Ramon Jimenez is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and four years of industry experience. He has worked within multiple First Command entities since 2021 and owns two non-investment related businesses, Epiphany Management Solutions, LLC and Epiphany Real Estate, LLC. He also serves as Treasurer for a small nonprofit and Secretary for another nonprofit providing educational and athletic programs to children in Juarez, Mexico. 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 that utilize model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

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.

Jeremy Blackman is a CFA® charterholder and Series 65 licensee with 17 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. The firm advises a diverse range of clients including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. Luther King Capital Management employs a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies, managing approximately $31.5 billion in regulatory assets.

Austin Beard is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has a background in the U.S. Army and U.S. Army Reserve, where he currently serves as an Intelligence Analyst. Outside of advising, he owns Austie's Skate Supply, a small business manufacturing and selling skateboard wax. First Command Advisory Services is an SEC-registered firm 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 through a centralized investment management team and wealth portfolio managers.

Timothy Custer is a CFP® professional with 27 years of experience in the financial services industry. He has worked with First Command Financial Services Inc and its related entities since 1999 and has been with First Command Advisory Services for the past 11 years. He 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 offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select investment options from prescreened managers.

Tobin Calvert is a financial advisor at Luther King Capital Management Corporation with 22 years of industry experience. He has been with Luther King Capital Management since 2011. Calvert holds the Series 63 and Series 65 designations. Luther King Capital Management advises a range of clients including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies and manages approximately $31.5 billion in regulatory assets.

Ira Hester is a CFA® and CIC-designated financial advisor with 28 years of industry experience. He has been with Luther King Capital Management Corporation in Fort Worth, TX, since 2013. Luther King Capital Management Corporation advises 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 approximately $31.5 billion in regulatory assets.

Kevin Olson is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Charles Schwab & Co., PNC Investments, Avantax, and Pacific Life. 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 featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

John Gunthorp is a CFA® and CIC credentialed advisor with 28 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies, managing a range of portfolios including mutual funds and private investment partnerships.

Ronald Deal is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. He joined First Command in 2025 after prior roles at Booz Allen Hamilton, Apex Clean Energy, and the United States Army. He is based in Fort Worth, TX and has less than one year of industry experience. 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 delivers financial planning and multiple wrap-fee asset management programs through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and approved third-party managers.

William Angerman is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and previously served 27 years in the United States Air Force. His prior work experience includes roles at Silver Angle Consulting and Five Domains. 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, utilizing a centralized Investment Management Team to design and monitor model portfolios and select approved third-party managers.

Michael Mc Cann is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at Fidelity Investments and First Command Financial Services. 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 model portfolios and approved third-party managers, supported by a centralized Investment Management Team and Wealth Portfolio Managers.

Thomas Richardson III is a financial advisor at Cerity Partners LLC with 29 years of industry experience. He holds a Series 63 designation and has worked at firms including Arkadios Capital, BD4RIA, Inc., Karsten Advisors, and 1 St Global Insurance Services. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in assets as of year-end 2025. The firm offers customized wealth management services, employing a client-specific investment framework that includes proprietary screening, manager selection, alternative and private market solutions, and affiliated business platforms.

Scot Hollmann is a CFA® charterholder with 34 years of industry experience, currently serving at Luther King Capital Management Corporation since 1983. He is based in Fort Worth, TX, and holds a Series 65 license. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, pension plans, and government entities. The firm employs a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies, managing a range of pooled and separate accounts with approximately $31.5 billion in regulatory assets under management.

Stephen Osborne is a financial advisor with &PARTNERS in Colleyville, TX, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining &PARTNERS in 2025, he worked for Guidestone Financial Resources of SBC for 19 years and A. G. Edwards & Sons, Inc. for one year. Outside of advising, he is a silent partner in a business that purchases exotic animals for resale. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, using a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Frank Sullivan is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Frost Brokerage Services and First Command Financial Planning, Inc., each for six years. Outside of advisory work, he serves as an executor and independent administrator for family estates. First Command Advisory Services is an SEC-registered firm 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, using a centralized Investment Management Team to design, monitor, and rebalance model portfolios.

Mason Goynes is a CFP® professional with eight years of industry experience, currently serving with AE Wealth Management, LLC in Fort Worth, TX. His prior experience includes roles at Gregory Ricks & Associates, Inc., Centanni Financial Group, Lincoln Financial Advisors Corporation, and Raymond James Financial Services, Inc. He also acts as a presenter for the Association for Financial Education and Advice (AFEA). AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion across more than 127,000 clients, supported by a robust platform and a large team of advisors.

Peter Carlo is a financial advisor at First Command Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with First Command in various capacities since 2001. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.

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.