Daniel Geehan is a financial advisor at Independence Square Holdings, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors and R. F. Lafferty & Co., Inc. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Independence Square Holdings operates as a multi-team advisor with around 40 advisors, serving individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm uses a combination of customized portfolios, model portfolios, and third-party solutions, with a notable emphasis on digital and platform services to support client strategies.

Cary Bazan is a financial advisor with Mutual of Omaha Investor Services, Inc. in Irving, TX, holding Series 63 and Series 65 licenses and with 11 years of industry experience. Prior to joining Mutual of Omaha in 2018, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of advising, Bazan is active as an actor with Linda McAlister Talent and is an Amazon KDP author. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm uses platforms such as Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Alejandra Navarro is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Ameritas Investment Corp., CCF Investments, and Capital Choice Financial Services. Outside of her advisory work, she is involved as a driver delivering U.S. mail for Tracie McCormick Trucking. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and works with sub-advisors and third-party asset managers.

Carson Graves is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Gradient Advisors since 2017. Additionally, he owns and operates Carson Enterprise, a retirement education center, and is involved in real estate as a licensed realtor. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Omar Esparza is a financial advisor at VOYA Financial Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with VOYA Financial Advisors and its affiliates since 2010, including prior roles at Principal Financial Services. VOYA Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and portfolio management services through a large network of advisors, utilizing model portfolios, third-party managers, and technology-enabled tools across non-discretionary and discretionary account arrangements.

Marcus Zapata is a CFP® with nine years of experience in financial services, currently with First Command Advisory Services in Fort Worth, TX. He has held roles at several affiliated First Command entities since 2017 and previously worked at H&R Block and Alamo Insurance and Wealth Management. 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, delivering investment management through a centralized team that selects portfolios and third-party managers from approved lists.

Thomas Wilkins is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 20 years of industry experience. He has been with First Command Financial Services and its affiliated firms since 2006. 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 using mutual funds, ETFs, and third-party managers.

Joshua Shirley is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with First Command Advisory Services since 2015 and affiliated with related First Command entities since 2008. Outside of his advisory role, he is a partner in Yamaoroza Apothecary and Teas LLC, a small business involved in event setup and product transportation. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and select third-party managers from approved lists.

Baily Eberhardt is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining the firm, Baily worked with several entities within the First Command organization and has had roles outside finance, including involvement with Val Verde Winery and Oatman Farms LLC. 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.

Sara Corbitt is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has been associated with Ayco since 2010. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients, utilizing centralized investment resources and a range of tailored service offerings.

Robin Luckett is a Series 66-licensed financial advisor with four years of industry experience. He has worked at Morgan Stanley and Allworth Financial prior to joining First Command Advisory Services in 2026. 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 managed by a centralized Investment Management Team.

Sheryl Vause is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 63 and Series 65 designations. Prior to her financial services career, she served 20 years in the United States Air Force and has experience working with the YMCA. 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.

Ryan Hunt is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been associated with First Command Insurance Services and First Command Financial Planning, Inc. since 2016. Outside of his advisory work, he owns Lotter Hunt Safaris, a South African hunting safari business where he assists in connecting clients with hunting opportunities. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from prescreened lists.

Trilok Subedi is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., and TD Ameritrade. Outside of finance, he is a member of Serenity Independence Hub LLC, which operates Xpress Family Salon, though he has no operational duties there. First Command Advisory Services is an SEC-registered adviser serving individual, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers comprehensive financial planning and various wrap-fee asset management programs, managed centrally by an Investment Management Team and Wealth Portfolio Managers who oversee model portfolios and select third-party managers.

Lisa Johnson is a financial advisor at Goldman Sachs Wealth Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs - Ayco since 2021, TD AMERITRADE since 2018, and Travelers Insurance from 2016 to 2018. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models and provides clients access to a range of fee arrangements, proprietary research tools, and affiliated Goldman Sachs capabilities.

Michael Mays is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining First Command, he served in the US Army and worked at Schneider Electric. Outside of his advisory role, he is involved in entrepreneurial real estate ventures, including co-founding several property management and acquisition companies, and recently added military intelligence consulting to his 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 provides financial planning and multiple wrap-fee asset management programs, with investment management conducted by a centralized team that selects portfolios and third-party managers from approved lists.

Jefferson Stiles is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential. He has been with Mercer since 2026 and previously worked at Texas A&M University and Covenant Christian Academy. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of strategies and platforms.

Tina Nguyen is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 65 and Series 63 licenses and previously served six years in the United States Army. Prior to her current role, she worked in various positions including at First Command Insurance Services and First Command Brokerage Services. 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 comprehensive financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Dylan Harig is a financial advisor with GWN Securities Inc. in Colleyville, TX, holding the ChFC® designation and Series 66 license, with 21 years of industry experience. He has worked at Highland Capital Brokerage and GWN Securities since 2012. Outside of his advisory role, he serves as Managing Director of RISE, a Medicare-related business, and is involved with Redwood Financial, focusing on fixed annuity and insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including unique legacy market-timing and momentum-based strategies.

Chad Cody is a Series 66-credentialed financial advisor with 21 years of industry experience. He has worked at firms including First Command Financial Services, TD Ameritrade, Securities America Advisors, Fidelity, and Morgan Stanley. He is currently with First Command Advisory Services in Fort Worth, TX, where he has been since 2016. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios built from mutual funds, ETFs, and third-party managed accounts.