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David M

CFP®, Series 63, Series 65

Southlake, TX

Focus Partners Wealth, LLC

David Murdock Jr. is a CFP® professional with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. Focus Partners Wealth serves a broad range of clients including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm uses a long-term, tax- and fee-sensitive investment approach with enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers, and offers a wide array of wealth management and advisory services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Thomas W

ChFC®, Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Thomas Wilkins is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 20 years of industry experience. He has been with First Command Financial Services and its affiliated firms since 2006. 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, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, 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 S

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Joshua Shirley is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been associated with First Command firms since 2008 and is also connected with Texas A&M University. Outside of his advisory work, he is a partner at Yamaoroza Apothecary and Teas LLC, assisting with event setup and product transportation. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs managed through 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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Baily E

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Baily Eberhardt is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, Eberhardt has worked with several wineries and agricultural ventures, including Val Verde Winery and Oatman Farms LLC. 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 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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Robin L

Series 66

Fort Worth, TX

First Command Advisory Services

Robin Luckett is a Series 66-licensed financial advisor with four years of industry experience. He has worked at Morgan Stanley and Allworth Financial prior to joining First Command Advisory Services in 2026. 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 managed by a centralized Investment Management Team.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Sheryl Vause is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 63 and Series 65 designations. Prior to her financial services career, she served 20 years in the United States Air Force and has experience working with the YMCA. 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.

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

Series 66

Fort Worth, TX

First Command Advisory Services

Ryan Hunt is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been associated with First Command Insurance Services and First Command Financial Planning, Inc. since 2016. Outside of his advisory work, he owns Lotter Hunt Safaris, a South African hunting safari business where he assists in connecting clients with hunting opportunities. 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 Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from prescreened lists.

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

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Trilok Subedi is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., and TD Ameritrade. Outside of finance, he is a member of Serenity Independence Hub LLC, which operates Xpress Family Salon, though he has no operational duties there. First Command Advisory Services is an SEC-registered adviser serving individual, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers comprehensive financial planning and various wrap-fee asset management programs, managed centrally by an Investment Management Team and Wealth Portfolio Managers who oversee model portfolios and select 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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Michael M

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Michael Mays is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining First Command, he served in the US Army and worked at Schneider Electric. Outside of his advisory role, he is involved in entrepreneurial real estate ventures, including co-founding several property management and acquisition companies, and recently added military intelligence consulting to his 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 provides financial planning and multiple wrap-fee asset management programs, with investment management conducted by a centralized team that selects portfolios and third-party managers from approved lists.

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

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Tina Nguyen is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 65 and Series 63 registrations and has a background that includes military service in the United States Army from 2013 to 2019. 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, delivering investment management through a centralized 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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Karl C

CFP®, Series 63

Coppell, TX

Independent Financial Group, LLC

Karl Cole is a financial advisor with Independent Financial Group, LLC, holding CFP® and Series 63 credentials and bringing 37 years of industry experience. He previously worked at LPL Financial LLC from 2003 to 2017. Cole is also the owner and registered representative of a DBA marketing under the name Cole Financial. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple advisory programs and third-party asset managers.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dylan H

ChFC®, Series 66

Colleyville, TX

GWN Securities Inc.

Dylan Harig is a financial advisor with GWN Securities Inc. in Colleyville, TX, holding the ChFC® designation and Series 66 license, with 21 years of industry experience. He has worked at Highland Capital Brokerage and GWN Securities since 2012. Outside of his advisory role, he serves as Managing Director of RISE, a Medicare-related business, and is involved with Redwood Financial, focusing on fixed annuity and insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including unique legacy market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Chad C

Series 66

Fort Worth, TX

First Command Advisory Services

Chad Cody is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 20 years of industry experience. He previously worked at Fidelity Investments from 2014 to 2016 before joining First Command Financial Services in 2016. 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 model portfolios managed by a centralized Investment Management Team.

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

Series 66

Fort Worth, TX

First Command Advisory Services

Christian Schad is a financial advisor at First Command Advisory Services with one year of industry experience. He holds the Series 66 designation and previously worked at Mercer and Pavilion Advisory Group. 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 that selects and monitors model portfolios and third-party managers from prescreened lists.

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

Series 66

Southlake, TX

Sanctuary Advisors, LLC

Eric Cardenas is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney for over 14 years. He has been with Sanctuary Advisors and its affiliated entity Sanctuary Securities since 2023. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of more than 400 independent investment adviser representatives, providing portfolio management, retirement plan consulting, and access to multiple account management platforms.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Joseph M

Series 65

Colleyville, TX

Mercer Global Advisors Inc.

Joseph Mcintosh is a financial advisor with Mercer Global Advisors Inc. in Colleyville, TX, holding a Series 65 designation and 11 years of industry experience. He previously worked at Steward Financial Group, LLC for 10 years before joining Mercer in 2023. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options including ETFs and separate accounts.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Brianna G

Series 66

Fort Worth, TX

First Command Advisory Services

Brianna Gholston is a financial advisor at First Command Advisory Services with a Series 66 designation and two years of industry experience. Her prior work includes roles at First Command Financial Services, Paycom, The Connor Group, JMJ Phillip Recruiting, and Target. 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 by a centralized Investment Management Team.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Ieshia Landrum 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 her advisory role, she served 21 years in the United States Army and subsequently worked with the Department of Veterans Affairs for one year. 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 by a centralized investment team and wealth portfolio managers, utilizing model portfolios and third-party managers selected from approved lists.

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

Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

Jaie Arlington is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 12 years before joining Sanctuary Securities in 2021. Arlington serves as a power of attorney for his parents’ investment accounts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a nationwide network of more than 400 independent investment adviser representatives. The firm offers diverse portfolio management options and employs various analytical approaches, acting as a fiduciary when a written advisory agreement exists.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Anthony E

CFP®, Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Anthony Eickhoff is a CFP®-designated financial advisor with 19 years of industry experience. He has been with First Command Advisory Services since 2015 and also associated with First Command Financial Planning, Inc. since 2014. Based in Fort Worth, TX, he holds Series 63 and Series 66 licenses. First Command Advisory Services, Inc. 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, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers within a structured, employee-owned platform.

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