Nidhi Talati is a CFP® professional with 25 years of industry experience, currently serving at First Command Advisory Services in Fort Worth, TX. She has held roles at First Command Financial Services, Inc. since 2017 and previously worked with Primerica Advisors and Primerica Financial Services from 1998 to 2017. 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 comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team that selects and manages portfolios from approved mutual funds, ETFs, and third-party managers.

Norbert Karczewski is a CFP® and ChFC® with 13 years of experience in the financial services industry. He currently works at First Command Advisory Services and has held various roles within the First Command organizations since 2013, with prior experience at Navy Federal Financial Group and Magellan Federal. First Command Advisory Services, Inc. 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 team that selects model portfolios and third-party managers from approved lists.

Leif Svendsen is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and with 25 years of industry experience. He has worked at First Command Financial Planning, Inc. since 2014 and Hd Vest Investments Securities since 1999. 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.

Jefferson Disla is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously served on active duty with the U.S. Army and in various roles at the Defense Finance and Accounting Service. 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 model portfolios managed centrally by their Investment Management Team and Wealth Portfolio Managers.

Kenneth Selby is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command, he served in various roles with the United States Army from 2016 to 2025. 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 managed by a centralized Investment Management Team.

Alan Ives is a CFA® charterholder and holds the Series 63 license, with 10 years of industry experience. He has been with Luther King Capital Management Corporation in Fort Worth, TX since 2015. Luther King Capital Management Corporation advises a diverse client base, including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. The firm employs fundamental, bottom-up analysis across multiple asset classes and offers a range of services including separately managed portfolios, sub-advisory, model portfolio services, and financial planning.

Labique Fazal Din is a financial advisor at Commonwealth Financial Network with a Series 66 designation and over 11 years of industry experience, including 11 years at Fidelity Investments before joining Commonwealth in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Mark Goodrum is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has previously worked with USAA Investment Services and Mutual of Omaha. Outside of his advisory role, he is an author of fiction novels. 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 several wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage portfolios using mutual funds, ETFs, and third-party managers.

Joanna Horton is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked at Merrill and Bank of America and serves as an adjunct professor at Dallas Baptist University, where she teaches business courses. Joanna is also an officer and director of the nonprofit Altrusa of Hot Springs Village. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers tailored portfolio management, retirement plan consulting, and financial planning, utilizing multiple investment strategies and acting as a fiduciary under written agreements.

Christopher Cerulla is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Voya Financial and its affiliated entities since 2014. Prior to that, he was associated with Directed Services, LLC for nine years. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory, utilizing both affiliated and third-party investment products through a network of advisors and technology-enabled tools.

Dalton Horton is a financial advisor with Kestra Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra Advisory, he worked at Merrill and has held roles in both public service and education. Horton is involved in client acquisition efforts with Wayne Christian Financial Services LLC and Christian and Daughters Financial Group LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Jacob Smith is a Series 65 licensed advisor at Luther King Capital Management Corporation with one year of industry experience. He has been with Luther King Capital Management 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 a fundamental, bottom-up investment approach across a range of equity, fixed income, and balanced strategies and manages several mutual funds, private partnerships, and wrap fee programs.

Cory Bruntz is a CFP® with eight years of industry experience, currently serving as a wealth advisor at Beacon Pointe Advisors, LLC. He previously worked at Purshe Kaplan Sterling Investments and Rosenthal Advisory Services, among other firms. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, leveraging proprietary due diligence and third-party platforms to deliver discretionary wealth management, financial planning, and outsourced CIO solutions.

Teresa Palmer is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked with multiple firms, including KMS Financial Services and Palmer Nunn Wealth Management, and currently serves as the mayor of Willow Park, TX. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent advisors. The firm employs a mix of custodians and third-party managers, with most assets under management held in non-discretionary accounts.

David Hunkins is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Before entering financial services, he served 24 years with Las Vegas Metro Police. 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 to design and manage model portfolios and select third-party managers from approved lists.

James Janka is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James and Avantax. 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and third-party managers.

William Dedmon is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work history includes roles at UBS Financial Services and Truist Investment Services, as well as time spent at the University of Mississippi. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Susan Bolland is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has 12 years of industry experience, all with First Command Financial Planning Inc. since 2013. 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 a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Daniel Gunderson is a financial advisor at Brookstone Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brookstone since 2020. Prior to that, he was associated with JD Mellberg and Hilltop Securities Independent Network Inc. Gunderson is also involved in insurance sales through his role at J.D. Mellberg Financial. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models and options-enhanced strategies, and serves as a sub-advisor to other advisory programs.

Philip Garcia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at UBS Financial Services, Raymond James & Associates, Merrill, Bank of America, and BB&T Securities before joining Truist in 2018. Outside of his advisory work, he is involved in ranching operations in Weatherford, Texas, where he raises cattle. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and an Equity Research team employing AI-enabled tools.