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Dylan H

ChFC®, Series 66

Colleyville, TX

GWN Securities Inc.

Dylan Harig is a financial advisor with GWN Securities Inc. in Colleyville, TX, holding the ChFC® designation and Series 66 license, with 21 years of industry experience. He has worked at Highland Capital Brokerage and GWN Securities since 2012. Outside of his advisory role, he serves as Managing Director of RISE, a Medicare-related business, and is involved with Redwood Financial, focusing on fixed annuity and insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including unique legacy market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Chad C

Series 66

Fort Worth, TX

First Command Advisory Services

Chad Cody is a Series 66-credentialed financial advisor with 21 years of industry experience. He has worked at firms including First Command Financial Services, TD Ameritrade, Securities America Advisors, Fidelity, and Morgan Stanley. He is currently with First Command Advisory Services in Fort Worth, TX, where he has been since 2016. 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 design and manage model portfolios built from mutual funds, ETFs, and third-party managed accounts.

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

Series 66

Fort Worth, TX

First Command Advisory Services

Christian Schad is a financial advisor at First Command Advisory Services with one year of industry experience. He holds the Series 66 designation and previously worked at Mercer and Pavilion Advisory Group. 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, utilizing a centralized Investment Management Team that selects and monitors model portfolios and third-party managers from prescreened lists.

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

Series 65

Colleyville, TX

Mercer Global Advisors Inc.

Joseph Mcintosh is a financial advisor with Mercer Global Advisors Inc. in Colleyville, TX, holding a Series 65 designation and 11 years of industry experience. He previously worked at Steward Financial Group, LLC for 10 years before joining Mercer in 2023. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options including ETFs and separate accounts.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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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 one year of industry experience. She holds the Series 66 designation and has previously worked at Paycom, LLC, JMJ Phillip Recruiting, The Connor Group, and Target. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team 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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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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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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Janet G

Series 65, Series 66

Fort Worth, TX

First Command Advisory Services

Janet Guziak is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 66 licenses and bringing seven years of industry experience. Her career includes roles at Avantax Advisory Services and multiple Cetera entities before joining First Command Financial Services. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a long-standing 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 oversee model portfolios and third-party manager selections.

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 as an advisor at First Command Advisory Services in Fort Worth, TX. He has been with First Command Advisory Services since 2015 and was associated with First Command Financial Planning, Inc. beginning in 2014. Outside of his advisory role, he volunteers with the AARP Tax-Aide Foundation, assisting senior citizens and low-income families with their federal and state tax filings. 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 provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios across a range of investment vehicles.

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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Jeremy F

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Jeremy Flynn 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. He has also operated Flynn's Financial Coaching since 2017, focusing on helping clients develop healthy money habits. Additionally, Flynn serves as an Army Reserve Career Counselor, a role he has maintained since 2009. 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 and Wealth Portfolio Managers for portfolio oversight and manager selection.

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