James Harpin is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with First Command Advisory Services since 2015 and is also affiliated with First Command Financial Planning, Inc. and First Command Insurance Services, Inc. since 2014. 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 featuring model portfolios constructed and managed by an internal Investment Management Team and Wealth Portfolio Managers.

Bryan Coleman is a CFP® with 10 years of experience in financial advisory and planning. He has been with First Command Advisory Services, Inc. and its affiliated companies since 2016. The firm primarily serves individual, 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.

Kelly Maston is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining First Command, Maston worked at CACI International, Inc. She operates Kelly Adams Maston, LLC, a personal business entity related to her advisory work. First Command Advisory Services is an SEC-registered 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 wrap-fee asset management programs that use model portfolios managed by a centralized Investment Management Team.

Shane Miller is a CFP® with 15 years of industry experience, currently serving as an advisor at Prime Capital Financial. Prior to joining Prime Capital, he worked at WPWealth LLP for 13 years and was involved with Bright Wealth Planning Limited Liability Company. Since March 2024, he has been President of Bright Wellness DFW, LLC, a healthcare company where he assists with payroll, accounting, and business consultations. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings. The firm employs various investment strategies and maintains an affiliated accounting subsidiary to provide tax planning and financial administration services.

Peter Schenck is a Certified Financial Planner® at First Command Advisory Services with 17 years of industry experience. He has been with First Command in various capacities since 2008. Outside of his advisory work, he and his wife manage a rental property in Minnesota. 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 select and manage portfolios with discretionary authority.

Sean Martin is a financial advisor with Truist Advisory Services in Ft Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has held roles at several organizations including BOKF, NA and BBVA Compass Insurance Agency, Inc. prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a range of inter-affiliate resources.

Jonathan Stein is a financial advisor with Kestra Advisory Services LLC, holding a Series 63 designation and bringing 44 years of industry experience. He previously worked at Prospera Financial Services, Inc. for 24 years before joining Kestra in 2024. Stein is also involved with Optima Wealth Management, Inc. providing financial advice on commissioned and fee-based accounts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, plan-level investment advice, and employee education, supporting recommendations with due diligence on performance, fees, and investment process.

Carolyn Elrod is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds a Series 65 designation and has 16 years of industry experience, including over a decade at First Command Advisory Services and a longer tenure with First Command Financial Planning, Inc. 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 team to design and manage model portfolios with selected third-party managers.

Chance Naugle is a financial advisor with Principal Financial Services in Fort Worth, TX. He holds a Series 66 designation and began his career in the financial industry in 2026. Prior to joining Principal, he worked in various roles outside finance, including positions in hospitality and full-time education. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Kyle Hashimoto is a financial advisor at First Command Advisory Services with one year of industry experience. He previously served in the United States Army for 12 years and has held various roles within First Command’s affiliated entities since 2024. Outside of advisory work, he was involved with A&K Plaques LLC in 2024. 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 model portfolios and third-party managers selected by an internal Investment Management Team.

Perry Price is a Series 66-registered financial advisor with First Command Advisory Services in Fort Worth, TX, and has two years of industry experience. Prior to his advisory role, he has served in the United States Air Force since 2011 and currently holds the position of Instructor Flight Engineer in the Air Force Reserves. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

Joanne Olson is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 licenses and two years of industry experience. Her prior work includes roles at multiple First Command entities and involvement in energy and integrative medicine businesses. She is also engaged with Go Solar with Kelly, LLC, an entrepreneurial venture in the solar industry. 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 model portfolios using mutual funds, ETFs, and third-party managers.

Jordan Butz is a financial advisor at First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been with First Command since 2026. Prior to joining the firm, he served in the United States Army and held positions at Kohl’s, Amazon, and Target. 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.

Stephen Kaye is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 11 years at Comprehensive Asset Management and Servicing, Inc. and Teak Tree Capital Management, LLC. He serves as Treasurer of Congregation Ahavath Sholon in Fort Worth, TX. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across various investment vehicles and strategies.

Paul Greenwell is a financial advisor at Luther King Capital Management Corporation with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Luther King Capital Management since 1983. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and mutual funds. The firm employs fundamental, bottom-up analysis across a range of equity, fixed income, and balanced strategies and manages approximately $31.5 billion in assets.

Gina McDonald is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank, spanning over a decade at those firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Brian Harris is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and joined First Command in 2025 following a 12-year career in the United States Air Force, where he served as an Avionics Functional Area Manager and is currently on terminal leave prior to retirement. 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, employing a centralized Investment Management Team to design and monitor model portfolios using mutual funds, ETFs, and third-party managers.

Jason Preston is a financial advisor at Creative Planning with 13 years of industry experience. He has been with Creative Planning since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner of a real estate business in North Richland Hills, Texas. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Scott Kimmel is a financial advisor with Principal Financial Services in Fort Worth, TX, holding a Series 63 designation and 39 years of industry experience. He has been with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 2016. Outside of his advisory role, he sells fixed life insurance and fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Stephen Beckmann is a Series 66-licensed financial advisor with Integrity Alliance, LLC, based in Bedford, TX, and has two years of industry experience. Prior to joining Integrity Alliance in 2026, he worked in multiple roles at Bankers Life from 2022 to 2026. He also spent 15 years with the Hurst Euless Bedford Independent School District. Beckmann’s non-investment business activities include recruiting and training insurance agents for Bankers Life, focusing on life and health insurance products. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans through a large network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers, utilizing multiple investment approaches and platforms.