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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.

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

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

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Tyler B

CFP®, ChFC®, Series 63, Series 65

Fort Worth, TX

Focus Partners Wealth, LLC

Tyler Bartlett is a CFP® and ChFC® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman and Merriman Wealth Management for a combined 19 years. Outside of financial advising, he is the owner and founder of Lawn Rentals, LLC, a business renting lawn equipment in the Fort Worth area. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies along with private and registered funds.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Lance S

Series 63, Series 65

Fort Worth, TX

Guardian Life

Lance Stamper is a financial advisor with Primerica Advisors based in Fort Worth, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. He also assists clients aged 65 and older with Medicare-related matters through United Healthcare. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement consulting. The firm employs a range of investment strategies including proprietary model portfolios and third-party managers, offering both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Joan M

Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Joan Maynard is a Series 65-credentialed financial advisor with 33 years of industry experience. She has been with Luther King Capital Management Corporation since 1986. Luther King Capital Management Corporation advises a range of institutional and individual clients, including trusts, foundations, pension plans, and government entities. The firm employs a fundamental, bottom-up investment approach across multiple asset classes and manages various mutual funds and separately managed portfolios.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Eder B

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Eder Bracamontes Helguera is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at LPL Financial LLC, Equitable Advisors, AXA Advisors, and Lincoln Financial Securities. Outside of financial advising, he is employed with Sabre Industries in a non-investment capacity. 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 a range of wrap-fee asset management programs utilizing model portfolios and third-party managers selected by an internal Investment Management Team.

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

CFP®, ChFC®, Series 63

Fort Worth, TX

Beacon Pointe Advisors, LLC

William Rosenthal is a CFP® and ChFC® with 35 years of experience in the financial services industry. He is currently with Beacon Pointe Advisors, LLC and has previously worked at firms including LPL Financial and National Planning Corporation. Outside of advisory work, he is involved in managing real estate investments and insurance services through several private business ventures. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes third-party independent managers selected through a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

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

Series 66

Fort Worth, TX

First Command Advisory Services

Jason Dunn is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked exclusively within the First Command family of firms since 2021. 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 third-party managers selected by a centralized Investment Management Team.

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

Series 63, Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Mark Johnson Jr. is a financial advisor at Luther King Capital Management Corporation with 22 years of industry experience. He has held his current role since 2011 and holds Series 63 and Series 65 designations. Luther King Capital Management Corporation serves a range of clients 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 approximately $31.5 billion in assets with a team of around 73 investment and other professionals.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Anna M

Series 66, Series 63

Ft Worth, TX

Eagle Strategies (NY Life)

Anna Mpinga is a financial advisor with Eagle Strategies (NY Life) in Ft Worth, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at Crystal Clear Financial Group, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

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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Sarah H

Series 66

Fort Worth, TX

First Command Advisory Services

Sarah Hyde is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. She has been affiliated with various entities under the First Command umbrella since 2022 and previously worked at Optavia LLC. Outside of her advisory role, she owns a rental property. 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 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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Michael I

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Michael Ivey is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his advisory role, he worked in various positions including at Honda Manufacturing of America and Pacific Wholesale Mortgage. 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 manage 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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Raul T

Series 66

Fort Worth, TX

First Command Advisory Services

Raul Torres is a financial advisor at First Command Advisory Services with five years of industry experience. He holds the Series 66 designation and previously served 30 years in the US Army. He has been affiliated with various entities within First Command since 2021. 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, utilizing a centralized Investment Management Team for portfolio management and emphasizing in-person financial coaching.

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

Series 63, Series 65

Fort Worth, TX

PNC Wealth Management

Sabrina Szarek is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. She has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via mutual funds and ETFs, with portfolio management delegated to third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Sarah W

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Sarah Wells is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. She has worked at First Command Financial Planning, Inc. since 2017 and previously spent time with Brian Petrando and Northwestern Mutual Investment Management. 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 using model portfolios and third-party managers selected by a centralized Investment Management Team.

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

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Chenbing Dai is a financial advisor at First Command Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining First Command in 2025, he worked at Charles Schwab for five years and operated a sole proprietorship for one year. 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 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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Brendon W

Series 63, Series 66

Azle, TX

Hightower Advisors

Brendon Winkler is a financial advisor with Hightower Advisors who holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior roles include positions at Moneta Group Investment Advisors and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and financial organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to construct portfolios across various asset classes.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Rebecca Cochran is a financial advisor at First Command Advisory Services with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has been with First Command Financial Services and its affiliates since 2007. She is based in Fort Worth, TX. 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 composed of model portfolios and third-party managers selected by an internal investment team.

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

Series 63, Series 66

Fort Worth, TX

Eagle Strategies (NY Life)

Allen Harris is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 63 and Series 66 licenses. He has three years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his financial industry work, Harris spent nine years in education with several Texas school districts. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

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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