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Deborah S

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Deborah Smith is a financial advisor at First Command Advisory Services in Fort Worth, TX, with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Sanders Morris Harris Inc. and SMH Capital Advisors. Outside of her advisory role, she and her husband have managed an owner-financed home sale, maintaining payment records and providing year-end statements to the buyer. 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 several wrap-fee asset management programs, employing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Walter M

CFP®, ChFC®, Series 63, Series 65

Fort Worth, TX

Eagle Strategies (NY Life)

Walter May is a financial advisor with Eagle Strategies (NY Life) based in Fort Worth, TX. He holds the CFP® and ChFC® designations and has 38 years of industry experience. May has been affiliated with Eagle Strategies since 1997 and operates May Financial Solutions, LLC, which he founded in 2000. Outside of his advisory role, he is an independent ferry pilot for high-performance aircraft and serves on several community boards, including the Mid-Cities Joint Airport Zoning Board and the Boy Scouts of America. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm primarily manages assets on a non-discretionary basis and offers multiple program types tailored to individual and institutional client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Andrew Z

CFA®

Fort Worth, TX

Luther King Capital Management Corporation

Andrew Zacharias is a CFA® charterholder based in Fort Worth, TX, with 11 years of industry experience. He has worked at Luther King Capital Management Corporation since 2005. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory and model portfolio services, and serving as investment adviser to seven mutual funds. The firm employs fundamental, bottom-up analysis across multiple equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Katherine H

CFP®, ChFC®, Series 66

Fort Worth, TX

First Command Advisory Services

Katherine Hansen is a CFP®, ChFC®, and Series 66-licensed financial advisor with 14 years of industry experience, all with First Command Advisory Services in Fort Worth, TX. She operates an eBay business selling vintage toys, books, and household items. 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 a range of wrap-fee asset management programs through a centralized investment management team that selects and monitors model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Marianne C

ChFC®, Series 65, Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

Marianne Carter is a ChFC® with 27 years of experience in the financial industry. She is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having joined in 2024. Her prior experience includes seven years at Securities America Advisors and Securities America, Inc., and ten years at National Planning Corporation. Outside of her advisory role, she serves as President of the Chadwick Shores Homeowners Association. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account types and uses an integrated affiliate structure alongside multiple sub-advisors and third-party platforms to implement its strategies.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Tracy M

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Tracy May is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, including over a decade with First Command. Outside of her advisory work, she serves as a trustee handling leasing and maintenance activities for a residential property. 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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Alan W

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Alan Wesenberg is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command Advisory Services since 2015. Prior to this, he worked with affiliated entities First Command Brokerage Services, Inc. and First Command Insurance Services, Inc. since 2014. First Command Advisory Services, Inc. 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, using a centralized Investment Management Team to design and manage model portfolios and third-party manager selections.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Yecal G

Series 66

Fort Worth, TX

First Command Advisory Services

Yecal Garrett is a Series 66 credentialed financial advisor with 21 years of industry experience, currently affiliated with First Command Advisory Services since 2015. He is the owner of 1989 Ventures LLC, which operates an eco-friendly kitchen supply business called The Bamboo Ladle in partnership with his spouse, and serves as an advisory board member for Hadrius, providing feedback on technology initiatives. 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 team and wealth portfolio managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Aleria P

Series 66, Series 63

Fort Worth, TX

Empower Advisory Group

Aleria Person is a financial advisor with Empower Advisory Group in Fort Worth, TX, holding Series 66 and Series 63 licenses and nine years of industry experience. She has been with Empower Financial Services since 2016 and joined Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Chad F

Series 63, Series 66

Lakeside, TX

Empower Advisory Group

Chad Froust is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Fidelity Investments, Primerica Advisors, and Nationstar Mortgages. He is currently based in Lakeside, TX. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Marco C

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Marco Contreras is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 credentials with 12 years of industry experience. He has been with First Command Advisory Services since 2015 and has held concurrent roles at affiliated First Command entities since 2014. Outside of his advisory work, he serves as a board member of the Armed Services YMCA chapter in Twentynine Palms, CA. 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 and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers under discretionary authority.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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David S

CFP®, Series 66

Fort Worth, TX

First Command Advisory Services

David Slater is a CFP® certificant with 11 years of experience in financial advising at First Command Advisory Services in Fort Worth, TX. He has been with First Command since 2015 and holds Series 66 registration. Outside of his advisory role, he serves on the Board of Directors for the Enabling Peace in Iraq Center, where he helps guide organizational strategy and fundraising efforts. First Command Advisory Services, Inc. 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 provides financial planning and wrap-fee asset management programs using a centralized investment management team to design and manage portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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April B

Series 63, Series 66

Ft. Worth, TX

Sanctuary Advisors, LLC

April Bierle is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 1997 to 2021 before joining Sanctuary Wealth in 2021. Outside of her advisory role, she serves as a notary public. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs using a range of account types and investment philosophies, supported by a large network of independent advisors and affiliated entities.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Austin L

CFP®, Series 66

Fort Worth, TX

Cerity partners LLC

Austin Little is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Fort Worth, TX. His prior roles include positions at Arkadios Capital, Securities America Advisors, and Clarity Financial Group. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, integrating proprietary quantitative screens with external managers and individual securities.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Adam C

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Adam Creel is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to his advisory role, he has served in the United States Marine Corps since 2004. Outside of his advisory work, he is a passive partner in a Crumbl Cookie franchise. First Command Advisory Services is an SEC-registered investment adviser 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, employing a centralized Investment Management Team that selects and manages model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Joshua G

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Joshua Gray is a financial advisor at First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has 20 years of experience in the United States Air Force prior to beginning his advisory career. Gray has been with First Command in various capacities since 2025. 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 overseen by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Emily V

Series 66

Keller, TX

The huntington Investment company

Emily Van Der Merwe is a financial advisor at The Huntington Investment Company with three years of industry experience. She holds a Series 66 designation and previously worked at Truist Advisory Services and Truist Investment Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through a range of wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers, affiliate model offerings, and overlay services within an open-architecture investment approach.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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William R

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

William Reynolds III is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with First Command and its affiliated entities since 2015. First Command Advisory Services is an SEC-registered 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 through centralized teams and prescreened third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Canndice W

Series 66

Fort Worth, TX

First Command Advisory Services

Canndice Wooten is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. Prior to joining First Command, Wooten worked at JPMorgan Chase & Co and served 11 years in the US Army. First Command Advisory Services, Inc. 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 provides financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers through discretionary authority.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Matthew W

CFA®, Series 66

Fort Worth, TX

First Command Advisory Services

Matthew Wiley is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at First Command Advisory Services. He previously worked at PlainsCapital Bank for eleven years. Outside of his advisory role, Wiley serves as Treasurer and Board Member for the DFW Airport Interfaith Chaplaincy, a nonprofit organization. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and monitors model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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