Beth Le Crone is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and having 10 years of industry experience. She has worked with First Command Advisory Services and First Command Insurance Services since 2016 and is also affiliated with the University of Maryland University College Europe. First Command Advisory Services is an SEC-registered adviser serving 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 using model portfolios and third-party managers selected by a centralized Investment Management Team.

James Ray is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch, Fidelity Investments, and Guy Rodgers Private Wealth Strategies. Prior to his financial career, he was a professional golfer. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Charles Rymer is a financial advisor with First Command Advisory Services, holding the Series 66 designation and five years of industry experience. He has served in various roles within First Command since 2020 and is also an Air Force Civil Engineer Officer in the United States Air Force Reserve. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers.

Matthew Conner is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and previously worked for the US Department of Defense from 2012 to 2019. 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 featuring model portfolios managed by a centralized Investment Management Team.

Kari Doorn is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, Kari partners with clients to align their investments with their defined financial goals, focusing on building trust and lasting relationships to support clients throughout their financial journey. Prior to joining Fidelity Investments, Kari served as a Vice President Financial Consultant at Charles Schwab from 2015 to 2023. This experience provided Kari with extensive expertise in financial consulting and client relationship management. Outside of work, Kari has personal interests that include cooking and baking, playing musical instruments, engaging in outdoor adventures, reading, snowboarding, and traveling.

David Larsen is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has less than one year of industry experience. Prior to joining First Command, Larsen served in the U.S. Army from 2019 to 2023 and has held various roles outside the financial sector. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and manage portfolios on behalf of clients.

Minor Wallace is a CFA® charterholder with 11 years of industry experience. He has worked at Luther King Capital Management Corporation since 2006. Luther King Capital Management Corporation serves 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 equity and fixed income strategies, and manages mutual funds, separately managed accounts, and private investment vehicles.

Leonard Tillman is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has experience in financial services roles at multiple First Command entities since 2025 and has served in the United States Air Force since 2006. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers, utilizing a disciplined selection process for third-party managers and model portfolios.

Sean O Donnell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual, pension, charitable, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party options.

John Pilkinton is a financial advisor with Empower Advisory Group in North Richland Hills, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at USAA, Merrill Lynch, Prudential, and Bank of America. Outside of advisory work, he is co-owner of Zep Tepi Sports, which organizes youth basketball tournaments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm integrates financial planning with Empower’s administrative platforms, focusing on long-term portfolio returns, rebalancing, and clients’ savings rates.

Jason West is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at Truist and its predecessor firms since 2016, as well as brief positions at J.P. Morgan in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Lindsey Toole is an investment advisory representative at CWM, LLC with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cetera Advisor Networks, Carson Wealth Management, and LPL Financial. In addition to her advisory role, she is also licensed to sell fixed insurance products such as life, disability, annuities, and long-term care. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a diverse range of services including portfolio management, financial planning, and retirement plan solutions.

William Sager is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at First Command Advisory Services in Fort Worth, TX. He has held positions at First Command Financial Planning, Inc., Global Retirement Partners, LLC, LPL Financial, LLC, and Frenkel Benefits, LLC. He serves as Treasurer on the Board of Directors for the First Command Educational Foundation. First Command Advisory Services is an SEC-registered investment adviser that focuses on financial planning and asset management for individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm employs a centralized investment management team to design and monitor portfolios, offering a range of wrap-fee programs and maintaining an employee-ownership structure.

De Anna Moore is a financial advisor at First Command Advisory Services with 23 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Her prior firms include Cetera Investment Services and LPL Financial LLC. 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 a centralized Investment Management Team.

Jerad Houser is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds the Series 63 and Series 65 designations and has 12 years of industry experience. Prior to his current role, he owned and operated Houser Woodworking for 17 years. Houser is also the managing member of Southern Gumption Financial LLC. 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 managed by a centralized Investment Management Team.

Jesse Nunez is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His previous roles include positions at The Vanguard Group, TD Ameritrade, and a four-year tenure in the United States Marine Corps. He also operates an independent business, Jesse Has No Money Ltd Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio management and operates within plan lineups selected by plan sponsors.

Kadri Lindemann is a CFP® and ChFC® credentialed advisor with seven years of industry experience, currently serving at First Command Advisory Services in Fort Worth, TX. Prior to this, Lindemann had roles at Moody AFB Non-Appropriated Funds and has owned a separate LLC established for non-investment business purposes with a domestic partner. In addition to their advisory work, Lindemann manages an LLC used for their First Command business activities. 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 by a centralized Investment Management Team that selects and monitors portfolios from prescreened mutual funds, ETFs, and third-party managers.

Quiana Davis is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has seven years of industry experience, previously working at firms including Edward Jones, Robinhood, TD Ameritrade, and Scottrade. Outside of financial services, she works as a delivery driver for Uber Eats and DoorDash. 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 featuring model portfolios and third-party managers selected by a centralized Investment Management Team.

Alejandro Barrera is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation. The firm’s approach involves algorithm-driven risk assessment and uses third-party strategists to manage investments primarily in mutual funds and ETFs, with annual rebalancing.

Michelle Dees is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill from 2004 to 2018, BB&T Securities from 2018 to present, and Truist Advisory Services since 2021. Michelle is based in Fort Worth, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.