Turner Symonds is a financial advisor with Kestra Advisory, holding a Series 66 designation and four years of industry experience. Prior to joining Kestra Investment Services LLC in 2022, he worked at the University of Texas at Austin for four years and Fort Worth Country Day School for seven years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions while managing approximately $79.8 billion in assets.

Blace Albert is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. He previously served two separate terms in the U.S. Army before beginning his career at First Command in 2020. Outside of his advisory role, he serves on the boards of the Rotary Club of Fleming Island and Operation New Uniform, a nonprofit focused on assisting veterans transition to civilian careers. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding 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.

Jamie Bartels Giddings 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. She has worked at First Command and its affiliated entities since 2008. She is also the owner of Island in the Sun, Inc., a business established to operate First Command 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, utilizing a centralized Investment Management Team to design and monitor model portfolios and third-party managers.

Patrick Marshall is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has five years of industry experience, all with First Command entities. Prior to his financial services career, he served 26 years in the U.S. Marine Corps. 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 to manage model portfolios and third-party managers across various strategies.

Mark Anthony Claudio is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served 23 years in the United States Army. 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Raymond Reed Pouncy is a financial advisor with GWN Securities Inc. in Mansfield, TX, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Kass INC., TD Ameritrade, Exceptional Home Healthcare, and Crowley ISD. Outside of advising, he is a partner in several LLCs, including SPARK PROJECTS LLC and CLASSY VENTURE LLC. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm uses a combination of affiliated and unaffiliated sub-advisers and model-based allocations, employing both traditional and market-timing strategies in their portfolios.

Esteban Velez Rios 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. Prior to joining First Command, his background includes roles at Ernst & Young and the United States Department of Agriculture. 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 various wrap-fee asset management programs managed by a centralized Investment Management Team using model portfolios and third-party managers.

William Haynes is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. He has been with First Command since 2010. 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, utilizing a centralized Investment Management Team to design and manage model portfolios and third-party manager selections.

Kori Bean is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with First Command since 2008. Outside of her advisory role, she is the sole proprietor of a business creating yoga- and mindfulness-related products and game accessories sold on Amazon. 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, using a centralized Investment Management Team to design and monitor model portfolios and third-party manager selections.

Harvey Pullen is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with First Command entities continuously since 1990, joining First Command Advisory Services in 2015. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios from preapproved third-party managers.

Randy Mills is a CFP® and ChFC® with seven years of industry experience, currently affiliated with First Command Advisory Services in Fort Worth, TX. He previously served six years in the U.S. Army before beginning his financial advising career at First Command in 2019. Mills is a participating member of Ironsides LLC and the sole member of RM4U LLC, which he uses to conduct advisor business activities. 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 multiple wrap-fee asset management programs managed by a centralized investment team that selects and monitors approved model portfolios and third-party managers.

Robert Brister is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and three years of industry experience. He has previously worked with First Command Brokerage Services and First Command Insurance Services. Outside of his advisory role, he owns and operates STATUS Family Financial, a business providing payroll and tax services. First Command Advisory Services, Inc. serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring model portfolios constructed from mutual funds, ETFs, and third-party managers selected by a centralized investment team.

Robert Baker is a CFP® with 13 years of experience in the financial industry. He is currently with Empower Advisory Group and has previously worked at Charles Schwab & Co., Inc. and TIAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through proprietary planning methodologies and offers both point-in-time financial plans and managed account solutions.

Libna Pineda Vega is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Merrill, Bank of America, and Navy Federal Credit Union. 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 featuring model portfolios managed by a centralized team.

Heather Panuco is a financial advisor with First Command Advisory Services, holding a Series 66 credential and 11 years of industry experience. Her career includes roles at Edward Jones and Huawei Technologies USA prior to joining First Command Financial Planning in 2018. 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, using a centralized Investment Management Team to design and manage model portfolios and select third-party managers from approved lists.

Hunter Hardy is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously led Hardy Investment, Inc. for 18 years. In addition to his advisory role, he serves as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles while offering a range of wealth management and fiduciary services.

Christopher Peters is a Series 66-registered financial advisor with Truist Advisory Services, bringing 14 years of industry experience. His prior roles include positions at BB&T Securities, Bank of America, and Merrill. He serves as treasurer for his local homeowners association in Fort Worth, TX, where he reviews financial statements and vendor contracts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate integration.

Christopher Chapa is a CFP® and ChFC® with nine years of industry experience currently advising with First Command Advisory Services in Fort Worth, TX. He has been with First Command since 2017 and previously worked briefly at Crickets Bar & Grill. Chapa serves as a board member of The Peak International STEM Academy, where he is involved in setting long-term goals and policies for the school district. 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 wrap-fee asset management programs managed centrally by an Investment Management Team, utilizing a range of model portfolios and third-party managers.

James Bade is a financial advisor at First Command Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command Financial Services since 2001. Bade is the owner of Bade Group LLC, a business established to separate First Command assets from his personal assets. First Command Advisory Services 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, utilizing a centralized investment management team to design and oversee model portfolios and third-party managers.

Denise Kimmel is a financial advisor at Principal Financial Services with 28 years of industry experience. She holds a Series 63 designation and has been with Princor Financial Services Corporation since 1997. Outside of her advisory role, she is involved in selling fixed life, long-term care, and health insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by these managers.