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Trilok S

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Trilok Subedi is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., and TD Ameritrade. Outside of finance, he is a member of Serenity Independence Hub LLC, which operates Xpress Family Salon, though he has no operational duties there. First Command Advisory Services is an SEC-registered adviser serving individual, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers comprehensive financial planning and various wrap-fee asset management programs, managed centrally by an Investment Management Team and Wealth Portfolio Managers who oversee 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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Martin R

CFP®, Series 66

Fort Worth, TX

Foundations Investment Advisors LLC

Martin Rasmussen is a CFP® professional with 18 years of industry experience, currently affiliated with Foundations Investment Advisors LLC and Clearfork Financial Planning. His prior experience includes roles at AE Wealth Management, LLC, Global Financial Advisory, and Global Financial Private Capital, LLC. Rasmussen also serves as an insurance agent with Advisors Excel, writing life insurance, annuities, and Medicare supplements. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, and offers a range of services through a large network of affiliated offices and representatives.

ESG / Sustainable investing
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Michael M

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Michael Mays is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining First Command, he served in the US Army and worked at Schneider Electric. Outside of his advisory role, he is involved in entrepreneurial real estate ventures, including co-founding several property management and acquisition companies, and recently added military intelligence consulting to his 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 provides financial planning and multiple wrap-fee asset management programs, with investment management conducted by a centralized team that selects portfolios and third-party managers from approved lists.

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

Series 65

Colleyville, TX

Mercer Global Advisors Inc.

Jefferson Stiles is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential. He has been with Mercer since 2026 and previously worked at Texas A&M University and Covenant Christian Academy. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of strategies and platforms.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Tina N

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Tina Nguyen is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and two years of industry experience. Her prior background includes service in the United States Army and roles in legal and supportive 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 utilizing 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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Karl C

CFP®, Series 63

Coppell, TX

Independent Financial Group, LLC

Karl Cole is a CFP® professional with 38 years of experience in the financial services industry. He has worked at Independent Financial Group, LLC since 2017 and previously spent 14 years with LPL Financial LLC. Cole is also a registered representative and owner of a DBA offering securities, insurance, and advisory services, and he holds a notary public commission and a Texas insurance agent license. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes both firm- and third-party models to develop tailored client strategies, combining active and passive exposures with ongoing portfolio monitoring and due diligence.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Dylan H

ChFC®, Series 66

Colleyville, TX

GWN Securities Inc.

Dylan Harig is a financial advisor with GWN Securities Inc. in Colleyville, TX, holding the ChFC® designation and Series 66 license, with 21 years of industry experience. He has worked at Highland Capital Brokerage and GWN Securities since 2012. Outside of his advisory role, he serves as Managing Director of RISE, a Medicare-related business, and is involved with Redwood Financial, focusing on fixed annuity and insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including unique legacy market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Chad C

Series 66

Fort Worth, TX

First Command Advisory Services

Chad Cody is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at TD Ameritrade, Securities America Advisors, Fidelity, and Morgan Stanley. 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team, using a model portfolio approach and approved 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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Christian S

Series 66

Fort Worth, TX

First Command Advisory Services

Christian Schad is a financial advisor at First Command Advisory Services with one year of industry experience. He holds the Series 66 designation and previously worked at Mercer and Pavilion Advisory Group. 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 that selects and monitors 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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Eric C

Series 66

Southlake, TX

Sanctuary Advisors, LLC

Eric Cardenas is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney for over 14 years. He has been with Sanctuary Advisors and its affiliated entity Sanctuary Securities since 2023. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of more than 400 independent investment adviser representatives, providing portfolio management, retirement plan consulting, and access to multiple account management platforms.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Joseph M

Series 65

Colleyville, TX

Mercer Global Advisors Inc.

Joseph Mcintosh is a financial advisor with Mercer Global Advisors Inc. in Colleyville, TX, holding a Series 65 designation and 11 years of industry experience. He previously worked at Steward Financial Group, LLC for 10 years before joining Mercer in 2023. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options including ETFs and separate accounts.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Brianna G

Series 66

Fort Worth, TX

First Command Advisory Services

Brianna Gholston is a financial advisor at First Command Advisory Services with a Series 66 designation and two years of industry experience. Her prior work includes roles at First Command Financial Services, Paycom, The Connor Group, JMJ Phillip Recruiting, and Target. 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.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Ieshia Landrum is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to her advisory role, she served 21 years in the United States Army and subsequently worked with the Department of Veterans Affairs 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 team and wealth portfolio managers, utilizing model portfolios and third-party managers selected from approved lists.

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

Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

Jaie Arlington is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 12 years before joining Sanctuary Securities in 2021. Arlington serves as a power of attorney for his parents’ investment accounts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a nationwide network of more than 400 independent investment adviser representatives. The firm offers diverse portfolio management options and employs various analytical approaches, acting as a fiduciary when a written advisory agreement exists.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Anthony E

CFP®, Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Anthony Eickhoff is a CFP®-designated financial advisor with 19 years of industry experience. He has been with First Command Advisory Services since 2015 and also associated with First Command Financial Planning, Inc. since 2014. Based in Fort Worth, TX, he holds Series 63 and Series 66 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 select and monitor model portfolios and third-party managers within a structured, employee-owned platform.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Teri Schweiger is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has worked with various First Command entities since 2014, including Brokerage Services, Insurance Services, Financial Planning, and Advisory 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, utilizing in-house portfolio management and a centralized Investment Management Team to select approved 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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Ruben C

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Ruben Camacho is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he co-owns and manages residential rental properties. 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, using a centralized Investment Management Team to select 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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Sean F

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Sean Ferreiro is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with First Command Advisory Services and its affiliated entities since 2015. 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 manage model portfolios through approved 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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Gian M

Series 66

Fort Worth, TX

First Command Advisory Services

Gian Motta is a Series 66-licensed financial advisor with six years of industry experience, currently affiliated with First Command Advisory Services in Fort Worth, TX. His background includes roles at First Command Insurance Services, First Command Brokerage Services, and Vectrus. 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 centrally by an Investment Management Team and Wealth Portfolio Managers who select preapproved managers and construct 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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Janet G

Series 65, Series 66

Fort Worth, TX

First Command Advisory Services

Janet Guziak is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 66 licenses and bringing seven years of industry experience. Her career includes roles at Avantax Advisory Services and multiple Cetera entities before joining First Command Financial Services. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a long-standing 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 Investment Management Team and Wealth Portfolio Managers who oversee 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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