Holly Heath is a Series 66-licensed financial advisor with First Command Advisory Services, based in Fort Worth, TX. She has 12 years of industry experience and has worked within various First Command entities since 2015. Outside of her advisory role, she is active in her local community as a member of a sewing club that creates items for sale and charity. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and monitor portfolio models.

James Meier is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and having one year of industry experience. Prior to joining the firm, he served 27 years in the United States Air Force. He is also involved as a distributor and community partner with The Juice Plus+ Company, a multi-level marketing business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with particular attention to 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.

Jaimeson Smith is a financial advisor with Creative Planning, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Robinhood Financial, Robinhood Markets, and Fidelity Brokerage Services. He serves on the board of the American Heart Association and participates on the family board of directors for Allen Associates, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by specialized offerings such as direct indexing and tax-loss harvesting.

Kristal Dillon is a financial advisor with First Command Advisory Services holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked with First Command Financial Planning Inc. since 2002. Outside of her advisory role, she is employed as a driver for Uber and Door Dash. 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 wrap-fee asset management programs featuring centrally managed model portfolios and third-party managers selected by an in-house Investment Management Team.

Kevin Heckle is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and four years of industry experience. Prior to his current role, he served 27 years in the United States Air Force. He has worked at multiple First Command entities since 2021. 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 provides financial planning and a range of wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Scott Steger is a financial advisor at Principal Financial Services with over 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal since 2016. In addition to his advisory role, Scott is involved in insurance-related activities, providing life, disability, and annuity products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions.

Amber Goetz is a Series 66 licensed financial advisor with 11 years of industry experience, currently practicing at First Command Advisory Services. Prior to joining First Command in 2024, she worked at Prospera Financial Services Inc and Lion Street Advisors. Outside of her advisory role, she owns and manages Auntie Ams Toffee Co, a business involved in making and selling toffee locally in Texas. 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.

Alexey Kassabov is a CFP® professional at Cerity Partners LLC in Fort Worth, TX. He has experience working at Cerity Partners since 2023, and previously held roles at Capital One and Flaherty Salmin CPAs. Cerity Partners advises a diverse client base including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that incorporates proprietary quantitative screening, manager selection, and private market solutions for qualified clients.

Christina Almazan Diaz is a Series 66-credentialed financial advisor at First Command Advisory Services with six years of industry experience. She has been with First Command Advisory Services and its affiliated entities since 2019. Prior to her advisory career, she worked at Neighborhood Church Okinawa for two 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 managed through a centralized team and emphasizes in-person financial coaching.

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 at First Command Advisory Services with eight years of industry experience. She holds the Series 66 designation and has been with First Command in various capacities since 2015, including roles at First Command Financial Planning, Insurance Services, and Advisory Services. Maston operates a personal LLC providing financial advisory services as an independent contractor. 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 comprehensive financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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 with First Command Advisory Services, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining First Command, he served in the United States Army for 12 years and has held roles at A&K Plaques LLC and Instacart. 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 overseen by a centralized Investment Management Team, providing discretionary portfolio management through model portfolios and third-party managers.

Tyisha Wolfe is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 66 and Series 63 licenses and 12 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, CNO Financial - Bankers Life Securities, First Command Financial Services, Trinity Portfolio Advisors, and Morgan Stanley. She is the founder of Hattie's House Youth Solutions, an organization focused on preparing underserved youth for independence through practical life skills training, and owns Peniel Enterprises LLC, which markets personal care products. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by internal due diligence and a range of operational tools.

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.