Annmarie Trombino is a Series 66-credentialed financial advisor with eight years of experience at First Command Advisory Services in Fort Worth, TX. Her career includes roles across multiple First Command entities since 2018 and prior experience in the hospitality industry. She is also the owner of Annmarie Trombino LLC, which is used solely for compensation purposes. 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 wrap-fee asset management programs managed by an internal Investment Management Team using a disciplined, model-based approach.

Gregory May is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Schwab Wealth Advisory since 2026 and Charles Schwab Co. since 2023. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Jacinto Serna is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to entering the financial sector, he served 29 years in the United States Military. 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 Investment Management Team and Wealth Portfolio Managers who select portfolios and third-party managers from approved lists.

Kevin Landis is a CFP® and ChFC® with 32 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at LPL Financial, The Retirement Group, LLC, and FSC Securities Corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research and periodic rebalancing.

Brandon Matthews is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors, TIAA-CREF, and Strategic Advisers, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that provide asset allocation, contribution, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight, managing a large client base with a focus on non-discretionary assets.

Juan Landa is a financial advisor at Luther King Capital Management Corporation with 21 years of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining Luther King Capital Management in 2022, he worked at Avalon Wealth Management LLC, Avalon Advisors, LLC, and Matterhorn Capital Management LLC. Luther King Capital Management Corporation serves a broad client base that includes individuals, trusts, foundations, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages multiple mutual funds, affiliated private partnerships, and separately managed accounts.

Larry Milton is a financial advisor with Sanctuary Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who provide customized investment strategies and portfolio management solutions through various programs and platforms.

Amanda Jenkins is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at First Command Brokerage Services, McDonald Partners, Raymond James & Associates, Ameriprise Financial Services, and Natcity Investments. 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 team that selects and monitors model portfolios and third-party managers.

Kayley Neri is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and having nine years of industry experience. She has been with First Command in various capacities since 2017. Outside of her advisory role, she owns rental properties managed by a third party. 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.

William Barr is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and six years of industry experience. He previously served seven years in the U.S. Marine Corps before joining First Command Financial in 2017. Barr is also the owner of 8412 Financial Services LLC, a separate investment-related business. 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 various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and employee ownership.

Katie Hutto is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding a Series 66 credential and 13 years of industry experience. She has been involved with firms including NYLIFE Securities LLC and May Financial Strategies, LLC. Outside of her advisory work, she is a partner in Easy Clean Maids, a residential cleaning business, and serves on the finance committee of The Family Initiative, a nonprofit child welfare agency. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailored solutions across multiple program types, with a focus on serving individual investors and institutional plan sponsors within an integrated New York Life affiliate structure.

Andrew Bennett is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2019. His prior experience includes roles at Charles Schwab & Co., Inc. and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, focusing on client authorization for trades without exercising discretionary trading authority.

Zachary Perret is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Vanguard Marketing Corporation, Charles Schwab & Co., Mercer Global Advisors, and J.P. Morgan Securities, among others. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to offer tailored recommendations, while trades require client authorization.

Nora Carrillo is a financial advisor at Truist Advisory Services with 16 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Fidelity, and BB&T Securities. Carrillo is based in Fort Worth, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research tools.

Felisha Pullen is a CFP® with 28 years of industry experience and is currently a financial advisor at Schwab Wealth Advisory. Her prior experience includes roles at Charles Schwab & Co., Inc., 1st Global Capital Group, Chase Investment Services Corp., and Advisors Asset Management, Inc. Outside of her advisory work, she owns a small business that manufactures girls' hair bows. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research tools, with investment selection conducted under client authorization and tailored to individual goals and risk tolerance.

Benjamin Dixon is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Independent Financial Group, he has worked at Dixon & Associates and Alderson & Alderson PC, where he is involved in tax preparation, accounting, and bookkeeping services. He also serves as an officer and director of Dixon Advisory Group LLC, which provides similar consulting and tax filing services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a range of financial planning and portfolio management strategies using both firm- and third-party models, combining passive and active investments across standard risk profiles.

Cameron Heald is a financial advisor at Schwab Wealth Advisory with the Series 66 credential and less than one year of industry experience. He has held roles at Schwab Wealth Advisory Inc., Charles Schwab & Co., Inc., Indy Wealth Advisors, Football University, and CAPTrust. Outside of financial services, he has worked extensively in education through Full Time Education since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Alexandra Hauer is a CFP® and Series 66-registered advisor with Schwab Wealth Advisory, Inc. She has eight years of industry experience, including roles at Edward Jones and Charles Schwab & Co. Alexandra’s background also includes work in student engagement and career development at the University of Arizona. Schwab Wealth Advisory serves clients enrolled in its program and select Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice and financial planning. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment decisions, with a focus on tailored recommendations and annual reviews.

Mark Ernst is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at First Command Advisory Services since 2024. He previously worked for TIAA-CREF and TIAA from 2015 to 2024. First Command Advisory Services is an SEC-registered investment adviser focusing on 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 utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Bilal Ali is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities, Robinhood Financial, and TD Ameritrade. Schwab Wealth Advisory serves clients enrolled in its Schwab Wealth Advisory program and certain referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with a focus on client authorization for trades.