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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.

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

Series 66

Fort Worth, TX

First Command Advisory Services

Chalitda Hughes is a Series 66-registered financial advisor with First Command Advisory Services in Fort Worth, TX, with four years of industry experience. Her prior roles include work with First Command Insurance Services and First Command Brokerage Service, as well as experience as a tutor and involvement with fitness-related activities. She serves as Treasurer on the board of the Monterey Bay Spouses Club, managing the organization’s finances and compliance. 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 multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and 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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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.

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

Series 66

Fort Worth, TX

First Command Advisory Services

Annmarie Trombino is a Series 66-credentialed financial advisor with eight years of experience at First Command Advisory Services in Fort Worth, TX. Her career includes roles across multiple First Command entities since 2018 and prior experience in the hospitality industry. She is also the owner of Annmarie Trombino LLC, which is used solely for compensation purposes. 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 wrap-fee asset management programs managed by an internal Investment Management Team using a disciplined, model-based approach.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Jacinto Serna is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory career, he served in the United States Military for 29 years. 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 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.

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

Series 63, Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Juan Landa is a financial advisor at Luther King Capital Management Corporation with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Luther King Capital Management since 2022, following roles at Avalon Wealth Management LLC, Avalon Advisors, LLC, and Matterhorn Capital Management LLC. Luther King Capital Management Corporation serves a wide range of clients 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 multiple mutual funds, private partnerships, and separately managed accounts.

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

Series 63, Series 65

Fort Worth, TX

Sanctuary Advisors, LLC

Larry Milton is a financial advisor with Sanctuary Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who provide customized investment strategies and portfolio management solutions through various programs and platforms.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Amanda Jenkins is a financial advisor at First Command Advisory Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates, Ameriprise Financial Services, and McDonald Partners. Based in Fort Worth, TX, she has been with First Command Brokerage Services since 2019. 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, employing a centralized investment management team to design and manage model portfolios and select 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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Kayley N

Series 66

Fort Worth, TX

First Command Advisory Services

Kayley Neri is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and having nine years of industry experience. She has been with First Command in various capacities since 2017. Outside of her advisory role, she owns rental properties managed by a third party. 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.

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

Series 66

Fort Worth, TX

First Command Advisory Services

William Barr is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and six years of industry experience. He previously served seven years in the U.S. Marine Corps before joining First Command Financial in 2017. Barr is also the owner of 8412 Financial Services LLC, a separate investment-related business. First Command Advisory Services 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 offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and employee ownership.

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

Series 66

Fort Worth, TX

Eagle Strategies (NY Life)

Katie Hutto is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding a Series 66 credential and 13 years of industry experience. She has been involved with firms including NYLIFE Securities LLC and May Financial Strategies, LLC. Outside of her advisory work, she is a partner in Easy Clean Maids, a residential cleaning business, and serves on the finance committee of The Family Initiative, a nonprofit child welfare agency. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailored solutions across multiple program types, with a focus on serving individual investors and institutional plan sponsors within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Nora C

Series 63, Series 66

Fort Worth, TX

Truist Advisory Services

Nora Carrillo is a financial advisor at Truist Advisory Services with 16 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Fidelity, and BB&T Securities. Carrillo is based in Fort Worth, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research tools.

Founder/Business Owner Executive
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Mark E

CFP®, Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Mark Ernst is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at First Command Advisory Services since 2024. He previously worked for TIAA-CREF and TIAA from 2015 to 2024. First Command Advisory Services is an SEC-registered investment adviser focusing on 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 that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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

Series 66

Fort Worth, TX

First Command Advisory Services

Teresa De Long is a Series 66 licensed financial advisor with First Command Advisory Services in Fort Worth, TX, where she has worked since 2023. She has three years of industry experience and prior work history in various sectors including insurance services and retail. Outside of her advisory role, she manages a rental property that was formerly her primary residence. 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 provides financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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

CFP®, Series 66

Fort Worth, TX

First Command Advisory Services

Alexander Tyler is a CFP® with six years of industry experience currently serving at First Command Advisory Services in Fort Worth, TX. His work history includes roles at multiple First Command entities since 2020 as well as earlier positions in education with Aledo ISD and Guthrie Public School. He is also the owner of ATT Financial Services LLC, a business he uses to manage First Command-related commissions, revenue, and expenses. 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 who select and monitor model portfolios and 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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Brandon M

Series 66

Fort Worth, TX

First Command Advisory Services

Brandon Massey is a Series 66-licensed financial advisor with First Command Advisory Services in Fort Worth, TX, where he has worked since 2015. He has 21 years of industry experience and has held roles within multiple First Command entities, including Advisory Services, Brokerage Services, and Financial Planning. First Command Advisory Services 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 offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to design and manage 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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Jacob R

Series 63, Series 66

Fort Worth, TX

Kestra Advisory

Jacob Richter is a financial advisor with Kestra Advisory based in Fort Worth, TX, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He previously worked at Edward Jones for 15 years before joining Kestra in 2021. Outside of his advisory role, he serves on multiple nonprofit boards, including the Fort Worth Stock Show & Rodeo and Junior Achievement of the Chisholm Trail. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, with capabilities that extend to large institutional investors including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Gregory C

Series 63, Series 66

Fort Worth, TX

Cerity partners LLC

Gregory Czarnecky is a financial advisor with Cerity Partners LLC in Fort Worth, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments, Uber Eats, and HR Solid Foundation. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and access to alternative and private-market investments through proprietary quantitative screens and third-party managers.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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John B

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

John Bennett is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with First Command Financial Services and its affiliated entities since 1996. Bennett is also the owner of B G M LLC, an entity established to operate his First Command business. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from preapproved 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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Jonathon N

Series 66

Fort Worth, TX

First Command Advisory Services

Jonathon Na is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked in various roles within First Command since 2020. Prior to joining First Command, he held positions at BlackHawk Manufacturing Group and Strike Industries. 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, using a centralized Investment Management Team to select and manage portfolios.

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