Benjamin Dixon is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Independent Financial Group, he has worked at Dixon & Associates and Alderson & Alderson PC, where he is involved in tax preparation, accounting, and bookkeeping services. He also serves as an officer and director of Dixon Advisory Group LLC, which provides similar consulting and tax filing services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a range of financial planning and portfolio management strategies using both firm- and third-party models, combining passive and active investments across standard risk profiles.

Mark Ernst is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at First Command Advisory Services since 2024. He previously worked for TIAA-CREF and TIAA from 2015 to 2024. First Command Advisory Services is an SEC-registered investment adviser focusing on 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 that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Jonathon Lamb is a financial advisor at Farther with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC, and TD Ameritrade. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

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 with Cerity Partners LLC in Fort Worth, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments, Uber Eats, and HR Solid Foundation. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and access to alternative and private-market investments through proprietary quantitative screens and third-party managers.

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 Series 66-licensed financial advisor with First Command Advisory Services in Fort Worth, TX, where he has worked since 2020. He has five years of industry experience and has held roles at various companies including Strike Industries and BlackHawk Manufacturing Group. 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 and third-party managers selected by a centralized Investment Management Team.

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 licenses and bringing 27 years of industry experience. She has worked at Truist Advisory Services since 2021 and previously spent five years at Morgan Stanley. Breen is co-founder and secretary of the Stephen Breen Memorial Foundation, which provides financial assistance to children seeking Catholic education and to families with children afflicted by cancer. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides asset allocation, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches with oversight by an in-house investment advisory group.

Forrest Patterson is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds the ChFC® designation and is registered with Series 65 and Series 63 licenses. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Gradient Securities. He is also involved with American Senior Benefits as an insurance agent. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans through a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and access to third-party managers, delivering investment advice through discretionary accounts, model portfolios, and various platforms.

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 with Series 65 and Series 63 credentials and one year of industry experience. He has served in various capacities within the First Command organization since 2024 and is also a member of the United States Army, where he has served for 20 years. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and third-party managers.

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.

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.