Holden Kerns is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Balfour Beatty and Harley Davidson dealerships. 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 manage model portfolios.

Eric Bartel is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Kestra in 2022, he spent 15 years at World Choice Securities, Inc. Bartel is also involved with Financial Coaching LLC, providing investment advisory services and personal line insurance sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm provides fiduciary services, plan-level investment advice, and access to multiple management platforms, serving notable clients such as sovereign wealth funds and large institutional investors.

Brady Hackfeld is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Fidelity and Merrill before joining First Command Advisory Services in 2015. Outside of his advisory role, he serves as Director and Treasurer on the board of Town Church, overseeing legal compliance and financial stewardship. First Command Advisory Services is an SEC-registered firm that serves 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Domonique Lockridge is a CFP® with four years of industry experience, currently serving as a financial advisor at Empower Advisory Group. Prior to joining Empower, Lockridge held positions at Goldman Sachs & Co. LLC and Purshe Kaplan Sterling Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates, and recommends investment lineups selected by plan sponsors within its extensive affiliated network.

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.

Andrew Wood is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging integrated capabilities across the Goldman Sachs ecosystem.

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.

Manolo Alvarez is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has held roles at Goldman Sachs & Co LLC since 2023 and serves as a lecturer at the University of Texas at Dallas, teaching Business Communications, Ethics, and Leadership. Additionally, he is the owner of Cassette Deck Automotive, a mobile auto mechanic business. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office services and Alternative Investments. The firm integrates resources from across the Goldman Sachs ecosystem to tailor strategies and deliver comprehensive wealth management solutions.