Jason Frizzell is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at AE Wealth Management since 2019 and previously spent six years at Global Financial Private Capital. He also owns JCF Financial Advisory, an insurance sales business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services through a platform-centered approach that combines model portfolios managed by AEWM, third-party strategists, and advisor-managed models.

Sherrie Keylon is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior work includes roles at LPL Financial, The Public Utility Commission of Texas, The Home Depot, ELK Electric Inc, Kestra Investment Services, and Mass Mutual Investors Services. 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 to design and monitor model portfolios with discretionary authority.

Daniel Downes is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2014. Based in Fort Worth, TX, he holds a Series 63 license. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple asset classes and offers a range of services such as separately managed portfolios, sub-advisory, and model portfolio solutions.

Brian Fibiger is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Thrivent Investment Management and TD Ameritrade, and he has been with First Command in various capacities since 2014. He also served at Christ Lutheran Church from 2018 to 2021. 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 multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers, using approved third-party managers and a structured investment approach.

Jonathan Holt is an advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked in mortgage lending and home construction. 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 using model portfolios managed by a centralized team and wealth portfolio managers.

Ryan Holbert is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 20 years of industry experience, including previous roles at Cambridge Investment Research and Prudential Insurance Company of America. Holbert is also affiliated as an Investment Advisor Representative with CIRA. 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.

Miguel Figueroa is a financial advisor with PNC Wealth Management in Arlington, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Securities LLC, and JP Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to PNC Bank employees. The firm utilizes algorithm-driven risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

John Albert is a CFP® with 17 years of industry experience, currently with First Command Advisory Services. His career includes roles at First Command Insurance Services, Brokerage Services, and Financial Services, as well as two years at Securian Financial Services. First Command Advisory Services, Inc. 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 featuring model portfolios constructed and monitored by a centralized Investment Management Team.

Heather Brock is a CFP® and ChFC® with 15 years of experience in the financial services industry. She has been with First Command Advisory Services since 2015 and has held various roles within affiliated First Command entities since 2005. Based in Fort Worth, TX, her career includes experience in advisory, insurance, financial planning, brokerage, and banking operations. First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.

Tyler Seibold is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. He previously worked at Deloitte Tax LLP and Invoke Tax Partners, and he attended Texas A&M University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to deliver portfolio management and financial planning services.

Mark Johnson is a CFA® and CIC-designated financial advisor with 24 years of experience at Luther King Capital Management Corporation, where he has worked since 2002. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, pursuing fundamental, bottom-up analysis across multiple equity and fixed income strategies.

William Bartels III is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and bringing 19 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with First Command Financial Planning Inc. since 2006. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable focus 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 to design and manage model portfolios and third-party managers.

Bibhu Chapagain is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked within Goldman Sachs and its affiliated Personal Financial Management Group since 2022. Prior to his advisory role, he held various positions at Berry College, including roles in the Business and Finance Office and Student Enterprise. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large, integrated financial group.

Lucas Lopez Acevedo is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials. He began his career at First Command in 2026 and has prior experience serving in the U.S. Army. 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 featuring model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Michael Hager is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and previously served in the United States Marine Corps for 21 years. Hager’s background includes roles across multiple First Command entities since 2024. 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 various wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Jeffrey Paladini is a financial advisor at Cerity Partners LLC in Fort Worth, TX, holding CFP® and Series 66 credentials with 25 years of industry experience. His prior roles include positions at Arkadios Capital, BD4RIA, Inc., Triad Advisors Inc., and Karsten Advisors. Outside of advisory work, he is a one-third owner of a construction company in Colorado involved in custom building and equipment rentals. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, incorporating both third-party and direct investment strategies, and provides access to alternative and private market solutions for qualified clients.

Charles Spencer is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his current role, he worked at Amazon and Shipt and has served as a college advisor helping students with SAT preparation and college applications. He also volunteers as an instructor for a virtual retirement education course through the University of Alaska Fairbanks. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor portfolios.

Stephanie Schuller is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. Her prior experience includes roles at Avantax Investment Services, Cetera Financial Specialists, and Farpointe Wealth Advisors. 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 built from mutual funds, ETFs, and third-party managed accounts, using a centralized investment management team to select and monitor portfolios.

Michael Bunting is a financial advisor with First Command Advisory Services based in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked with various entities under the First Command umbrella since 2005. Outside of his advisory role, he is president of MD Bunting Inc., a company related to his financial advisory 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 offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Robert Milmore is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently affiliated with First Command Advisory Services and serves as president of Milmore Advisory Group. Additionally, Milmore holds a military officer position in the US Army Reserves, where he is involved with USSPACECOM CHoPS; J3. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.