Patrick Jackson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at First Command Advisory Services and Citigroup Global Markets. Outside of his advisory work, he co-owns Greater Lights Logistics LLC, a general freight transportation business. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party managers through platforms like Envestnet, providing clients with account monitoring, rebalancing, and optional tax and impact overlay services.

Gunnar Soland is a financial advisor with Momentum Independent Network Inc. in Arlington, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Momentum Independent Network since 2005. Outside of his advisory role, he serves as a soccer referee for the Texas Association of Sports Officials and volunteers as the treasurer for his homeowners association. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment management and offers a range of customizable strategies, including tax-aware and municipal bond options, integrated with Hilltop affiliates.

Jason Adams is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior work includes roles at SagePoint Financial, NYLIFE Securities, and New York Life Insurance Company. Outside of advisory services, he is involved as a partner in a shipping and logistics business. Gradient Advisors, LLC provides investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third‑party money managers, employing a largely non‑discretionary model that incorporates multiple analytical approaches to portfolio management.

Timothy Mangus is a financial advisor with PFG Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at United Planners, OSAIC, Securities America, BBVA Wealth Solutions, and TdAmeritrade. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, principally using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Tyisha Wolfe is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments, CNO Financial - Bankers Life Securities, and First Command Financial Services. Wolfe is the founder of Hattie's House Youth Solutions, an organization that provides real-world readiness training to underserved youth aging out of foster care and juvenile justice systems, and she owns Peniel Enterprises LLC, a personal care product business. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, families, businesses, and retirement plans with wealth management, investment management, and financial planning services. The firm manages approximately $15.7 billion in assets using a primarily long-term, portfolio-driven approach that includes ETFs, mutual funds, and selected securities tailored to client objectives and risk tolerance.

Justus Winkler is a financial advisor with Momentum Independent Network Inc. and holds a Series 66 designation. He has one year of industry experience and previously worked at J Patterson Group, Inc/Momentum Independent Network, Da Capo Studio, Music Learning Band, Shelton Scholars, and Paciugo Gelato. Outside of finance, he works as a private contractor musician, playing guitar in various musical settings. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, with a platform model that integrates third-party managers and Hilltop affiliates.

Tony Adkison is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has been involved in various roles, including stewardship coaching and estate planning services through Stewardship Legacy Coaching, LLC, and Stewardship Advisory Group, LLC. Outside of advisory work, he operates as an independent insurance agent and has experience in family legacy and business legacy coaching. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans, offering investment advisory and financial planning services. The firm employs third-party sub-advisers and model portfolios and provides alternative investment options, operating with ERISA/IRC fiduciary obligations for retirement accounts.

James Neathery is a financial advisor with RedHawk Wealth Advisors, Inc. in Alvarado, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at RedHawk Wealth Advisors since 2008 and has served as President and CEO of James C. Neathery & Associates Inc. since 1991, where he is involved in the sales and service of insurance products. Additionally, he engages in retail sales of books, DVDs, and numismatic coins. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a structured investment committee, third-party risk tools, and multiple platform arrangements to support adviser recommendations.

Slade Buell is a financial advisor at Archer Investment Corporation with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Archer since 2018. Outside of his advisory role, Buell provides tax preparation and accounting services through his businesses, Buell-Hoover Consulting LLC and Overcash & Buell Inc. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies with customized portfolio management and model-based strategies. The firm manages approximately $900 million, employing a disciplined investment process that incorporates cash flow analysis, risk tolerance, and diversified allocations across multiple asset classes.

Kaylynn Dalebout is a financial advisor at Wealth Management in Mansfield, TX, with seven years of industry experience. She holds the PFS™ designation and Series 63 license. Prior to joining Wealth Management, Kaylynn worked at Yellowstone Partners and currently owns Clockwork Accounting & Tax Services, which provides accounting and tax preparation services. She is also involved in managing an Airbnb property through Quiet Jungle Escape, LLC, and owns Iron Clad Excavation. Wealth Management serves a broad client base including individuals, pension and profit-sharing plans, trusts, corporations, and government entities. The firm employs a passive investment approach centered on no-load mutual funds and ETFs, emphasizing long-term, buy-and-hold strategies with periodic rebalancing, and provides fiduciary retirement-plan services and back-office support to other advisors.

J Paul Prasifka is a financial advisor with Gradient Securities, LLC, holding Series 65 and Series 63 credentials and possessing 20 years of industry experience. He previously worked at Rhodes Securities, Inc. for nine years before joining Gradient Securities in 2022. Prasifka serves as President Elect of the Fort Worth Texas Exes alumni association. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and combines fundamental, technical, and cyclical analysis, often utilizing third-party managers while maintaining detailed disclosure and oversight of related revenue-sharing and incentive arrangements.

Carson Graves is a financial advisor with Gradient Advisors, LLC in Arlington, TX, holding Series 63, 65, and 66 designations and nine years of industry experience. He has been with Gradient Advisors since 2017 and operates Carson Enterprise, a retirement education center, since 2007. Outside of financial advising, he is also involved in real estate as a realtor with TrackStar Realty Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a primarily non-discretionary model, working with third-party money managers and Investment Advisor Representatives, and manages platform assets of approximately $1.39 billion.

Marcus Zapata is a CFP® with nine years of experience in financial services, currently with First Command Advisory Services in Fort Worth, TX. He has held roles at several affiliated First Command entities since 2017 and previously worked at H&R Block and Alamo Insurance and Wealth Management. 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 team that selects portfolios and third-party managers from approved lists.

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.

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.

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.

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.

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.

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.

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.