Jonathan Stein is a financial advisor with Kestra Advisory Services LLC, holding a Series 63 designation and bringing 44 years of industry experience. He previously worked at Prospera Financial Services, Inc. for 24 years before joining Kestra in 2024. Stein is also involved with Optima Wealth Management, Inc. providing financial advice on commissioned and fee-based accounts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, plan-level investment advice, and employee education, supporting recommendations with due diligence on performance, fees, and investment process.

Carolyn Elrod is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds a Series 65 designation and has 16 years of industry experience, including over a decade at First Command Advisory Services and a longer tenure with First Command Financial Planning, Inc. 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, using a centralized team to design and manage model portfolios with selected third-party managers.

Chance Naugle is a financial advisor with Principal Financial Services in Fort Worth, TX. He holds a Series 66 designation and began his career in the financial industry in 2026. Prior to joining Principal, he worked in various roles outside finance, including positions in hospitality and full-time education. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Kyle Hashimoto is a financial advisor at First Command Advisory Services with one year of industry experience. He previously served in the United States Army for 12 years and has held various roles within First Command’s affiliated entities since 2024. Outside of advisory work, he was involved with A&K Plaques LLC in 2024. 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 model portfolios and third-party managers selected by an internal Investment Management Team.

Tyisha Wolfe is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Purshe Kaplan Sterling Investments, CNO Financial - Bankers Life Securities, First Command Financial Services, Trinity Portfolio Advisors, and Morgan Stanley. Outside of her advisory work, she is the founder of Hattie's House Youth Solutions, an organization supporting underserved youth preparing to age out of foster care and juvenile justice systems, and owns Peniel Enterprises LLC, a personal care product business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by integrated operational tools and affiliated sub-advisory arrangements.

Perry Price is a Series 66-registered financial advisor with First Command Advisory Services in Fort Worth, TX, and has two years of industry experience. Prior to his advisory role, he has served in the United States Air Force since 2011 and currently holds the position of Instructor Flight Engineer in the Air Force Reserves. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Joanne Olson is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked in integrative medicine and the solar energy sector. Olson is also self-employed under Joanne K. Olson. 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 using centrally managed model portfolios and third-party managers from approved lists.

Jordan Butz is a financial advisor at First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been with First Command since 2026. Prior to joining the firm, he served in the United States Army and held positions at Kohl’s, Amazon, and Target. 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.

Stephen Kaye is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 11 years at Comprehensive Asset Management and Servicing, Inc. and Teak Tree Capital Management, LLC. He serves as Treasurer of Congregation Ahavath Sholon in Fort Worth, TX. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across various investment vehicles and strategies.

Paul Greenwell is a financial advisor at Luther King Capital Management Corporation with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Luther King Capital Management since 1983. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and mutual funds. The firm employs fundamental, bottom-up analysis across a range of equity, fixed income, and balanced strategies and manages approximately $31.5 billion in assets.

Aljon Lovelace is a CFP® and Series 66-licensed financial advisor at Empower Advisory Group with 14 years of industry experience. His career includes roles at Empower Advisory Group, JustAnswer, MDRN Capital, Edge Creek Wealth Management, and Retirement Planners of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

Gina McDonald is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank, spanning over a decade at those firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Brian Harris is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and joined First Command in 2025 following a 12-year career in the United States Air Force, where he served as an Avionics Functional Area Manager and is currently on terminal leave prior to retirement. 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, employing a centralized Investment Management Team to design and monitor model portfolios using mutual funds, ETFs, and third-party managers.

Richard Colleoni Jr. is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2017 and previously worked at Wunderlich Securities, Inc. from 2014 to 2017. Outside of his advisory work, he is involved in the international toy top community, developing and selling accessories. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports an extensive advisory network and offers tailored, discretionary investment advice through various account programs.

Scott Kimmel is a financial advisor with Principal Financial Services in Fort Worth, TX, holding a Series 63 designation and 39 years of industry experience. He has been with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 2016. Outside of his advisory role, he sells fixed life insurance and fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jenna Sands is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to her advisory career, she worked for eight years with Plano ISD and completed teacher certification through Region 10 ESC. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types and maintains a significant non-discretionary asset base.

John Auger is a Series 66-credentialed financial advisor with First Command Advisory Services in El Paso, TX, bringing three years of experience in the financial industry. Prior to his advisory career, he served in the United States Army for 25 years, retiring in 2022. 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, using a centralized Investment Management Team to design and manage model portfolios with a range of mutual funds, ETFs, and third-party managers.

Joshua Jalowiec is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with less than one year of industry experience. Prior to his advisory role, he served in various capacities within the U.S. Air Force, including assignments with the 26th and 566th Intelligence Squadrons and the U.S. Air Force Academy. 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 wrap-fee asset management programs using model portfolios selected and managed by an internal Investment Management Team.

Kimberly Cortez is a financial advisor at First Command Advisory Services with two years of industry experience. She holds the Series 66 designation and has worked exclusively within First Command-affiliated entities since 2021. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Duane Aponte is a financial advisor at PNC Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. He has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.