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Tina N

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Tina Nguyen is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 65 and Series 63 registrations and has a background that includes military service in the United States Army from 2013 to 2019. 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Karl C

CFP®, Series 63

Coppell, TX

Independent Financial Group, LLC

Karl Cole is a financial advisor with Independent Financial Group, LLC, holding CFP® and Series 63 credentials and bringing 37 years of industry experience. He previously worked at LPL Financial LLC from 2003 to 2017. Cole is also the owner and registered representative of a DBA marketing under the name Cole Financial. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple advisory programs and third-party asset managers.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dylan H

ChFC®, Series 66

Colleyville, TX

GWN Securities Inc.

Dylan Harig is a financial advisor with GWN Securities Inc. in Colleyville, TX, holding the ChFC® designation and Series 66 license, with 21 years of industry experience. He has worked at Highland Capital Brokerage and GWN Securities since 2012. Outside of his advisory role, he serves as Managing Director of RISE, a Medicare-related business, and is involved with Redwood Financial, focusing on fixed annuity and insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including unique legacy market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Cameron S

CFP®, Series 63, Series 66

Flower Mound, TX

Commonwealth Financial Network

Cameron Smith is a CFP® professional affiliated with Commonwealth Financial Network, with six years of industry experience. Prior to joining Commonwealth in 2026, he held roles at Messett Financial, Charles Schwab & Co., Schwab Wealth Advisory, TD Ameritrade, and Equitable Advisors. Smith also has experience in the hospitality and gig economy sectors, including positions at The Biscuit Bar, Orlando's Italian Restaurant, Uber, and DoorDash. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad support platform including managed-account programs, third-party asset manager access, and custody/clearing services, offering a range of investment options and hybrid model portfolio solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Chad C

Series 66

Fort Worth, TX

First Command Advisory Services

Chad Cody is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 20 years of industry experience. He previously worked at Fidelity Investments from 2014 to 2016 before joining First Command Financial Services in 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 managed by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Shayan P

Series 63, Series 66

Westlake, TX

Schwab Wealth Advisory

Shayan Peerwani is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, TIAA-CREF Individual & Institutional Services, LLC, University of Texas at Dallas, and Bank of the Ozarks. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm uses standard asset allocation models and Schwab research tools to guide its advice, with final trading decisions left to clients and discretionary management handled by affiliated or third-party money managers.

Passive / index investing Private / alternative investments
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Eron D

Series 63, Series 66

Westlake, TX

Schwab Wealth Advisory

Eron Dahl is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1999, including 14 years at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Passive / index investing Private / alternative investments
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Roland V

Series 66

Westlake, TX

Schwab Wealth Advisory

Roland Villanueva Jr. is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has four years of industry experience, with prior roles at Fisher Investments, Edward Jones, and other financial firms. His background includes diverse positions in wealth management and financial planning. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm delivers annual financial reviews and investment recommendations, with clients retaining final trading decisions and accounts reviewed at least annually.

Passive / index investing Private / alternative investments
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Kevin S

CFP®, Series 66, Series 63

Westlake, TX

Schwab Wealth Advisory

Kevin Seales is a CFP® professional with five years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and Scottrade. He also holds Series 66 and Series 63 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.'s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers services including financial reviews and retirement planning without acting as a discretionary portfolio manager.

Passive / index investing Private / alternative investments
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Christian S

Series 66

Fort Worth, TX

First Command Advisory Services

Christian Schad is a financial advisor at First Command Advisory Services with one year of industry experience. He holds the Series 66 designation and previously worked at Mercer and Pavilion Advisory Group. 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 that selects and monitors model portfolios and third-party managers from prescreened lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Eric C

Series 66

Southlake, TX

Sanctuary Advisors, LLC

Eric Cardenas is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various capacities from 2009 to 2023. 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 Advisor-Directed accounts, Separately Managed Accounts, Unified Managed Accounts, and both wrap and non-wrap solutions, utilizing a network of independent advisors and affiliated broker-dealer services.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Joseph M

Series 65

Colleyville, TX

Mercer Global Advisors Inc.

Joseph Mcintosh is a financial advisor with Mercer Global Advisors Inc. in Colleyville, TX, holding a Series 65 designation and 11 years of industry experience. He previously worked at Steward Financial Group, LLC for 10 years before joining Mercer in 2023. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options including ETFs and separate accounts.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Brianna G

Series 66

Fort Worth, TX

First Command Advisory Services

Brianna Gholston is a financial advisor at First Command Advisory Services with a Series 66 designation and two years of industry experience. Her prior work includes roles at First Command Financial Services, Paycom, The Connor Group, JMJ Phillip Recruiting, and Target. 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 by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jose G

CFA®, Series 66

Westlake, TX

Schwab Wealth Advisory

Jose Guerra Jr. is a CFA® charterholder and Series 66 licensee with five years of industry experience. He currently serves as a financial advisor at Schwab Wealth Advisory, having previously worked at JPMorgan Securities LLC and BNP Paribas. Outside of his advisory role, he is a Regional Advisory Board Member for IDEA Public Schools of Tarrant County and a board member of the Fort Worth Hispanic Chamber of Commerce. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm delivers advice using Charles Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Passive / index investing Private / alternative investments
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Ieshia L

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Ieshia Landrum is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has experience dating from 2024, including previous roles at the Department of Veterans Affairs and a 21-year career in the United States Army. 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 using model portfolios and third-party managers selected by an internal Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jaie A

Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

Jaie Arlington is a financial advisor at Sanctuary Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 12 years before joining Sanctuary Securities in 2021. Outside of his advisory role, he serves as a power of attorney for his parents' accounts. 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 range of sub-advisors and third-party platforms as part of its integrated affiliate structure.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Anthony E

CFP®, Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Anthony Eickhoff is a CFP®-designated financial advisor with 19 years of industry experience. He has been with First Command Advisory Services since 2015 and also associated with First Command Financial Planning, Inc. since 2014. Based in Fort Worth, TX, he holds Series 63 and Series 66 licenses. First Command Advisory Services, Inc. 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, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers within a structured, employee-owned platform.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Teri S

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Teri Schweiger is a financial advisor at First Command Advisory Services with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles within First Command-affiliated firms since 2014. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios from approved fund and manager universes.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Ruben C

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Ruben Camacho is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he co-owns and manages residential rental properties. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Sean F

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Sean Ferreiro is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with First Command Advisory Services and its affiliated entities since 2015. First Command Advisory Services, Inc. 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, utilizing a centralized Investment Management Team to design and manage model portfolios through approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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