Kyle Hashimoto is a financial advisor at First Command Advisory Services with one year of industry experience. He previously served in the United States Army for 12 years and has held various roles within First Command’s affiliated entities since 2024. Outside of advisory work, he was involved with A&K Plaques LLC in 2024. 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 an internal Investment Management Team.

Tyisha Wolfe is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Purshe Kaplan Sterling Investments, CNO Financial, First Command Financial Services, Trinity Portfolio Advisors, and Morgan Stanley. Outside of her advisory work, she is the founder of Hattie’s House Youth Solutions, an organization that provides real-world readiness training for underserved youth preparing to age out of foster care and the juvenile justice system. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios incorporating ETFs, mutual funds, individual securities, and alternative investments, supported by institutional custodial relationships and affiliated sub-advisory arrangements.

Perry Price is a Series 66-registered financial advisor with First Command Advisory Services in Fort Worth, TX, and has two years of industry experience. Prior to his advisory role, he has served in the United States Air Force since 2011 and currently holds the position of Instructor Flight Engineer in the Air Force Reserves. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

Joanne Olson is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 licenses and two years of industry experience. Her prior work includes roles at multiple First Command entities and involvement in energy and integrative medicine businesses. She is also engaged with Go Solar with Kelly, LLC, an entrepreneurial venture in the solar industry. 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 various wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.

Jordan Butz is a financial advisor at First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been with First Command since 2026. Prior to joining the firm, he served in the United States Army and held positions at Kohl’s, Amazon, and Target. 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.

Stephen Kaye is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 11 years at Comprehensive Asset Management and Servicing, Inc. and Teak Tree Capital Management, LLC. He serves as Treasurer of Congregation Ahavath Sholon in Fort Worth, TX. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across various investment vehicles and strategies.

Paul Greenwell is a financial advisor at Luther King Capital Management Corporation with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Luther King Capital Management since 1983. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and mutual funds. The firm employs fundamental, bottom-up analysis across a range of equity, fixed income, and balanced strategies and manages approximately $31.5 billion in assets.

Aljon Lovelace is a CFP® and Series 66-licensed financial advisor at Empower Advisory Group with 14 years of industry experience. His career includes roles at Empower Advisory Group, JustAnswer, MDRN Capital, Edge Creek Wealth Management, and Retirement Planners of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

Gina McDonald is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank, spanning over a decade at those firms. 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 algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Dylan Mc Donald is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with Goldman Sachs Wealth Services and previously worked at Equitable Advisors, Clearfork Engineering, and Movement Mortgage. Outside of his advisory role, he is the sole proprietor of McDonald Property Investments. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning and portfolio management alongside specialized programs and alternative investments. The firm utilizes strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor investment solutions.

Brian Harris is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and joined First Command in 2025 following a 12-year career in the United States Air Force, where he served as an Avionics Functional Area Manager and is currently on terminal leave prior to retirement. 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 a centralized Investment Management Team to design and monitor model portfolios using mutual funds, ETFs, and third-party managers.

Lindsay Landin is a CFP® professional with over 21 years of experience, currently advising at Hornor, Townsend & Kent, LLC since 2004. She holds Series 63 and Series 66 registrations and is based in Cedar Hill, TX. In addition to her advisory role, Landin is active as a life insurance agent with multiple carriers, including Penn Mutual Life Insurance Company, through separate insurance brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering financial planning, advisory programs, and retirement plan consulting. The firm combines advisory and brokerage services and manages approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Richard Colleoni Jr. is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2017 and previously worked at Wunderlich Securities, Inc. from 2014 to 2017. Outside of his advisory work, he is involved in the international toy top community, developing and selling accessories. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports an extensive advisory network and offers tailored, discretionary investment advice through various account programs.

Jason Preston is a financial advisor at Creative Planning with 13 years of industry experience. He has been with Creative Planning since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner of a real estate business in North Richland Hills, Texas. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Scott Kimmel is a financial advisor with Principal Financial Services in Fort Worth, TX, holding a Series 63 designation and 39 years of industry experience. He has been with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 2016. Outside of his advisory role, he sells fixed life insurance and fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Stephen Beckmann is a Series 66-licensed financial advisor with Integrity Alliance, LLC, based in Bedford, TX, and has two years of industry experience. Prior to joining Integrity Alliance in 2026, he worked in multiple roles at Bankers Life from 2022 to 2026. He also spent 15 years with the Hurst Euless Bedford Independent School District. Beckmann’s non-investment business activities include recruiting and training insurance agents for Bankers Life, focusing on life and health insurance products. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans through a large network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers, utilizing multiple investment approaches and platforms.

Jenna Sands is a financial advisor with Eagle Strategies (NY Life) based in Fort Worth, TX. She holds the Series 66 and Series 63 designations and has two years of industry experience. Prior to her financial services career, she worked for eight years with Plano ISD and completed a teacher certification through Region 10 ESC. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Christopher Morrison is a Series 66-licensed financial advisor with four years of industry experience. He is currently with PNC Wealth Management and previously worked at Equitable Advisors and Regions Bank. Outside of his advisory role, he is also a pipe organist. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party management to implement portfolios using mutual funds and ETFs.

Adaryan Jones is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and three years of industry experience. He previously worked at Big Insurance Group for three years and has a background that includes five years at Texas Tech. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and client savings rates through an integrated model tied to Empower’s administrative platforms.

John Auger is a Series 66-credentialed financial advisor with First Command Advisory Services in El Paso, TX, bringing three years of experience in the financial industry. Prior to his advisory career, he served in the United States Army for 25 years, retiring in 2022. 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 a centralized Investment Management Team to design and manage model portfolios with a range of mutual funds, ETFs, and third-party managers.