Peter Carlo is a financial advisor at First Command Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with First Command in various capacities since 2001. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.

Holly Heath is a Series 66-licensed financial advisor with First Command Advisory Services, based in Fort Worth, TX. She has 12 years of industry experience and has worked within various First Command entities since 2015. Outside of her advisory role, she is active in her local community as a member of a sewing club that creates items for sale and charity. 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, using a centralized Investment Management Team to design and monitor portfolio models.

James Meier is an advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He has one year of industry experience following a 27-year career in the United States Air Force. Outside of his advisory role, he is a distributor and community partner with The Juice Plus+ Company, a multi-level marketing business, and is involved in managing family-owned rental properties. 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 wrap-fee asset management programs utilizing centrally managed model portfolios and third-party managers selected by its Investment Management Team.

Jaimeson Smith is a financial advisor with Creative Planning, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Robinhood Financial, Robinhood Markets, and Fidelity Brokerage Services. He serves on the board of the American Heart Association and participates on the family board of directors for Allen Associates, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by specialized offerings such as direct indexing and tax-loss harvesting.

Kristal Dillon is a financial advisor at First Command Advisory Services with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has a work history that includes positions as a driver for Uber and a food delivery worker for Door Dash. First Command Advisory Services is an SEC-registered firm serving individuals, corporations, 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 model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Kevin Heckle is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Prior to his current role, he served 27 years in the United States Air Force. He has worked at multiple First Command 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 provides financial planning and a range of wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Scott Steger is a financial advisor at Principal Financial Services with over 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal since 2016. In addition to his advisory role, Scott is involved in insurance-related activities, providing life, disability, and annuity products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions.

Amber Goetz is a Series 66 licensed financial advisor with 11 years of industry experience, currently practicing at First Command Advisory Services. Prior to joining First Command in 2024, she worked at Prospera Financial Services Inc and Lion Street Advisors. Outside of her advisory role, she owns and manages Auntie Ams Toffee Co, a business involved in making and selling toffee locally in Texas. 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.

Alexey Kassabov is a CFP® professional currently with Cerity Partners LLC in Fort Worth, TX. He has prior experience at Capital One and Flaherty Salmin CPAS, as well as teaching roles at St. John Fisher University and Pittsford Sutherland High School. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Christina Almazan Diaz is a Series 66-credentialed financial advisor at First Command Advisory Services with six years of industry experience. She has been with First Command Advisory Services and its affiliated entities since 2019. Prior to her advisory career, she worked at Neighborhood Church Okinawa for two years. 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 managed through a centralized team and emphasizes in-person financial coaching.

James Harpin is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with First Command Advisory Services since 2015 and is also affiliated with First Command Financial Planning, Inc. and First Command Insurance Services, Inc. since 2014. 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 featuring model portfolios constructed and managed by an internal Investment Management Team and Wealth Portfolio Managers.

Bryan Coleman is a CFP® professional with nine years of industry experience, currently serving at First Command Advisory Services in Fort Worth, TX. He has previously worked with multiple First Command entities since 2016 and served in the U.S. Army from 1999 to 2016. First Command Advisory Services is an SEC-registered investment adviser focused on serving 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 use centralized portfolio management and preapproved third-party managers.

Kelly Maston is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining First Command, Maston worked at CACI International, Inc. She operates Kelly Adams Maston, LLC, a personal business entity related to her advisory work. First Command Advisory Services is an SEC-registered 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 wrap-fee asset management programs that use model portfolios managed by a centralized Investment Management Team.

Shane Miller is a financial advisor with Prime Capital Financial in Ft. Worth, TX, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 14 years of industry experience, including prior roles at WPWealth LLP and Bright Wealth Planning Limited Liability Company. Since March 2024, Mr. Miller has served as President of Bright Wellness DFW, LLC, a healthcare company where he assists with payroll, accounting, and business consultations. Prime Capital Financial is an SEC-registered enterprise advisory firm serving a range of clients, including high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan services, third-party manager selection, and family office offerings, utilizing both discretionary and non-discretionary investment approaches with a variety of strategies and platforms.

Peter Schenck is a Certified Financial Planner® at First Command Advisory Services with 17 years of industry experience. He has been with First Command in various capacities since 2008. Outside of his advisory work, he and his wife manage a rental property in Minnesota. 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 select and manage portfolios with discretionary authority.

Sean Martin is a financial advisor with Truist Advisory Services in Ft Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has held roles at several organizations including BOKF, NA and BBVA Compass Insurance Agency, Inc. prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a range of inter-affiliate resources.

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.