Jerry Williams is a financial advisor with Lincoln Investment in Arlington, TX, holding over 56 years of industry experience. He has worked with Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. In addition to his advisory role, he is involved in insurance sales and service for fixed and life products through Williams Financial Position. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, utilizing a mix of in-house and third-party investment strategies managed by an Investment Management & Research team.

Christopher Shea is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with First Command Advisory Services in Fort Worth, TX. Prior to joining First Command, he worked at Edward Jones and Allstate Insurance Co. Outside of his advisory role, Shea is a partner in a family-operated honey farm, leasing property for beekeeping activities. 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 a range of wrap-fee asset management programs that utilize model portfolios managed by an internal investment management team and wealth portfolio managers.

Brandon Potter is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His previous roles include positions at Fidelity Brokerage Services and New York Life Insurance Company. He also operates May Financial Strategies, LLC, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Timothy Taylor is a financial advisor with Money Concepts Capital Corp in Fort Worth, TX. He holds the Series 66 designation and has 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. Money Concepts Capital Corp provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

David Carpenter Jr. is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 31 years of industry experience. His career includes roles at Brokers International Financial Services, Royal Alliance Associates, Signator Investors, and Educators Resource Group. Additionally, he operates a sole proprietorship as an insurance agent, marketing fixed annuity and life products. Integrity Alliance serves a broad client base, including individual investors, corporations, and retirement plans, offering advisory and brokerage services through a large network of independent advisors managing approximately $5.4 billion in assets.

Matthew Sherman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2012 and at Private Advisor Group since 2021. His outside business activities include providing non-variable insurance products such as life, annuity, LTC, and disability insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Mason Martin is a financial advisor at First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 2025. Prior to his advisory role, his work experience includes positions at Leaf Filter, Home Depot, and Texas A&M University Corpus Christi. 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 manage model portfolios across various asset classes.

Joshua Mccutcheon is a financial advisor at GWN Securities Inc. in Fort Worth, TX, holding a Series 66 credential with six years of industry experience. Prior to joining GWN Securities in 2020, he worked at Sirrah Inc. from 2016 to 2020. He also works as an independent insurance agent providing life, disability, and long-term care insurance options to clients. GWN Securities offers investment advisory and related services to individual and corporate clients through multiple managed account programs, financial planning, and third-party manager selection. The firm combines discretionary portfolio management and model-based allocations grounded in Modern Portfolio Theory with tactical strategies such as market-timing and momentum-based approaches.

Frederick Labatt is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Luther King Capital Management Corporation since 2012. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory and model portfolio services, and financial planning. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies and manages approximately $31.5 billion in regulatory assets.

David Maxwell is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Lake Point Advisory Group for 11 years. In addition to his advisory role, he owns Tip Top Financial, LLC, where he is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Laurence Bransgrove is a financial advisor with Primerica Advisors, holding CFP® and ChFC® designations and over 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he is involved with Bransgrove Brothers LLC, managing business strategies and accounting, and markets himself under the Wealth Advisory Group LLC name. Park Avenue Securities serves a wide retail client base, including individuals, high-net-worth investors, and organizations, offering brokerage and advisory services along with financial and business consulting. The firm utilizes proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.

Jing Lisanby is a financial advisor at First Command Advisory Services with a Series 66 designation and 10 years of industry experience. She has been with First Command in various capacities since 2015. Outside of her financial services career, she works as a fitness instructor at Gold's Gym. 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 and third-party managers selected by a centralized investment team.

Lakisha Brown is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She previously worked at Cetera and Avantax firms before joining First Command Advisory Services. Outside of her advisory role, she works as an independent Uber driver. 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 centralized teams and Wealth Portfolio Managers.

Maurice Green is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has recently transitioned from a 25-year career in the United States Army. Green also owns and manages Build In The Green LLC, focusing on sustainable construction and eco-friendly property development, and serves as Director of Operations for Liberty Logistics Solutions LLC, a freight brokerage and logistics management firm. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Anna Beasley is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential with six years of industry experience. Her career includes roles at multiple First Command entities since 2019 and prior experience with Scott C Rainville from 2015 to 2018. She is also the owner of a farming business where she handles accounting and bookkeeping related to passive farm income. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Paladini is a CFP® with 23 years of industry experience, currently serving at Cerity Partners Retirement Plan Consultants. He has held roles at Paladini Financial Advisors, Wealth Advisors Trust Company, and Paladini Financial Management, Inc. Since 2009, Paladini has been an owner and member of the board of directors at Wealth Advisors Trust Company. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, offering ERISA fiduciary services, participant advice, plan design, and administrative support. The firm emphasizes asset-allocation driven model portfolios, IPS-based monitoring, and provides educational and fiduciary support services for plan committees.

Dustin Ferreiro is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at First Command Advisory Services and its affiliated entities since 2013. 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 particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Carolyn Smith is a Series 66 registered advisor with First Command Advisory Services in Fort Worth, TX. She has five years of industry experience, including roles at First Command Brokerage Services and a tutoring center prior to entering 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Charlene May is a financial advisor at First Command Advisory Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Command since 2018, following roles at Strittmatter Wealth Management Group, LPL Financial, and Smart & Savvy. Outside of her advisory work, she is an independent consultant with Rodan+Fields, participating in multi-level marketing of skincare products. 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, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.

David Van Der Wekken is a financial advisor at First Command Advisory Services with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Financial Engines Advisors L.L.C., SCOTTRADE, Inc., and Wells Fargo Advisors. 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 various wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.