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Kyle C
Series 63, Series 66
Ft Worth, TX
Eagle Strategies (NY Life)
Kyle Castilaw is a financial advisor with Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles with NYLIFE Securities and May Financial Strategies. He is also engaged in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a variety of program types and focuses on tailored recommendations, with most assets managed on a non-discretionary basis.
Vaughn B
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Vaughn Badenhorst is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. Prior to joining First Command, he worked at Capestrand Financial Group, LLC and has experience in the financial planning and insurance sectors. Outside of his advisory role, he manages education and training retreats for Project Sanctuary. 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 featuring centrally managed model portfolios and a discretionary investment management structure.
Erin B
CFP®, Series 66, Series 63
Fort Worth, TX
Sanctuary Advisors, LLC
Erin Bluske is a CFP® with 17 years of experience in financial advising, currently with Sanctuary Advisors, LLC. Her prior roles include positions at NewEdge Securities, BFS Advisory Group, Mercer Global Advisors, and Personal Capital Advisors. Outside of advising, she is a managing member of an LLC focused on RV travel planning and related real estate. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers a range of portfolio management and financial planning services, employing various investment approaches and acting as a fiduciary under advisory agreements.
Casey G
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Casey Griffin is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining First Command in 2025, he worked at Farpointe Wealth Advisors and Cetera, among other firms. He serves as Secretary on the board of the Lakeview Point Municipal Utility District of Palo Pinto County. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporations, 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 select and manage portfolios with discretionary authority granted by clients.
Frederick M
Series 63
Fort Worth, TX
Commonwealth Financial Network
Frederick Mesch II is a financial advisor with Commonwealth Financial Network in Fort Worth, TX, holding a Series 63 designation and over 33 years of industry experience. He has worked at Commonwealth since 2018 and concurrently leads Mesch Wealth Advisors. Outside of advisory services, he is involved in an accounting and tax preparation firm, Mesch, PLLC, and participates in nonprofit management through co-ownership of Hope for Everybody, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside proprietary model portfolios and various program structures to meet diverse client needs.
Kyle D
CFP®, Series 66
Fort Worth, TX
First Command Advisory Services
Kyle Dawson is a CERTIFIED FINANCIAL PLANNER™ professional at First Command Advisory Services with 22 years of industry experience. He has been with First Command Advisory Services since 2015 and previously worked at First Command Financial Planning Inc. Dawson is involved in his local community through a finance review role at Cleburne Bible Church, where he evaluates financial reporting and documentation. 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 comprehensive financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to select and monitor model portfolios and third-party managers.
Ashley L
Series 66
Fort Worth, TX
D.A. Davidson & Co.
Ashley Langan is a financial advisor at D.A. Davidson & Co. with three years of industry experience. Prior to joining D.A. Davidson in 2023, she worked at MyNurse Home Care, Inc. and Fayez Sarofim & Co. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with significant assets.
Bradley B
Series 63, Series 65
Ft. Worth, TX
Sanctuary Advisors, LLC
Bradley Bruce is a financial advisor with Sanctuary Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Merrill from 1988 to 2021 and Bank of America from 2011 to 2021 before joining Sanctuary Wealth in 2021. Outside of his advisory role, he is a founder of B&B Ventures, Inc., a company providing merger and acquisition services. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers various portfolio management options, financial planning, and retirement plan consulting, utilizing multiple analytical approaches and acting as a fiduciary under written agreements.
Ronald H
Series 63, Series 65
Arlington, TX
Empower Advisory Group
Ronald Haney is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Commerce Street Capital. Outside of finance, Haney is involved in music production as a guitarist, vocalist, writer, and producer for custom music cues used in radio, TV, and film. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Johnny O
Series 63, Series 66
Fort Worth, TX
Transamerica Retirement Advisors, LLC
Johnny Ortega is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, Merrill, Bank of America, Charles Schwab, and TD Ameritrade. He is based in Fort Worth, TX. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to support its advice programs, serving a large client base primarily with non-discretionary investment assets.
John K
CFA®
Fort Worth, TX
Luther King Capital Management Corporation
John King Jr. is a CFA® charterholder with 34 years of industry experience. He has been with Luther King Capital Management Corporation since 1979. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, model portfolio management, and financial planning. The firm’s investment teams employ fundamental, bottom-up analysis across various equity and fixed income strategies and manage roughly $31.5 billion in assets.
Edward S
CFP®, ChFC®, Series 65, Series 63
Arlington, TX
Empower Advisory Group
Edward Skinner Jr. is a CFP® and ChFC® with 11 years of industry experience. He is currently an advisor at Empower Advisory Group and has previously worked at The Vanguard Group, Personal Capital, New York Life Insurance Company, and USAA Financial Planning Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and client savings rates, delivering services through Empower’s recordkeeping and administrative platforms.
Ryan R
Series 66
Fort Worth, TX
First Command Advisory Services
Ryan Risko is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. 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 using model portfolios managed by a centralized Investment Management Team.
Aden G
Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Aden Graves Muth is an advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has been with First Command and its related entities since 2026. Prior to joining the financial industry, his work experience includes positions at Federal Express Corporation, Costco Wholesale, and the University of Colorado at Colorado Springs. 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 who select model portfolios and third-party managers from approved lists.
Don C
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Don Crane is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. His work history includes multiple roles within First Command entities since 2015 and concurrent employment in plumbing and customer service at Home Depot. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, 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 a centralized Investment Management Team and Wealth Portfolio Managers using a model portfolio approach.
Brett M
Series 65
Fort Worth, TX
Cerity partners LLC
Brett Mcbroom is a financial advisor with Cerity Partners LLC in Fort Worth, TX. He holds the Series 65 designation and has one year of industry experience. His prior work includes roles in parking management, banking, and motorsports, as well as several periods of full-time education. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm’s investment approach combines proprietary quantitative screens with third-party managers and individual securities, offering a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.
Richard M
Series 65
Fort Worth, TX
Money Concepts Capital Corp
Richard Maples is a financial advisor with Money Concepts Capital Corp in Fort Worth, TX, holding a Series 65 license and 11 years of industry experience. Prior to his current role, he worked at Vann Equity Management LLC and Per Stirling Capital Management, LLC. Outside of advising, he is the owner and managing member of A. Maples, LLC, practices law through Maples Law Firm as an attorney, and manages Rocking Morning Ranch, Ltd., which operates a ranch for agricultural and recreational purposes. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolio programs, supported by various technology platforms, and operates alongside affiliated broker-dealer and insurance entities.
Dustin B
Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Dustin Bordelon is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has military experience serving in the United States Air Force from 2016 to 2026. Dustin began his advisory career with First Command in 2025. 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 using model portfolios managed by a centralized Investment Management Team.
Terence G
Series 63, Series 65, Series 66
Fort Worth, TX
First Command Advisory Services
Terence Graham is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63, Series 65, and Series 66 licenses and has 17 years of industry experience. His prior work includes roles at Lynx Services and Tarrant County Elections. 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 featuring model portfolios overseen by a centralized Investment Management Team.
David D
Series 63, Series 65
Fort Worth, TX
Luther King Capital Management Corporation
David Dowler is a financial advisor at Luther King Capital Management Corporation in Fort Worth, TX, holding Series 63 and Series 65 designations with 34 years of industry experience. He has been with Luther King Capital Management since 1986. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies, managing mutual funds, separate accounts, and private investment partnerships.
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