Amy Marsh is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and nine years of industry experience. Her career includes roles at multiple First Command entities since 2017, as well as earlier experience at Rockwood Family and North Park University. First Command Advisory Services is an SEC-registered investment adviser that serves 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 using model portfolios and approved third-party managers.

Charles Still is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds the Series 66 designation and has worked at several affiliated entities of First Command since 2016. 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 constructed and managed by an internal Investment Management Team and Wealth Portfolio Managers.

Reeder Mengwasser is a financial advisor at First Command Advisory Services with a Series 65 designation and four years of industry experience. He previously worked at First Command Financial Services for seven years and attended Texas A&M University. 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, using a centralized investment team to manage portfolios and select third-party managers from approved lists.

Aisha Rada is a financial advisor at Kestra Advisory with nine years of industry experience and holds a Series 66 designation. Her prior work includes roles at Ameriprise, Robert Baird & Co., JPMorgan Chase Bank, and J.P. Morgan Securities. She has also been involved with entrepreneurial ventures such as Livenomadik, LLC and Hip Chic Boutique. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party managed solutions, serving a broad client base that includes large institutional investors.

Peter Mars is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Mass Mutual Investors Services, LPL Enterprise LLC, and Prudential Insurance Company of America. Outside of advisory work, he is involved with Kingdom Kulture Ministries and operates a consulting firm focused on coaching and fitness. 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 using prescreened model portfolios and third-party managers.

Sarah Weinbaum is a financial advisor at First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has been with the firm and its affiliated companies since 2025. Outside of finance, she owns and operates a vending-style business, Glitter Girl Games and Amusements, and is a licensed massage therapist with over a decade of 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 offers financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Seth Frank is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to his advisory career, he served 30 years in the U.S. Air Force. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Jeremy Ball is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and has served in various capacities within First Command since 2019. Ball is also a Naval Reserves Officer, affiliated with the U.S. Navy since 2019, with prior active duty service from 2005 to 2019. He operates BALL FINANCIAL GROUP LLC, a management company for his business operations. 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 model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Ashley Butler is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and seven years of industry experience. She has been with First Command Financial Planning, Inc. since 2018 and previously worked at First Command Financial Services from 2015 to 2018. Outside of her advisory role, she is involved in ranch operations as the managing partner of West 98 Ranch LLC. 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 select third-party managers.

Joseph Freiesleben 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. Prior to his advisory role, he served 23 years in the United States Air Force. In addition to his financial work, he officiates high school and collegiate baseball games as an umpire. 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, managing portfolios through a centralized team that selects model portfolios and third-party managers from approved lists.

Mitchell Randall is a financial advisor at PNC Wealth Management in Fort Worth, TX, with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining PNC, Mitchell worked at Prospera Financial Services Inc and TIAA-CREF Individual & Institutional Services, LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Christopher Pleshek is a financial advisor at Cerity Partners LLC in Fort Worth, TX, holding the PFS™ designation. He has been with Cerity Partners since 2021 and previously worked at Whitley Penn, LLP and Texas Christian University. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Kimberly Schwinler is a Series 66 licensed financial advisor with eight years of industry experience. She has been with First Command Advisory Services and related entities since 2017. Prior to her financial advisory career, she worked at Minot State University and Lake Region State College for over two decades combined. 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, utilizing a centralized investment management team to select and monitor portfolios built from mutual funds, ETFs, and third-party managed accounts.

Nicholas Gilewitch is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has worked with several related entities within the First Command family since 2015. Outside of his advisory role, he serves as Chief Financial Officer and Executive Producer for CG23 Films LLC, where he manages finances and oversees film production projects. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporations, 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 diversified model portfolios and third-party manager selections.

David Semonian is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at USAA Financial Advisors, E*TRADE Securities, and E*TRADE Capital Management. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from prescreened lists.

Drew Evans is a financial advisor at First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command Advisory Services and its related entities in 2026, he worked five years at The UPS Store 4740. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Jonathan Soriano is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and began his advisory career in 2026. Prior to entering the financial industry, he served in the United States Marine Corps from 2016 to 2023. 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 provides financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers overseen by a centralized Investment Management Team.

Becky Kruitbosch is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to her advisory roles, she worked at Wayfair for ten 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Bryce Maxson is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has worked with First Command and its related entities since 2014. Maxson is also the owner of Maxson Financial Group, LLC, where he provides full financial planning services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs using model portfolios managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Nicholas Purgason is a Series 65-credentialed financial advisor with eight years of industry experience at Independent Financial Partners. He has worked at Independent Financial Partners since 2018 and also serves as an assistant principal at Grand Prairie Independent School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management, supports a formal retirement-plan advisory practice, and serves individual, charitable, corporate, and high-net-worth clients.