Teresa De Long is a Series 66 licensed financial advisor with First Command Advisory Services in Fort Worth, TX, where she has worked since 2023. She has three years of industry experience and prior work history in various sectors including insurance services and retail. Outside of her advisory role, she manages a rental property that was formerly her primary residence. 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 wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Alexander Tyler is a CFP® with six years of industry experience currently serving at First Command Advisory Services in Fort Worth, TX. His work history includes roles at multiple First Command entities since 2020 as well as earlier positions in education with Aledo ISD and Guthrie Public School. He is also the owner of ATT Financial Services LLC, a business he uses to manage First Command-related commissions, revenue, and expenses. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers from approved lists.

Brandon Massey is a Series 66-licensed financial advisor with First Command Advisory Services in Fort Worth, TX, where he has worked since 2015. He has 21 years of industry experience and has held roles within multiple First Command entities, including Advisory Services, Brokerage Services, and Financial Planning. 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, using a centralized Investment Management Team to design and manage model portfolios and third-party manager selections.

Jacob Richter is a financial advisor with Kestra Advisory based in Fort Worth, TX, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He previously worked at Edward Jones for 15 years before joining Kestra in 2021. Outside of his advisory role, he serves on multiple nonprofit boards, including the Fort Worth Stock Show & Rodeo and Junior Achievement of the Chisholm Trail. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, with capabilities that extend to large institutional investors including sovereign wealth funds.

Gregory Czarnecky is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Cerity Partners in 2025, he worked at Fidelity Investments and has a diverse background including roles in education and the food service industry. Cerity Partners advises individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

John Bennett is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with First Command Financial Services and its affiliated entities since 1996. Bennett is also the owner of B G M LLC, an entity established to operate his First Command business. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from preapproved third-party managers.

Jonathon Na is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked in various roles within First Command since 2020. Prior to joining First Command, he held positions at BlackHawk Manufacturing Group and Strike Industries. 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 a centralized Investment Management Team to select and manage portfolios.

Ana Campos is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. Her prior experience includes roles at TIAA-CREF and Merrill, as well as a decade at Bank of America. Outside of her advisory role, she is a manager of 214TX Investments LLC, a home remodeling and construction business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and an inter-affiliate integrated operating model.

Kathleen Breen is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior roles include positions at Morgan Stanley, Robert Baird & Co., Raymond James & Associates, and Citigroup Global Markets. She is co-founder and secretary of the Stephen Breen Memorial Foundation, which provides financial assistance for Catholic education and families affected by childhood cancer in the Fort Worth area. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Forrest Patterson is a ChFC® credentialed financial advisor at Integrity Alliance, LLC with five years of industry experience. His prior roles include positions at Bloom Financial Partners, Gradient Securities, and Northwestern Mutual. Outside of his advisory work, Patterson is an insurance agent with American Senior Benefits. Integrity Alliance, LLC is a large enterprise firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and maintaining dual registration as an investment adviser and broker-dealer.

Nancy Gordon is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. She has one year of industry experience and previously worked for HG World Class Wireless, LLC for 14 years. 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 model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Jenny Scaccia is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 66 designation and has prior experience in real estate as a realtor with Fathom Realty, LLC. She has also worked with several First Command entities since 2023. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

Stephen Thaeler is a CFP® and ChFC® with 25 years of experience in financial planning and advisory services at First Command Advisory Services. He has been with First Command since 2001 and currently serves as an adjunct professor in the MBA program at Weber State University. Outside of his advisory work, he manages a non-investment-related business, Bunting, Thaeler, and Thaeler LLC. First Command Advisory Services is an SEC-registered firm 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, employing a centralized Investment Management Team to design and manage model portfolios and third-party manager selections.

Jovan Davis is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 licenses with one year of industry experience. He has worked at various First Command entities since 2024 and also serves in the United States Army, a role he has held since 2006. 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 select and monitor approved investment managers and model portfolios.

Lael Formica is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 66 designations and has 10 years of industry experience, including eight years at Network 1 Financial Securities and four years at First Command Financial. 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 managed through a centralized team, emphasizing in-person financial coaching and using preapproved third-party managers within managed model portfolios.

Casey Ash is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and three years of industry experience. His prior roles include positions in mortgage lending and brokerage services at several firms, including NEXA Mortgage and Revolution Mortgage. 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 design and manage model portfolios with discretionary authority granted by clients.

George Bruneau is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He previously worked at Fisher Investments and TD Ameritrade, among other firms. Outside of his advisory role, he is a part-owner of Pine Street Breakers, a sports cards trading business. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and various specialized strategies.

Ramon Jimenez is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and four years of industry experience. He has worked within multiple First Command entities since 2021 and owns two non-investment related businesses, Epiphany Management Solutions, LLC and Epiphany Real Estate, LLC. He also serves as Treasurer for a small nonprofit and Secretary for another nonprofit providing educational and athletic programs to children in Juarez, Mexico. 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 wrap-fee asset management programs that utilize model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Harry Goolsby Jr. is a Senior Financial Advisor at Kestra Advisory with 19 years of industry experience. He previously worked at Wells Fargo Advisors from 2016 to 2021 before joining Kestra in 2021. His credentials include the Series 66 designation. Outside of his advisory role, he is a member of The Paluxy Ponderosa, where he participates in general maintenance and manages a coin collection. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Jeremy Blackman is a CFA® charterholder and Series 65 licensee with 17 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. The firm advises a diverse range of clients including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. Luther King Capital Management employs a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies, managing approximately $31.5 billion in regulatory assets.