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Stephanie S
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Stephanie Schuller is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. Her prior experience includes roles at Avantax Investment Services, Cetera Financial Specialists, and Farpointe Wealth 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 multiple wrap-fee asset management programs built from mutual funds, ETFs, and third-party managed accounts, using a centralized investment management team to select and monitor portfolios.
Michael B
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Michael Bunting is a financial advisor with First Command Advisory Services based in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked with various entities under the First Command umbrella since 2005. Outside of his advisory role, he is president of MD Bunting Inc., a company related to his financial advisory activities. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.
Robert M
CFP®, ChFC®, Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Robert Milmore is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently affiliated with First Command Advisory Services and serves as president of Milmore Advisory Group. Additionally, Milmore holds a military officer position in the US Army Reserves, where he is involved with USSPACECOM CHoPS; J3. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Yareli R
Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Yareli Roudybush is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Wells Fargo, Alaska USA, and the University of Arizona Global Campus. 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 and Wealth Portfolio Managers.
Hunter A
Series 63, Series 65
Fort Worth, TX
Kestra Advisory
Hunter Anderson is a financial advisor with Kestra Advisory in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Kestra Investment Services, Chevron, and experience in the hospitality and event staffing sectors. Hunter has also been involved with Trinity Event Staffing for several years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and manages diverse investment platforms with a range of client types, including large institutional investors.
David M
CFA®, Series 63, Series 65
Fort Worth, TX
Luther King Capital Management Corporation
David May is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. Outside of his advisory role, he serves as a director for Upland Software, Inc. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory, model portfolio services, and financial planning. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages approximately $31.5 billion in assets.
Jordan P
CFP®, ChFC®, Series 66
Fort Worth, TX
First Command Advisory Services
Jordan Patterson is a CFP®, ChFC®, and Series 66-licensed advisor with 11 years of industry experience, currently with First Command Advisory Services. He has been with the firm and its affiliated entity, First Command Financial Planning, Inc., since 2014. The firm primarily serves individuals, corporate, and charitable clients with a particular focus on active-duty service members and their families. First Command Advisory Services offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Brittny A
CFA®, Series 63
Fort Worth, TX
Luther King Capital Management Corporation
Brittny Allred is a CFA® charterholder based in Fort Worth, TX, with 10 years of industry experience. She has been with Luther King Capital Management Corporation since 2013. 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 various equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.
Michael Y
CFA®
Fort Worth, TX
Luther King Capital Management Corporation
Michael Yeager is a CFA® charterholder at Luther King Capital Management Corporation with 12 years of industry experience. He has been with Luther King Capital Management Corporation since 2001. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, and model portfolio management. The firm employs a fundamental, bottom-up investment approach across multiple asset classes and serves clients such as trusts, pension plans, government entities, and registered investment companies.
Timothy H
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Timothy Hyde is an advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience from his current roles at various First Command entities since 2025. Hyde also serves in the United States Air Force, a position he has held since 2004. 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, managing model portfolios and third-party managers through a centralized Investment Management Team.
Tina C
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Tina Caddell is a financial advisor at First Command Advisory Services with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with First Command Financial Planning, Inc. since 2015. First Command Advisory Services 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 centralized investment management and a prescribed selection of third-party managers.
Adrian M
Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Adrian Moon is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at First Command Insurance Services, First Command Brokerage Services, Precision Security LLC, and four years of service in the United States 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers.
Benjamin S
Series 66
Fort Worth, TX
Guardian Life
Benjamin Stevenson is a financial advisor with Guardian Life and holds the Series 66 designation. He has experience at Park Avenue Securities and American Fidelity Assurance Company, and previously worked in education. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and proprietary programs.
Christopher M
Series 63, Series 65
Fort Worth, TX
Cerity partners LLC
Christopher Mc Neal is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, RBC Capital Markets, LLC, Raymond James Financial Services Advisors, Inc., and Jackson National Distributors, LLC. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and other institutional investors, providing customized wealth management services and access to alternative and private market solutions through a client-specific investment framework.
Luke P
CFP®, Series 66
Fort Worth, TX
Commonwealth Financial Network
Luke Palmer is a CFP® with 17 years of industry experience, currently serving as an advisor at Commonwealth Financial Network. He previously worked at Edward Jones for 11 years and co-owned Bisdorf Palmer, LLC before launching Palmer Wealth Group. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.
Gary W
CFA®
Fort Worth, TX
Luther King Capital Management Corporation
Gary Walsh is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Luther King Capital Management Corporation since 1995. Luther King Capital Management Corporation advises a mix of institutional and individual clients, including trusts, foundations, pension plans, and registered investment companies. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages a range of separately managed portfolios, mutual funds, and private investment vehicles.
Susan G
CFP®, Series 63
Fort Worth, TX
Luther King Capital Management Corporation
Susan Gomez is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Luther King Capital Management Corporation since 2023. She is also the managing member and chief compliance officer of KONNECT Health and Wealth LLC, a role she has held since 2013. Luther King Capital Management Corporation advises a diverse client base that includes individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs a fundamental, bottom-up investment approach across various equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.
Steven Z
Series 63, Series 65, Series 66
Hudson Oaks, TX
PNC Wealth Management
Steven Zarkivach is a financial advisor with PNC Wealth Management in Weatherford, TX, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His prior work includes roles at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and COMPASS Bank between 2013 and 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy available by invitation. The firm employs algorithm-driven risk assessment and relies on third-party strategists for portfolio implementation and proxy voting.
Chalitda H
Series 66
Fort Worth, TX
First Command Advisory Services
Chalitda Hughes is a financial advisor at First Command Advisory Services with a Series 66 designation and five years of experience. Her career includes roles at multiple First Command entities since 2021, along with prior experience as a tutor and in the fitness industry. She serves as Treasurer for the Monterey Bay Spouses Club, where she manages the organization's finances. 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 using model portfolios managed by a centralized Investment Management Team.
John O
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
John Osarczuk Jr. is a financial advisor at First Command Advisory Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command-affiliated firms since 2004. Based in Fort Worth, TX, he has spent over a decade at First Command Advisory Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a strong focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with discretionary authority under an Investment Management Agreement.
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1,699 advisors near
76108
within the area shown on the map
Out of 400,000+ nationwide