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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.

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

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

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Adrian Moon is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 credentials. He has one year of industry experience and previously served in the United States Army from 2021 to 2025. 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 various wrap-fee asset management programs, employing a centralized investment management team to design and manage client portfolios through a discretionary 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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Benjamin S

Series 66

Fort Worth, TX

Guardian Life

Benjamin Stevenson is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and American Fidelity Assurance Company. Prior to entering the financial sector, he worked in education at various schools from 2015 to 2024. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Christopher M

Series 63, Series 65

Fort Worth, TX

Cerity partners LLC

Christopher Mc Neal is a financial advisor at Cerity Partners LLC in Fort Worth, TX, 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 provides customized wealth management and related services to a wide range of clients, including individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and proprietary quantitative screening alongside third-party managers and individual securities, and operates multiple private-markets offerings and affiliated consulting and insurance practices.

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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Henry J

Series 65

Fort Worth, TX

Cerity partners LLC

Henry Jackson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Worldwide Express, CBI Insurance, and Cincinnati Insurance Company. Jackson studied at Baylor University and Kentucky Country Day. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

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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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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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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.

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

Series 65

Mansfield, TX

AE Wealth Management, LLC

Jeremy Pillow is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at firms including Triumph Wealth Advisors, Inc. and Biltmore Financial Services, where he also assists in selling annuities and life insurance. Prior to his advisory career, he worked in education with Arlington ISD and Plano ISD. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses a model portfolio and direct asset management approach with discretionary models supported by fundamental, technical, and cyclical analysis.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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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 65, Series 63

Fort Worth, TX

First Command Advisory Services

Jacinto Serna is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to entering the financial services field, he served in the United States Military for 29 years. 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 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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Brandon M

Series 63, Series 66

Haltom City, TX

Transamerica Retirement Advisors, LLC

Brandon Matthews is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors, TIAA-CREF, and Strategic Advisers, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that provide asset allocation, contribution, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight, managing a large client base with a focus on non-discretionary assets.

General retirement planning Retirement income strategy Income planning
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Juan L

Series 65, Series 63

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 65 and Series 63 credentials and has previously worked at Avalon Wealth Management LLC, Avalon Advisors, LLC, and Matterhorn Capital Management LLC. Luther King Capital Management Corporation serves a range of institutional and individual clients, offering strategies across equity, fixed income, and balanced portfolios. The firm manages separately managed accounts, mutual funds, and private investment vehicles, focusing on fundamental, bottom-up analysis.

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 at Sanctuary Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Milton is also involved in real estate ownership through several investment entities. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a network of independent advisors and uses various account structures and third-party platforms to implement diverse investment strategies.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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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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Wess C

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Wess Choske is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at First Command’s various entities and four years of service in the U.S. Army. He also has experience in the food service industry. 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 using centrally managed 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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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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