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Nicolas D
Series 63, Series 66
Fort Worth, TX
PNC Wealth Management
Nicolas Del Tatto is a financial advisor at PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His career includes positions at Bank of America, Merrill, and TD Ameritrade/Charles Schwab. Outside of traditional financial services, he briefly worked with We Buy Homes in USA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to PNC Bank employees. The firm uses approved model strategies managed by PNC or third parties with mutual funds and ETFs, relying on algorithmic risk assessments and annual rebalancing.
Michael B
Series 63, Series 66
Weatherford, TX
Commonwealth Financial Network
Michael Barron is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Premier Business Consultants, Raymond James Financial, and his own firm, Barron Wealth Strategies. Barron is also the owner of Texas Financial Divorce Solutions, LLC, a firm specializing in divorce planning. Commonwealth Financial Network serves a national network of advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.
Kelley C
Series 66
Fort Worth, TX
First Command Advisory Services
Kelley Conley is a Series 66-licensed financial advisor at First Command Advisory Services with four years of industry experience. Prior to joining the firm, Conley held roles at Virginia Commonwealth University, the University of Kentucky, and Spectator Hotel. Conley is based in Fort Worth, TX. First Command Advisory Services is an SEC-registered investment adviser specializing in financial planning and asset management for individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers a range of wrap-fee programs managed centrally by an Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and an employee-owned structure.
Cody H
Series 66, Series 63
Fort Worth, TX
First Command Advisory Services
Cody Howe is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Robinhood Markets, Inc., Fidelity Brokerage Services LLC, and First Command Brokerage Services Inc. Prior to his financial career, he was employed at Pizza Hut and the University of Texas at Arlington. 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 provides financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.
Annette M
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Annette Medley is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has experience working in the financial services industry since 2013, including roles at MassMutual, New York Life, and First Command. Outside of her advisory work, she also operates as a certified life coach and works as a Lyft 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team.
Sherrie K
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Sherrie Keylon is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior work includes roles at LPL Financial, The Public Utility Commission of Texas, The Home Depot, ELK Electric Inc, Kestra Investment Services, and Mass Mutual Investors 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, utilizing a centralized Investment Management Team to design and monitor model portfolios with discretionary authority.
Daniel D
CFA®, Series 63
Fort Worth, TX
Luther King Capital Management Corporation
Daniel Downes is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2014. Based in Fort Worth, TX, he holds a Series 63 license. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple asset classes and offers a range of services such as separately managed portfolios, sub-advisory, and model portfolio solutions.
Brian F
Series 66
Fort Worth, TX
First Command Advisory Services
Brian Fibiger is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Thrivent Investment Management and TD Ameritrade, and he has been with First Command in various capacities since 2014. He also served at Christ Lutheran Church from 2018 to 2021. 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 through a centralized Investment Management Team and Wealth Portfolio Managers, using approved third-party managers and a structured investment approach.
Jonathan H
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Jonathan Holt is an advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked in mortgage lending and home construction. 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 using model portfolios managed by a centralized team and wealth portfolio managers.
Ryan H
Series 66
Fort Worth, TX
First Command Advisory Services
Ryan Holbert is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 20 years of industry experience, including previous roles at Cambridge Investment Research and Prudential Insurance Company of America. Holbert is also affiliated as an Investment Advisor Representative with CIRA. 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.
John A
CFP®, Series 66
Fort Worth, TX
First Command Advisory Services
John Albert is a CFP® with 17 years of industry experience, currently with First Command Advisory Services. His career includes roles at First Command Insurance Services, Brokerage Services, and Financial Services, as well as two years at Securian Financial Services. First Command Advisory Services, Inc. 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 featuring model portfolios constructed and monitored by a centralized Investment Management Team.
Heather B
CFP®, ChFC®, Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Heather Brock is a CFP® and ChFC® with 15 years of experience in the financial services industry. She has been with First Command Advisory Services since 2015 and has held various roles within affiliated First Command entities since 2005. Based in Fort Worth, TX, her career includes experience in advisory, insurance, financial planning, brokerage, and banking operations. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves 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, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.
Tyler S
Series 65
Fort Worth, TX
Hightower Advisors
Tyler Seibold is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. He previously worked at Deloitte Tax LLP and Invoke Tax Partners, and he attended Texas A&M University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to deliver portfolio management and financial planning services.
Mark J
CFA®, CIC, Series 63, Series 65
Fort Worth, TX
Luther King Capital Management Corporation
Mark Johnson is a CFA® and CIC-designated financial advisor with 24 years of experience at Luther King Capital Management Corporation, where he has worked since 2002. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, pursuing fundamental, bottom-up analysis across multiple equity and fixed income strategies.
William B
Series 66
Fort Worth, TX
First Command Advisory Services
William Bartels III is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and bringing 19 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with First Command Financial Planning Inc. since 2006. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and third-party managers.
Lucas L
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Lucas Lopez Acevedo is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials. He began his career at First Command in 2026 and has prior experience serving in the U.S. Army. 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 featuring model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.
Michael H
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Michael Hager is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and previously served in the United States Marine Corps for 21 years. Hager’s background includes roles across multiple First Command entities since 2024. 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 various wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Jeffrey P
CFP®, Series 66
Fort Worth, TX
Cerity partners LLC
Jeffrey Paladini is a financial advisor at Cerity Partners LLC in Fort Worth, TX, holding CFP® and Series 66 credentials with 25 years of industry experience. His prior roles include positions at Arkadios Capital, BD4RIA, Inc., Triad Advisors Inc., and Karsten Advisors. Outside of advisory work, he is a one-third owner of a construction company in Colorado involved in custom building and equipment rentals. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, incorporating both third-party and direct investment strategies, and provides access to alternative and private market solutions for qualified clients.
Andrew L
Series 66
Weatherford, TX
Commonwealth Financial Network
Andrew Lane is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has worked at firms including Raymond James Financial Services Advisors and Barron Wealth Strategies. Lane is also involved in divorce planning through Texas Financial Divorce Solutions. 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 back-office support, including investment management, compliance, and practice-management services.
Charles S
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Charles Spencer is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his current role, he worked at Amazon and Shipt and has served as a college advisor helping students with SAT preparation and college applications. He also volunteers as an instructor for a virtual retirement education course through the University of Alaska Fairbanks. 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, utilizing a centralized Investment Management Team to design and monitor portfolios.
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1,699 advisors near
76108
within the area shown on the map
Out of 400,000+ nationwide