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Christopher K
Series 66
Fort Worth, TX
First Command Advisory Services
Christopher Kearns is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of industry experience, including work at multiple First Command entities since 2020 and prior roles in automotive and hospitality sectors. 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 employing model portfolios and third-party managers selected by a centralized Investment Management Team.
Nicholas W
Series 66
Fort Worth, TX
First Command Advisory Services
Nicholas Wallace is a Series 66-credentialed financial advisor with First Command Advisory Services in Fort Worth, TX, bringing 10 years of industry experience. His prior roles include positions within First Command Insurance Services and First Command Financial Planning, as well as a one-year tenure at Enterprise Holdings. Outside of his advisory work, he serves in volunteer leadership roles including Secretary of the Navy League San Diego and Sponsorship Chair for La Mesa National Little League, and he is active with the Coast Guard Auxiliary and the Coast Guard City San Diego Committee. 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 model portfolios that include mutual funds, ETFs, and third-party managers selected from approved lists.
Kristopher K
CFP®, Series 63, Series 65
Fort Worth, TX
Truist Advisory Services
Kristopher Karazissis is a CFP® professional with 19 years of industry experience, currently serving at Truist Advisory Services. His background includes roles at BB&T Securities, BB&T, and Truist Investment Services. He serves as an associate regent on the board of The Oakridge School, a K-12 college preparatory institution. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by third-party platform and manager arrangements.
William B
ChFC®, Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
William Brewer is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has seven years of industry experience, including roles at First Command Brokerage Services and LD Lowe Wealth Advisory. Brewer is co-owner of BFD Kennels, where he helps raise and sell K9s. 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, employing centralized portfolio management and an employee-ownership structure.
Aasha J
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Aasha Jones is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 registrations and 11 years of industry experience. Her prior work includes roles at Charles Schwab and Wells Fargo Clearing. 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 managed by a centralized Investment Management Team using model portfolios and third-party managers from prescreened lists.
Ramon A
Series 63, Series 66
Fort Worth, TX
Money Concepts Capital Corp
Ramon Aguirre is a financial advisor at Money Concepts Capital Corp with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Maia Wealth, Jim Poe & Associates, DTN Wealth LLC, Charles Schwab, and several other firms. Aguirre is also an owner of DTN Wealth LLC and DTN Income Strategies LLC, both non-investment-related personal ventures. Money Concepts Advisory Services 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, asset-allocation strategies across discretionary and non-discretionary programs and operates alongside a broker-dealer and insurance agency, offering clients access to a range of investment and insurance products.
Darius W
CFP®, Series 63, Series 65
Fort Worth, TX
Guardian Life
Darius White is a CFP® professional with eight years of industry experience, currently with Guardian Life and Park Avenue Securities. His previous roles include positions at Charles Schwab, Prudential, Wells Fargo, and US Bank. Outside of financial advising, he is involved in entrepreneurial ventures including serving as President and CEO of Money Mansion DFW LLC and owning the ecommerce site Urban Trends Outlet. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company, provides brokerage, financial planning, and retirement consulting services to individuals, institutions, and charitable organizations, offering both discretionary and non-discretionary advisory solutions across proprietary and third-party investment programs.
Ethan P
Series 66
Fort Worth, TX
First Command Advisory Services
Ethan Porter is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and previously served in the U.S. Army. Prior to his financial career, he worked with All About Trees INC and attended the University of North Georgia. 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.
Sarah K
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Sarah Kim is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command, she worked in retail at Victoria's Secret & Co. and served in the Oklahoma National Guard for eight years. 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 using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Thomas K
CFP®, Series 63
Fort Worth, TX
Cerity partners LLC
Thomas Karsten is a CFP®-designated financial advisor with 33 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2019. His prior experience includes roles at BD4RIA, Inc., Triad Advisors Inc., and his own firms, Karsten Advisors and Karsten Financial Services. Outside of his advisory work, he is involved in multiple real estate investment and management ventures. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.
Daniel B
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Daniel Brown is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. from 2017 to 2025. 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 a centralized Investment Management Team to design and manage model portfolios and third-party managers.
Joan A
Series 66
Arlington, TX
Kestra Advisory
Joan Alexandre is a financial advisor with Kestra Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Kestra in 2020, Alexandre worked at Avantax Investment Services and 1st Global Advisors, among other roles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employs multiple management platforms, serving both typical and large institutional investors, including sovereign wealth funds.
Scott N
CFA®
Fort Worth, TX
Luther King Capital Management Corporation
Scott Neuendorf is a CFA® charterholder with 18 years of industry experience. He has worked at Luther King Capital Management Corporation since 2013 and spent five years at Hester Capital Management, L.L.C. prior to that. Neuendorf is based in Fort Worth, TX. Luther King Capital Management Corporation advises a range of institutional and individual clients, including trusts, foundations, pension plans, government entities, and private investment partnerships. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages mutual funds, separately managed accounts, and private investment vehicles.
George R
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
George Robinson is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at Nationwide Securities, Inc., Nationwide Financial Network, LPL Financial, and First Command Brokerage Services. Outside of financial advising, he owns and operates Shadowbox Photo Booth, a photo booth rental business. First Command Advisory Services 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened managers and model portfolios.
Rachel H
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Rachel Hallowell is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has worked primarily within various First Command entities since 1999, with brief tenures at Murdock Banner Financial Group and Cetera Advisors LLC. 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 using model portfolios managed centrally by an Investment Management Team and Wealth Portfolio Managers.
James W
CFP®
Fort Worth, TX
Hightower Advisors
James Wall is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to this, he held roles at KLIFE Ministries, Pinewood Resources, Jetstream Royalty Partners, Rock Ridge Royalty, and Lockheed Martin. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.
Thomas R
CFP®, ChFC®, Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Thomas Rush is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding the CFP® and ChFC® designations with 41 years of industry experience. He has been associated with various entities within the First Command group since 1984. Outside of his advisory work, he is the owner and president of IHG, Inc., a business he has managed since 1984. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporations, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized investment management team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.
Jacob N
Series 66
Fort Worth, TX
First Command Advisory Services
Jacob Norrell is a financial advisor at First Command Advisory Services with a Series 66 credential and one year of industry experience. Prior to joining First Command, he served in various operations support roles in the United States Air Force. 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, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.
Donald B
Series 63, Series 65
Fort Worth, TX
Truist Advisory Services
Donald Bescher III is a financial advisor with Truist Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at BB&T Securities, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.
Matt M
CFP®, Series 63, Series 65
Fort Worth, TX
Sanctuary Advisors, LLC
Matt Magee is a CFP® professional affiliated with Sanctuary Advisors, LLC in Fort Worth, TX, with five years of industry experience. His career includes roles at Sanctuary Securities, Inc., WPWealth LLP, Frost Insurance, and Call Box. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers portfolio management through various programs and employs multiple analytical approaches, operating both onshore and offshore with fiduciary responsibilities under written advisory agreements.
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