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 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 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 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 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.

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.

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 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 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 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 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 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 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 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 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 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 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 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 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 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.