Bridget Palmer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for five years before joining Commonwealth in 2019. Palmer currently leads the Palmer Wealth Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Wendell Epps is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Principal Securities since 1998 and has worked with Principal Life Insurance since 1997. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mason Jones 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. His prior work includes roles in roofing and building products as well as retail. 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 to manage model portfolios and select third-party managers from approved lists.

Richard Spence is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Ameritas in various capacities since 2013 and has additional experience with Wealth Solutions LLC. Outside of finance, he has been involved in horse breeding and training for over two decades and is also active in music performance, recording, and teaching, including volunteering for charitable organizations through music. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing both proprietary and third-party model portfolios and multiple program platforms.

Adriana Jimenez is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. She has worked with multiple affiliated firms under the First Command umbrella since 2018, and her previous roles include positions at William J Perry and Home Depot U.S.A. 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 wrap-fee asset management programs featuring centrally managed model portfolios and prescreened third-party managers.

Ambyr Capps is a financial advisor at Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 66 licenses with three years of industry experience. She maintains an active occupational therapy license and works on a part-time, as-needed basis providing therapy services at Health Management Group and CRG Therapy Group. Additionally, she serves as an administrator for the DFW Network of Women, a local networking group. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Tamara Becker is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Guaranty Bank and Trust. Outside of her advisory work, she is involved with CROSS YOUR FINGERS LLC, a company focused on medical devices and supplies related to renal health. Schwab Wealth Advisory serves clients enrolled in its SWA program and certain referrals, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance relies on Charles Schwab’s asset-allocation models and research tools, with client-approved trades and tailored recommendations based on individual goals and risk tolerance.

Nathan Perschon is a financial advisor at First Command Advisory Services in Fort Worth, TX, with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with First Command Advisory Services since 2015, having worked with affiliated entities 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios from a prescreened selection of funds and third-party managers.

Edwin Vieux is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with First Command Financial Planning, Inc. since 2014. 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, utilizing a centralized Investment Management Team to design and manage model portfolios and select third-party managers from approved lists.

Dustin Stiefel is a financial advisor with Mercer Global Advisors Inc. in Colleyville, TX, holding a Series 63 designation and 28 years of industry experience. He previously worked at Steward Financial Group, LLC for 16 years before joining Mercer in 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by educational content and specialized service offerings.

Heidi Schmidt is a CFP® professional at Schwab Wealth Advisory with 25 years of industry experience. She has worked with Charles Schwab and its affiliated entities since 2019 and previously held roles at USAA Financial Planning Services and related USAA companies from 2004 to 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Michael Ryan is a financial advisor with Foundations Investment Advisors LLC in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Prior to joining Foundations in 2025, he worked at firms including AE Wealth Management, CV Mansfield LLC, and Principal Financial Ltd Co. Ryan is also engaged as legal counsel and a member of Black Rock, LLC, providing legal advice to individuals and organizations. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, incorporating structured products and alternative investments where appropriate.

Brady Bell is a financial advisor at CWM, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and Simmons Bank. His earlier career includes roles at several country clubs and Texas A&M University. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing a discretionary investment approach supported by an in-house Investment Committee and a range of third-party resources.

Tristan King is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Cantella & Co., Inc., UBS Financial Services Inc., and Morgan Stanley. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm utilizes both firm- and third-party investment models across discretionary and non-discretionary portfolios, combining active and passive strategies with ongoing manager due diligence.

Parker Martinez is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at Charles Schwab & Co., Inc. and Fidelity Investments. His background also includes roles outside finance, including a position at Texas Tech University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s approach emphasizes asset allocation and investment selection guided by Charles Schwab’s proprietary research and standard models, with client authorization required for trade execution.

Amy Warner is a financial advisor with First Command Advisory Services in Great Falls, MT. She holds the Series 66 designation and has three years of industry experience. Prior to joining First Command, Warner worked at Davidson Investment Advisors for four years and Wells Fargo for nine years. 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.

David Springer is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked as an independent professional golfer for one year. His background also includes academic roles at the University of Missouri and Trinity University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers various portfolio management programs, employs multiple analytical approaches, and acts as a fiduciary under written advisory agreements.

Mary Baxter is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with First Command Financial Planning since 2015. 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 provides financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by an in-house Investment Management Team and Wealth Portfolio Managers.

Alicia Langdon is a CFP®-certified financial advisor with 10 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and has prior experience at Whitley Penn Financial, Fluent Financial, LPL Financial, and Charles Schwab. Based in Fort Worth, TX, she holds a Series 63 license. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, and retirement-plan services to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across both active and passive strategies, and differentiates itself by acting as a general partner in proprietary private funds and advising a continuously offered interval fund.

Raymond Schwager is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked across related First Command entities since 2004. Schwager is based in Fort Worth, TX. 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 provides financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.