Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Donald B
Series 63, Series 65
Fort Worth, TX
Truist Advisory Services
Donald Bescher III is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Merrill and Bank of America. He has been with Truist Advisory Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.
Matt M
CFP®, Series 63, Series 65
Fort Worth, TX
Sanctuary Advisors, LLC
Matt Magee is a CFP® with five years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC in Fort Worth, TX. His prior roles include positions at WPWealth LLP, Frost Insurance, and Call Box. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and employs a network of independent advisors supported by an integrated affiliate structure and recent consolidation activities.
Amy M
Series 66
Fort Worth, TX
First Command Advisory Services
Amy Marsh is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at First Command Advisory Services and its affiliated entities since 2017. Prior to that, she spent two years at North Park University. 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.
Brian B
Series 66
Fort Worth, TX
Commonwealth Financial Network
Brian Bisdorf is a financial advisor with Commonwealth Financial Network in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. His prior work includes 11 years at Edward Jones before joining Commonwealth in 2019, followed by Cedarwood Financial Partners in 2025. Outside of advisory roles, he is co-owner of Bisdorf & White Custom Homes, LLC, a residential real estate management entity, and serves as a consultant for land development companies. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, enabling advisors to manage portfolios through discretionary models and customized investment solutions.
Charles S
Series 66
Fort Worth, TX
First Command Advisory Services
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 M
Series 65
Fort Worth, TX
First Command Advisory Services
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.
Peter M
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
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 W
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
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.
Joseph S
Series 66, Series 63
Keller, TX
Empower Advisory Group
Joseph Stroud is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fidelity Investments and Castle Placement. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach, serving a large participant base relative to its number of advisers.
Seth F
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
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 B
Series 66
Fort Worth, TX
First Command Advisory Services
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 B
Series 66
Fort Worth, TX
First Command Advisory Services
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 F
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
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 R
Series 66, Series 63
Fort Worth, TX
PNC Wealth Management
Mitchell Randall is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 66 and Series 63 licenses and having three years of industry experience. Prior to joining PNC, he worked at Prospera Financial Services and TIAA-CREF Individual & Institutional Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that applies algorithm-driven risk assessments to manage investments via mutual funds and ETFs with annual rebalancing.
Christopher P
PFS™
Fort Worth, TX
Cerity partners LLC
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 S
Series 66
Fort Worth, TX
First Command Advisory Services
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 G
Series 66
Fort Worth, TX
First Command Advisory Services
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 S
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
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.
Jonathan S
Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Jonathan Soriano is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has recently transitioned from military service, including four years with the United States Marine Corps. Prior to joining First Command, he held positions within First Command Brokerage Services and First Command Insurance Services. First Command Advisory Services is an SEC-registered 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, featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Becky K
Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Becky Kruitbosch is a financial advisor at First Command Advisory Services in Fort Worth, TX, with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wayfair for ten years before joining First Command. First Command Advisory Services is an SEC-registered firm serving individuals, corporations, 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 that utilize centralized portfolio management and approved third-party managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide