a financial advisor at SPC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of finance, he serves as the senior pastor and president of the board of directors at Calvary Chapel Temple in Temple, TX, and is involved in family agricultural businesses. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options along with co-advisor arrangements with third-party managers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Todd V

Series 63, Series 66

Temple, TX

Commonwealth Financial Network

Todd Vincent is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 26 years before joining Commonwealth in 2022. Outside of his advisory role, Vincent is involved in managing several business ventures, including co-ownership of a wedding venue in Gatesville, TX. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction while offering model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Tyler V

Series 66

Temple, TX

Commonwealth Financial Network

Tyler Vincent is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth in 2026, he held various roles including at Cedarwood Financial Partners and multiple business ventures such as The Vincent Homestead and Paramount Wastewater Solutions. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kevin M

CFP®, Series 66

Temple, TX

Independent Advisor Alliance, LLC

Kevin Meyer is a CFP® professional with 16 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has prior experience with LPL Financial and Waddell & Reed, Inc., among other firms. Meyer is also involved in an investment-related business operating as SP Meyer & Co, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and retirement plans, offering services such as asset management, financial planning, and retirement consulting. The firm employs a network model with hundreds of advisory representatives and utilizes various portfolio management strategies and technology platforms to support client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Michael M

ChFC®, Series 66

Killeen, TX

First Command Advisory Services

Michael Mower is a financial advisor with First Command Advisory Services in Killeen, TX, holding ChFC® and Series 66 credentials and seven years of industry experience. Prior to his current roles within various First Command entities since 2018, he worked for Central Texas College from 2016 to 2021 and managed a music business for over a decade. He serves on the Central Texas College Foundation Board of Directors, assisting with scholarship fundraising. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis 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 using a disciplined 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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Daniel G

ChFC®, Series 66

Killeen, TX

First Command Advisory Services

Daniel Gonzalez is a ChFC® and Series 66–registered advisor with First Command Advisory Services in Killeen, TX. He has nine years of industry experience, all with First Command entities, including First Command Insurance Services and First Command Financial Planning. 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 centrally by an 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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John C

Series 63, Series 65

Killeen, TX

First Command Advisory Services

John Corridon is a financial advisor with First Command Advisory Services in Killeen, TX. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to his current role, he held positions at various First Command entities and has work experience outside finance including roles at Home Depot and as a student. He also worked briefly in other industries including food service and property management. 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 centrally by an 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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Gavin P

Series 65, Series 63

Killeen, TX

First Command Advisory Services

Gavin Plowman is a financial advisor with First Command Advisory Services in Killeen, TX. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to entering financial services, he served in the U.S. Army. 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 using a range of mutual funds, ETFs, 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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Byron R

Series 63, Series 65

Killeen, TX

First Command Advisory Services

Byron Rogers is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with First Command Advisory Services and First Command Financial Planning, Inc. since 2015. Outside of his advisory role, he owns an LLC that supports his First Command business operations. 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 various wrap-fee asset management programs that utilize 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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Jacklyn L

Series 66

Belton, TX

Goldman Sachs Wealth Services

Jacklyn Lackey is a Series 66 credentialed financial advisor with 15 years of industry experience. She is currently with Goldman Sachs Wealth Services, where she has worked since 2014 in two separate periods, and has prior experience at The Ayco Company, L.P./Mercer Allied and Wells Fargo Clearing. Goldman Sachs Wealth Services advises a diverse client base, including individual investors across wealth levels, corporate participants, executives, and institutional clients. The firm combines financial planning and portfolio management with specialized programs and access to alternative investments, utilizing strategic allocation models and both discretionary and non-discretionary implementations tailored to client objectives.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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James F

Series 66, Series 63

Killeen, TX

LPL Financial

James Fazio is a financial advisor at LPL Financial with Series 66 and Series 63 credentials and four years of industry experience. He has been with LPL Financial and Beronio Wealth Planning since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from in-house and third-party sources.

College savings (529s, UTMA, etc.)
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Thomas H

CFP®, Series 63, Series 66

Temple, TX

Edward Jones

Thomas Howell Jr. is a Certified Financial Planner® with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kyle J

Series 66

Killeen, TX

Edward Jones

Kyle Jeter is a Series 66-credentialed financial advisor with Edward Jones in Killeen, TX, where he has worked since 2009. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Military & Veterans
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Pauline J

Series 63, Series 65

Salado, TX

LPL Financial

Pauline Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and third-party research to provide discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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