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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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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 license and five years of industry experience. His background includes seven years of service in the U.S. Marine Corps and roles at several First Command entities since 2017. He is also the owner of 8412 Financial Services LLC, a separate investment-related business. 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 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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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 with Truist Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has previously worked at Morgan Stanley and BB&T Securities, and has been with Truist since 2021. Outside of advising, she is an owner of rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary strategies and uses third-party platforms and manager arrangements to support its AMC Advantage program and ongoing due diligence.

Founder/Business Owner Executive
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Benjamin D

Series 66

Watauge, TX

Independent Financial Group, LLC

Benjamin Dixon is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience in mortgage sales and corporate roles and is currently involved in tax preparation and bookkeeping through Alderson & Alderson, PC and Dixon Advisory Group LLC. He also volunteers as a research assistant for marketing systems at Dixon & Associates. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of advisors and utilizes multiple advisory platforms and third-party asset managers.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) 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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Jonathon L

Series 63, Series 66

North Richland Hills, TX

Farther

Jonathon Lamb is a financial advisor at Farther with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC, and TD Ameritrade. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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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 licenses and bringing 29 years of industry experience. He has been with First Command and its affiliated entities since 1996. Bennett is also the owner of B G M LLC, which he operates alongside his advisory role. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, 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 to design and manage model portfolios through selected 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 Series 66-licensed financial advisor with First Command Advisory Services in Fort Worth, TX, where he has worked since 2020. He has five years of industry experience and has held roles at various companies including Strike Industries and BlackHawk Manufacturing Group. 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 and third-party managers selected 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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Kathleen B

Series 63, Series 66

Fort Worth, TX

Truist Advisory Services

Kathleen Breen is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Truist Advisory Services since 2021 and previously spent five years at Morgan Stanley. Breen is co-founder and secretary of the Stephen Breen Memorial Foundation, which provides financial assistance to children seeking Catholic education and to families with children afflicted by cancer. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides asset allocation, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches with oversight by an in-house investment advisory group.

Founder/Business Owner Executive
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Forrest P

ChFC®, Series 65, Series 63

Hurst, TX

Integrity Alliance, LLC

Forrest Patterson is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds the ChFC® designation and is registered with Series 65 and Series 63 licenses. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Gradient Securities. He is also involved with American Senior Benefits as an insurance agent. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans through a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and access to third-party managers, delivering investment advice through discretionary accounts, model portfolios, and various platforms.

Annuities ESG / Sustainable investing
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Jenny S

Series 66

Fort Worth, TX

First Command Advisory Services

Jenny Scaccia is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 66 designation and has prior experience in real estate as a realtor with Fathom Realty, LLC. She has also worked with several First Command entities since 2023. 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.

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

CFP®, ChFC®, Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Stephen Thaeler is a CFP® and ChFC® with 25 years of experience in financial planning and advisory services at First Command Advisory Services. He has been with First Command since 2001 and currently serves as an adjunct professor in the MBA program at Weber State University. Outside of his advisory work, he manages a non-investment-related business, Bunting, Thaeler, and Thaeler LLC. First Command Advisory Services is an SEC-registered firm 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, employing 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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