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 CFP® with 24 years of experience in the financial advisory industry, currently with Cerity Partners LLC since 2019. His prior experience includes roles at Arkadios Capital, BD4RIA, Inc., Triad Advisors Inc, and Karsten Advisors. Outside of his advisory work, he is involved in a construction company in Colorado as a one-third owner. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management with an emphasis on diversified asset allocation, combining proprietary quantitative screening and third-party managers, along with a range of services such as financial planning, tax and insurance support, and access to alternative and private-market investments.

Brandon Tort is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 and Series 63 licenses and has prior experience at Ameriprise, Goldman Sachs & Co. LLC, and Charles Schwab & Co., Inc. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm leverages comprehensive strategic and tactical allocation models, manager selections, and proprietary analytics, offering a range of fee arrangements and access to affiliated Goldman Sachs entities and services.

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.

Farheen Ahmed is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. She has held roles at Goldman Sachs Ayco, TD Ameritrade, and various other positions before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad array of investment advisory programs and clearing and custody services. The firm utilizes a multi-asset, multi-manager approach with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Stephanie Schuller is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior experience includes roles at Avantax Investment Services, Cetera, 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, using a centralized Investment Management Team to design and oversee model portfolios and select third-party managers.

Michael Bunting is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with First Command and its related entities since 2005. Outside of advising, he is president of MD Bunting Inc., a company related to his financial advisory work. 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, providing investment management through a centralized team that selects model portfolios and approved third-party 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.

Yareli Roudybush is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 licenses. She has two years of industry experience and previously worked at Wells Fargo, Alaska USA, and other financial service firms. First Command Advisory Services, Inc. primarily 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 managed through a centralized investment team and wealth portfolio managers.

Hunter Anderson is a financial advisor with Kestra Advisory in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Kestra Investment Services, Chevron, and experience in the hospitality and event staffing sectors. Hunter has also been involved with Trinity Event Staffing for several years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and manages diverse investment platforms with a range of client types, including large institutional investors.

David May is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. Outside of his advisory role, he serves as a director for Upland Software, Inc. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory, model portfolio services, and financial planning. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages approximately $31.5 billion in assets.

Jordan Patterson is a CFP®, ChFC®, and Series 66-licensed advisor with 11 years of industry experience, currently with First Command Advisory Services. He has been with the firm and its affiliated entity, First Command Financial Planning, Inc., since 2014. The firm primarily serves individuals, corporate, and charitable clients with a particular focus on active-duty service members and their families. First Command Advisory Services offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Brittny Allred is a CFA® charterholder based in Fort Worth, TX, with 10 years of industry experience. She has been with Luther King Capital Management Corporation since 2013. 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 various equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Michael Yeager is a CFA® charterholder at Luther King Capital Management Corporation with 12 years of industry experience. He has been with Luther King Capital Management Corporation since 2001. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, and model portfolio management. The firm employs a fundamental, bottom-up investment approach across multiple asset classes and serves clients such as trusts, pension plans, government entities, and registered investment companies.

Timothy Hyde is an advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience from his current roles at various First Command entities since 2025. Hyde also serves in the United States Air Force, a position he has held since 2004. 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 provides financial planning and multiple wrap-fee asset management programs, managing model portfolios and third-party managers through a centralized Investment Management Team.

Clark Woodruff is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2023, with prior experience at Farmers Insurance. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, supported by specialized programs and access to alternative investments within the broader Goldman Sachs ecosystem.

Tina Caddell is a financial advisor at First Command Advisory Services with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with First Command Financial Planning, Inc. since 2015. First Command Advisory Services 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 centralized investment management and a prescribed selection of third-party managers.

Adrian Moon is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 credentials. He has one year of industry experience and previously served in the United States Army from 2021 to 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 provides financial planning and various wrap-fee asset management programs, employing a centralized investment management team to design and manage client portfolios through a discretionary investment management agreement.

Benjamin Stevenson is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and American Fidelity Assurance Company. Prior to entering the financial sector, he worked in education at various schools from 2015 to 2024. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Christopher Mc Neal is a financial advisor at Cerity Partners LLC in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, RBC Capital Markets, LLC, Raymond James Financial Services Advisors, Inc., and Jackson National Distributors, LLC. Cerity Partners provides customized wealth management and related services to a wide range of clients, including individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and proprietary quantitative screening alongside third-party managers and individual securities, and operates multiple private-markets offerings and affiliated consulting and insurance practices.