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Brianna G

Series 66

Fort Worth, TX

First Command Advisory Services

Brianna Gholston is a financial advisor at First Command Advisory Services with a Series 66 designation and two years of industry experience. Her prior work includes roles at First Command Financial Services, Paycom, The Connor Group, JMJ Phillip Recruiting, and Target. 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 by a centralized Investment Management Team.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Ieshia Landrum is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to her advisory role, she served 21 years in the United States Army and subsequently worked with the Department of Veterans Affairs for one year. 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 by a centralized investment team and wealth portfolio managers, utilizing model portfolios and third-party managers selected from approved lists.

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

Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

Jaie Arlington is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 12 years before joining Sanctuary Securities in 2021. Arlington serves as a power of attorney for his parents’ investment accounts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a nationwide network of more than 400 independent investment adviser representatives. The firm offers diverse portfolio management options and employs various analytical approaches, acting as a fiduciary when a written advisory agreement exists.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Anthony E

CFP®, Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Anthony Eickhoff is a CFP®-designated financial advisor with 19 years of industry experience. He has been with First Command Advisory Services since 2015 and also associated with First Command Financial Planning, Inc. since 2014. Based in Fort Worth, TX, he holds Series 63 and Series 66 licenses. 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, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers within a structured, employee-owned platform.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Teri Schweiger is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has worked with various First Command entities since 2014, including Brokerage Services, Insurance Services, Financial Planning, and Advisory 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 in-house portfolio management and a centralized Investment Management Team to select approved 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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Ruben C

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Ruben Camacho is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he co-owns and manages residential rental properties. 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, using a centralized Investment Management Team to select and monitor model portfolios 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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Sean F

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Sean Ferreiro is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with First Command Advisory Services and its affiliated entities since 2015. 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, utilizing a centralized Investment Management Team to design and manage model portfolios through approved 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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Stephen T

Series 66

Irving, TX

Goldman Sachs Wealth Services

Stephen Taylor is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Irving, TX, bringing four years of industry experience. He has been with Goldman Sachs since 2019. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, corporate and plan sponsors, and institutional clients, providing tailored financial planning and portfolio management. The firm integrates strategic allocation models and proprietary research with a range of service offerings, leveraging the broader Goldman Sachs ecosystem.

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

Series 66

Fort Worth, TX

First Command Advisory Services

Gian Motta is a Series 66-licensed financial advisor with six years of industry experience, currently affiliated with First Command Advisory Services in Fort Worth, TX. His background includes roles at First Command Insurance Services, First Command Brokerage Services, and Vectrus. 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 who select preapproved managers and construct model portfolios.

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

CFP®, Series 63, Series 66

Ft. Worth, TX

PNC Wealth Management

Loyd Beacham IV is a CFP® professional with eight years of industry experience, currently serving as an advisor at PNC Wealth Management in Ft. Worth, TX. His prior roles include positions at Coppell Advisory Solutions LLC, Badger Creek Advisors, and Voya Investment Management. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that employs algorithm-driven portfolio strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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William R

CFP®, Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

William Reuter Jr. is a CFP® professional with 12 years of industry experience, currently serving at First Command Advisory Services since 2015. He also volunteers as a Certified Volunteer with the AARP Tax-Aide Foundation, assisting senior citizens and low-income families with federal and Maryland state tax preparation. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, particularly active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs with investment decisions made by an internal Investment Management Team.

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

Series 66

Fort Worth, TX

Luther King Capital Management Corporation

Norris Mcclane is a financial advisor at Luther King Capital Management Corporation with 12 years of industry experience. He holds a Series 66 credential and previously worked at Avalon Advisors, LLC and Avalon Wealth Management LLC. Outside of his advisory role, he serves as an independent director and audit committee member at Vantage Bank and is involved in business consulting through Norris Robert Mcclane International, LLC. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, and government entities. The firm offers a range of investment services such as separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, pursuing fundamental, bottom-up analysis across various equity and fixed income strategies.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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James E

CFP®

Fort Worth, TX

Hightower Advisors

James Elliott is a CFP® professional with six years at Hightower Advisors and four years of prior experience at Teak Tree Capital Management, totaling ten years in the financial industry. He is based in Fort Worth, TX. Hightower Advisors serves a diverse client base including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm focuses on manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and access to a wide range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Sean O

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Sean Obrien is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His work history includes roles at Principal Mutual Life Insurance Company, Principal Securities Inc., Symonds Wealth Management, Kestra Advisory, and First Command Brokerage Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a special 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 and Wealth Portfolio Managers using model portfolios and approved 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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Richard T

CFA®

Fort Worth, TX

Luther King Capital Management Corporation

Richard Truitt is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2001. Luther King Capital Management Corporation advises institutional and individual clients including trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple equity, fixed income, and balanced strategies, managing approximately $31.5 billion in regulatory assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Melissa P

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Melissa Pyle is a financial advisor at First Command Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at USAA Financial Advisors and Usaa Investment Management Company. Based in Fort Worth, TX, she has been with First Command Financial Services since 2020. 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 from prescreened managers and model portfolios.

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

Series 66

Irving, TX

Goldman Sachs Wealth Services

Dylan Vertner is a Series 66-licensed advisor at Goldman Sachs Wealth Services with four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Veterans United Home Loans and has held various roles including at Columbia Country Club, University of Missouri Operations, and Macklan Ent. Outside of advisory work, he is an independent contractor at TaskRabbit, performing general labor tasks. Goldman Sachs Wealth Services serves a wide range of clients from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm employs strategic and tactical allocation models supported by proprietary analytics and integrates capabilities across Goldman Sachs affiliates to deliver comprehensive wealth advisory solutions.

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

Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

Connor Levesque is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has worked at Sanctuary Advisors, Sanctuary Securities, and Equitable Advisors. Outside of his advisory role, he is employed in member services and occasionally caddies at Trinity Forest Golf Club in Dallas. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of over 400 independent advisers, offering portfolio management, retirement plan consulting, and other advisory services through a variety of investment strategies and account types.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Erin S

Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

Erin Smith is a financial advisor at Sanctuary Advisors, LLC in Fort Worth, TX, holding a Series 66 designation with 22 years of industry experience. Her prior roles include positions at Truist Advisory Services, BB&T Securities, Higginbotham, and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of portfolio management programs and employs various analytical approaches, operating as a fiduciary under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Michael K

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Michael Kucej is a financial advisor at First Command Advisory Services in Fort Worth, TX, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Command and its related entities since 2010. 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 Investment Management Team and Wealth Portfolio Managers who design and monitor model portfolios and select third-party managers from approved lists.

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