Christopher Peters is a financial advisor with Truist Advisory Services in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. His career includes roles at BB&T Securities, Bank of America, and Merrill. He serves as Treasurer of his local homeowners association, overseeing financial statements and vendor contracts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary management approaches supported by third-party platforms and AI-enabled research tools.

Christopher Chapa is a CFP® and ChFC® with nine years of industry experience currently advising with First Command Advisory Services in Fort Worth, TX. He has been with First Command since 2017 and previously worked briefly at Crickets Bar & Grill. Chapa serves as a board member of The Peak International STEM Academy, where he is involved in setting long-term goals and policies for the school district. 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 centrally by an Investment Management Team, utilizing a range of model portfolios and third-party managers.

James Bade is a financial advisor at First Command Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command Financial Services since 2001. Bade is the owner of Bade Group LLC, a business established to separate First Command assets from his personal assets. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized investment management team to design and oversee model portfolios and third-party managers.

Denise Kimmel is a financial advisor at Principal Financial Services with 28 years of industry experience. She holds a Series 63 designation and has been with Princor Financial Services Corporation since 1997. Outside of her advisory role, she is involved in selling fixed life, long-term care, and health insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by these managers.

Kristen Henk is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at &Partners since 2024 and previously spent 14 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she performs bookkeeping and administrative duties for a family business. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by ongoing monitoring and periodic reviews.

Richard Kleberg IV is a financial advisor with Luther King Capital Management Corporation, holding a Series 65 designation and 21 years of industry experience. He has been with Luther King Capital since 2011 and is also affiliated with Geographic Group, a non-investment business, where he has worked since 1996. Outside of his advisory work, Kleberg is a partner in Safari Consulting, a business focused on organizing safaris. Luther King Capital Management Corporation serves institutional and individual clients, offering separately managed portfolios, sub-advisory services, model portfolios, and financial planning. The firm employs a fundamental, bottom-up approach across a variety of equity and fixed income strategies and manages assets for a diverse range of clients including pension plans, government entities, and mutual funds.

Nicolas Del Tatto is a financial advisor at PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His career includes positions at Bank of America, Merrill, and TD Ameritrade/Charles Schwab. Outside of traditional financial services, he briefly worked with We Buy Homes in USA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to PNC Bank employees. The firm uses approved model strategies managed by PNC or third parties with mutual funds and ETFs, relying on algorithmic risk assessments and annual rebalancing.

Cody Howe is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining First Command, he worked at Robinhood Markets, Inc. and Fidelity Brokerage Services LLC. First Command Advisory Services is an SEC-registered 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 by centralized teams that select preapproved third-party managers.

Annette Medley is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has experience working in the financial services industry since 2013, including roles at MassMutual, New York Life, and First Command. Outside of her advisory work, she also operates as a certified life coach and works as a Lyft 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Vanessa Avila is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked for McGowan Group Asset Management, Inc. for 14 years before joining Sanctuary Advisors in 2025. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors through various portfolio management options, financial planning, and retirement plan consulting, employing multiple analytical approaches and offering both onshore and offshore solutions.

Jason Frizzell is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at AE Wealth Management since 2019 and previously spent six years at Global Financial Private Capital. He also owns JCF Financial Advisory, an insurance sales business. 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 range of services through a platform-centered approach that combines model portfolios managed by AEWM, third-party strategists, and advisor-managed models.

Sherrie Keylon is a financial advisor at First Command Advisory Services with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with LPL Financial, LLC, the Public Utility Commission of Texas, The Home Depot, and ELK Electric Inc. 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, delivering investment management through a centralized team that selects model portfolios and third-party managers within established guidelines.

Daniel Downes is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2014. Based in Fort Worth, TX, he holds a Series 63 license. 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 asset classes and offers a range of services such as separately managed portfolios, sub-advisory, and model portfolio solutions.

Brian Fibiger is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. He has been with First Command Advisory Services and affiliated firms since 2014. He previously served at Christ Lutheran Church from 2018 to 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 managed by a centralized Investment Management Team, utilizing approved model portfolios and third-party managers.

Ryan Holbert is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 20 years of industry experience, including previous roles at Cambridge Investment Research and Prudential Insurance Company of America. Holbert is also affiliated as an Investment Advisor Representative with CIRA. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Miguel Figueroa is a financial advisor with PNC Wealth Management in Arlington, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Securities LLC, and JP Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to PNC Bank employees. The firm utilizes algorithm-driven risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

John Albert is a CFP® professional with 16 years of industry experience, currently serving at First Command Advisory Services in Fort Worth, TX. He has held positions at various First Command entities since 2011, including Advisory Services, Insurance Services, Brokerage Services, and Financial Services. 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 provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers who select portfolios and third-party managers from approved lists.

Heather Brock is a CFP® and ChFC® with 15 years of industry experience. She has been affiliated with First Command Advisory Services, First Command Insurance Services, Inc., and First Command Financial Planning, Inc. since 2015. Based in Fort Worth, TX, she holds Series 65 and Series 63 licenses. First Command Advisory Services, Inc. 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 with designated third-party managers.

Tyler Seibold is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. He previously worked at Deloitte Tax LLP and Invoke Tax Partners, and he attended Texas A&M University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to deliver portfolio management and financial planning services.

Mark Johnson is a CFA® and CIC-designated financial advisor with 24 years of experience at Luther King Capital Management Corporation, where he has worked since 2002. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, pursuing fundamental, bottom-up analysis across multiple equity and fixed income strategies.