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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.
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.
Shannon Y
Series 66
Temple, TX
PNC Wealth Management
Shannon Young is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. She has worked at PNC since 2021 and previously held roles at BBVA Wealth Solutions Inc., BBVA Securities Inc., Compass Bank, and BBVA Compass Insurance Agency, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm employs algorithm-driven model selection and delegates portfolio management to third parties, focusing on mutual funds and ETFs with annual rebalancing.
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.
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.
David B
Series 66
Temple, TX
Commonwealth Financial Network
David Boothby Jr. is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for five years before joining Commonwealth in 2022. Outside of his primary role, he is co-owner of Cedarwood Financial Partners, LLC, a private entity facilitating advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.
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.
Troy B
Series 63, Series 65
Temple, TX
Independent Financial Group, LLC
Troy Bennett is a financial advisor with Independent Financial Group, LLC in Temple, Texas, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Independent Financial Group since 2010, with prior experience at Ameritas Investment Company, LLC and Carillon Investments, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm uses a combination of firm- and third-party investment models, strategic asset allocation, and ongoing portfolio monitoring across various risk profiles.
Gabriel L
Series 63, Series 65
Temple, TX
SPC
Gabriel Logsdon is a financial advisor with SPC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2014 and worked previously at Principal Financial Services. Outside of finance, he serves as Senior Pastor and President of the Board of Directors at Calvary Chapel Temple in Temple, TX, where he leads church operations and provides pastoral care. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and maintains notable affiliations with broker-dealers and insurance agencies.
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.
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.
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.
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.
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.
Julian T
Series 66
Temple, TX
PNC Wealth Management
Julian Tahimik is a financial advisor with PNC Wealth Management, holding a Series 66 designation and five years of industry experience. Prior to joining PNC Investments in 2025, he worked at First Command Insurance Services and related entities from 2019 to 2025 and has served as a Budget Control Officer in the Texas Army National Guard since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses approved model investments managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.
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.
Gavin P
Series 63, Series 65
Killeen, TX
First Command Advisory Services
Gavin Plowman is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 designations and has one year of industry experience. His prior work includes service in the U.S. Army and roles at several First Command entities. 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 comprehensive financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
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.
Steven L
Series 66
Temple, TX
First Command Advisory Services
Steven Loos is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. He has a background that includes nearly three decades in the U.S. Army and tenure at First Command-affiliated firms since 2018. Loos serves as a board member for the Knights of Columbus in Temple, TX. 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 centralized teams using model portfolios and approved third-party managers.
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.
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