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Debora C

Series 63, Series 65

Ft Worth, TX

Eagle Strategies (NY Life)

Debora Clark is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked with Eagle Strategies since 2018 and with New York Life and its affiliated broker-dealer since 2003. Outside of her advisory work, she serves as the organist for Trinity Episcopal Church, a role she has held for over 40 years. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and plan sponsors. The firm delivers tailored advice through various program types, with a significant focus on non-discretionary assets and fiduciary responsibilities for retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Brian K

CFP®, Series 63

Fort Worth, TX

Hightower Advisors

Brian Kaye is a CFP®-credentialed financial advisor with two years of industry experience. He is currently with Hightower Advisors in Fort Worth, TX, where he has worked since 2026. Prior to joining Hightower, he held roles at Intrua Financial, LPL, and TeakTree Capital Management. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutional investors, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions through proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Douglas G

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Douglas Giddings is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior experience includes eight years at Merrill and he has been with First Command Financial Services since 2019. Outside of his advisory role, he is also a musician and freelance videographer, owning businesses that provide music for events and video production 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, with investment management delivered through a centralized team that selects model portfolios and third-party managers from prescreened lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Andrew H

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Andrew Hamsher is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining First Command, he worked for LPL Financial for 12 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, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Holden K

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Holden Kerns is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Balfour Beatty and Harley Davidson dealerships. 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 a centralized Investment Management Team to design and manage model portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Eric B

Series 66

Arlington, TX

Kestra Advisory

Eric Bartel is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Kestra in 2022, he spent 15 years at World Choice Securities, Inc. Bartel is also involved with Financial Coaching LLC, providing investment advisory services and personal line insurance sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm provides fiduciary services, plan-level investment advice, and access to multiple management platforms, serving notable clients such as sovereign wealth funds and large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Brady H

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Brady Hackfeld is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with First Command Advisory Services since 2015 and has also worked with First Command Bank since 2013. Outside of his advisory role, Brady serves as Director and Treasurer on the board of Town Church in Austin, where he oversees legal compliance and financial stewardship. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Turner S

Series 66

Fort Worth, TX

Kestra Advisory

Turner Symonds is a Series 66-licensed advisor at Kestra Advisory with three years of industry experience. Prior to joining Kestra Investment Services LLC, he worked at the University of Texas at Austin and Fort Worth Country Day School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes sovereign wealth funds and large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Blace A

Series 66

Fort Worth, TX

First Command Advisory Services

Blace Albert is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. He previously served two separate terms in the U.S. Army before beginning his career at First Command in 2020. Outside of his advisory role, he serves on the boards of the Rotary Club of Fleming Island and Operation New Uniform, a nonprofit focused on assisting veterans transition to civilian careers. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jamie B

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Jamie Bartels Giddings is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at First Command and its affiliated entities since 2008. She is also the owner of Island in the Sun, Inc., a business established to operate First Command activities. 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 a centralized Investment Management Team to design and monitor model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Mark Anthony C

Series 66

Fort Worth, TX

First Command Advisory Services

Mark Anthony Claudio is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served 23 years in the United States Army. 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 and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Esteban V

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Esteban Velez Rios is a financial advisor at First Command Advisory Services with Series 63 and Series 65 qualifications and one year of industry experience. His prior work includes roles at First Command Insurance Services, First Command Brokerage Services, the United States Department of Agriculture, Ernst & Young, and other firms. 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, offering model portfolios built from mutual funds, ETFs, and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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William H

Series 66

Fort Worth, TX

First Command Advisory Services

William Haynes is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. He has been with First Command since 2010. 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 third-party manager selections.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Frederick E

Series 63, Series 65

Southlake, TX

Eagle Strategies (NY Life)

Frederick Ehinmiakhena II is a financial advisor at Eagle Strategies (New York Life) in Southlake, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Mass Mutual and Northwestern Mutual, spanning various capacities from 2015 to 2023. He is also involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, offering financial planning, investment management, and advisory services. The firm emphasizes tailored solutions and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Kori B

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Kori Bean is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with First Command since 2008. Outside of her advisory role, she is the sole proprietor of a business creating yoga- and mindfulness-related products and game accessories sold on Amazon. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and monitor model portfolios and third-party manager selections.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Harvey P

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Harvey Pullen is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with First Command entities continuously since 1990, joining First Command Advisory Services in 2015. 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 and Wealth Portfolio Managers to design and manage model portfolios from preapproved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Randy M

CFP®, ChFC®, Series 66

Fort Worth, TX

First Command Advisory Services

Randy Mills is a CFP® and ChFC® with seven years of industry experience, currently affiliated with First Command Advisory Services in Fort Worth, TX. He previously served six years in the U.S. Army before beginning his financial advising career at First Command in 2019. Mills is a participating member of Ironsides LLC and the sole member of RM4U LLC, which he uses to conduct advisor business activities. 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 team that selects and monitors approved model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Libna P

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Libna Pineda Vega is a financial advisor at First Command Advisory Services with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill and Bank of America. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Heather P

Series 66

Fort Worth, TX

First Command Advisory Services

Heather Panuco is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and 11 years of industry experience. Her career includes roles at Edward Jones and Huawei Technologies USA before joining First Command Financial Planning in 2018. 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 monitor model portfolios and select third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Hunter H

CFP®, Series 65

Fort Worth, TX

Beacon Pointe Advisors, LLC

Hunter Hardy is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously led Hardy Investment, Inc. for 18 years. In addition to his advisory role, he serves as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles while offering a range of wealth management and fiduciary services.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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