Matthew Sherman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2012 and at Private Advisor Group since 2021. His outside business activities include providing non-variable insurance products such as life, annuity, LTC, and disability insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Mason Martin is a financial advisor at First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 2025. Prior to his advisory role, his work experience includes positions at Leaf Filter, Home Depot, and Texas A&M University Corpus Christi. 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, utilizing a centralized Investment Management Team to manage model portfolios across various asset classes.

David Maxwell is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Lake Point Advisory Group for 11 years. In addition to his advisory role, he owns Tip Top Financial, LLC, where he is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Laurence Bransgrove is a financial advisor with Primerica Advisors, holding CFP® and ChFC® designations and over 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he is involved with Bransgrove Brothers LLC, managing business strategies and accounting, and markets himself under the Wealth Advisory Group LLC name. Park Avenue Securities serves a wide retail client base, including individuals, high-net-worth investors, and organizations, offering brokerage and advisory services along with financial and business consulting. The firm utilizes proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.

Jing Lisanby is a financial advisor at First Command Advisory Services with a Series 66 designation and 10 years of industry experience. She has been with First Command in various capacities since 2015. Outside of her financial services career, she works as a fitness instructor at Gold's Gym. 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 and third-party managers selected by a centralized investment team.

Lakisha Brown is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She previously worked at Cetera and Avantax firms before joining First Command Advisory Services. Outside of her advisory role, she works as an independent Uber driver. 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 managed by centralized teams and Wealth Portfolio Managers.

Maurice Green is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. He previously served 25 years in the United States Army and has worked in logistics and real estate. He is the owner of Build In The Green LLC, a company focused on sustainable construction and eco-friendly property development, and is also involved in Liberty Logistics Solutions LLC as Director of Operations. First Command Advisory Services is an SEC-registered firm 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, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Anna Beasley is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential with six years of industry experience. Her career includes roles at multiple First Command entities since 2019 and prior experience with Scott C Rainville from 2015 to 2018. She is also the owner of a farming business where she handles accounting and bookkeeping related to passive farm income. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Dustin Ferreiro is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at First Command Advisory Services and its affiliated entities since 2013. He 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 particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Charlene May is a financial advisor at First Command Advisory Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Command since 2018, following roles at Strittmatter Wealth Management Group, LPL Financial, and Smart & Savvy. Outside of her advisory work, she is an independent consultant with Rodan+Fields, participating in multi-level marketing of skincare products. 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 model portfolios and third-party managers from prescreened lists.

David Van Der Wekken is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Financial Engines Advisors L.L.C., SCOTTRADE, Inc., and Wells Fargo Advisors. 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 and third-party managers selected by a centralized Investment Management Team.

Jason Vaughn is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has prior experience at Capital One, where he worked for seven years. Vaughn has also been affiliated with various First Command entities since 2025. 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 featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Allen Kozel is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Envoy Advisory Inc. and Odyssey Wealth Management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s investment profile.

Hazel Farinas Le Page is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at several First Command entities as well as at Dejavu. First Command Advisory Services, Inc. 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, delivering investment management through a centralized team that selects and monitors model portfolios and approved third-party managers.

Chelcie Sirvid is a financial advisor with First Command Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining First Command, Sirvid worked at Bank of America and Amedisys Home Health. 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 financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Fredrick Mesch III is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has been involved with multiple entities including Mesch Wealth Advisors and Mesch PLLC, which provides tax preparation and general accounting services. Outside of financial advising, he is engaged in managing commercial real estate and agricultural land through various ownership roles. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by offering a range of advisory programs and back-office support, including investment management, compliance, and practice management. The firm provides advisors discretion in portfolio construction and manages model portfolios through its Investment Management and Research team.

Azure Bradger is a CFP® professional with five years of industry experience, currently advising at First Command Advisory Services in Fort Worth, TX. Prior to this role, Bradger worked at Fidelity Investments and several other financial firms. 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 combining model portfolios and third-party managers, with investment management conducted through a centralized team.

Robert Williamson is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. His prior roles include positions at Hd Vest Advisory Services and H.D. Vest Investment Securities, Inc. He has worked at First Command Financial Services since 2019. 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 that utilize model portfolios managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Erin Bluske is a CFP® with 17 years of experience in financial advising, currently with Sanctuary Advisors, LLC. Her prior roles include positions at NewEdge Securities, BFS Advisory Group, Mercer Global Advisors, and Personal Capital Advisors. Outside of advising, she is a managing member of an LLC focused on RV travel planning and related real estate. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers a range of portfolio management and financial planning services, employing various investment approaches and acting as a fiduciary under advisory agreements.

Casey Griffin is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining First Command in 2025, he worked at Farpointe Wealth Advisors and Cetera, among other firms. He serves as Secretary on the board of the Lakeview Point Municipal Utility District of Palo Pinto County. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporations, 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 a centralized Investment Management Team to select and manage portfolios with discretionary authority granted by clients.