Ramon Jimenez is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and four years of industry experience. He has worked within multiple First Command entities since 2021 and owns two non-investment related businesses, Epiphany Management Solutions, LLC and Epiphany Real Estate, LLC. He also serves as Treasurer for a small nonprofit and Secretary for another nonprofit providing educational and athletic programs to children in Juarez, Mexico. 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 that utilize model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Jeremy Blackman is a CFA® charterholder and Series 65 licensee with 17 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. The firm advises a diverse range of clients including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. Luther King Capital Management employs a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies, managing approximately $31.5 billion in regulatory assets.

Austin Beard is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has a background in the U.S. Army and U.S. Army Reserve, where he currently serves as an Intelligence Analyst. Outside of advising, he owns Austie's Skate Supply, a small business manufacturing and selling skateboard wax. 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 wrap-fee asset management programs through a centralized investment management team and wealth portfolio managers.

Timothy Custer is a CFP® professional with 27 years of experience in the financial services industry. He has worked with First Command Financial Services Inc and its related entities since 1999 and has been with First Command Advisory Services for the past 11 years. He is based in Fort Worth, TX. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select investment options from prescreened managers.

Kimberly Caldwell is a financial advisor with United Planners Financial Services of America LP, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior work includes roles at LPL Financial, Merrill, Truist Investment Services, and Banc of America Investment Services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with both advisory and brokerage services through independent representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and features a limited-partnership ownership structure that includes many financial professionals as limited partners.

Tobin Calvert is a financial advisor at Luther King Capital Management Corporation with 22 years of industry experience. He has been with Luther King Capital Management since 2011. Calvert holds the Series 63 and Series 65 designations. Luther King Capital Management advises a range of clients including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies and manages approximately $31.5 billion in regulatory assets.

Ira Hester is a CFA® and CIC-designated financial advisor with 28 years of industry experience. He has been with Luther King Capital Management Corporation in Fort Worth, TX, since 2013. 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 equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Galilea Hernandez is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Charles Schwab. Hernandez’s background also includes roles outside finance, such as positions at Dave & Buster's and The Home Depot. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s investment approach emphasizes long-term portfolio returns and annual rebalancing, delivered through an integrated platform connected to Empower’s recordkeeping and administrative services.

Kevin Olson is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Charles Schwab & Co., PNC Investments, Avantax, and Pacific Life. 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 featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

John Gunthorp is a CFA® and CIC credentialed advisor with 28 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. 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 equity, fixed income, and balanced strategies, managing a range of portfolios including mutual funds and private investment partnerships.

John Kilgallon is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 designation and previously worked at Global Payments and The Garage. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a broad range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Daniel Baird is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following prior roles at The Ayco Company and BP. He earned an MBA from the University of Oklahoma. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, executives, and institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm utilizes strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions for client objectives.

Ronald Deal is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. He joined First Command in 2025 after prior roles at Booz Allen Hamilton, Apex Clean Energy, and the United States Army. He is based in Fort Worth, TX and has less than one year of industry experience. 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 delivers financial planning and multiple wrap-fee asset management programs through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and approved third-party managers.

William Angerman is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and previously served 27 years in the United States Air Force. His prior work experience includes roles at Silver Angle Consulting and Five Domains. 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 monitor model portfolios and select approved third-party managers.

Michael Mc Cann is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at Fidelity Investments and First Command Financial 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 and approved third-party managers, supported by a centralized Investment Management Team and Wealth Portfolio Managers.

Thomas Richardson III is a financial advisor at Cerity Partners LLC with 29 years of industry experience. He holds a Series 63 designation and has worked at firms including Arkadios Capital, BD4RIA, Inc., Karsten Advisors, and 1 St Global Insurance Services. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in assets as of year-end 2025. The firm offers customized wealth management services, employing a client-specific investment framework that includes proprietary screening, manager selection, alternative and private market solutions, and affiliated business platforms.

Scot Hollmann is a CFA® charterholder with 34 years of industry experience, currently serving at Luther King Capital Management Corporation since 1983. He is based in Fort Worth, TX, and holds a Series 65 license. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, pension plans, and government entities. The firm employs a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies, managing a range of pooled and separate accounts with approximately $31.5 billion in regulatory assets under management.

Stephen Osborne is a financial advisor with &PARTNERS in Colleyville, TX, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining &PARTNERS in 2025, he worked for Guidestone Financial Resources of SBC for 19 years and A. G. Edwards & Sons, Inc. for one year. Outside of advising, he is a silent partner in a business that purchases exotic animals for resale. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, using a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Frank Sullivan is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Frost Brokerage Services and First Command Financial Planning, Inc., each for six years. Outside of advisory work, he serves as an executor and independent administrator for family estates. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs, using a centralized Investment Management Team to design, monitor, and rebalance model portfolios.

Mason Goynes is a CFP® professional with eight years of industry experience, currently serving with AE Wealth Management, LLC in Fort Worth, TX. His prior experience includes roles at Gregory Ricks & Associates, Inc., Centanni Financial Group, Lincoln Financial Advisors Corporation, and Raymond James Financial Services, Inc. He also acts as a presenter for the Association for Financial Education and Advice (AFEA). AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion across more than 127,000 clients, supported by a robust platform and a large team of advisors.