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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.

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

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

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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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.

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

Series 65, Series 63

Fort Worth, TX

Cerity partners LLC

Zackery Holley is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Manning & Napier Advisors, Sealy Investment Securities, White River Private Capital Management, Inland Securities Corporation, and Griffin Capital Securities. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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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.

Founder/Business Owner Executive
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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.

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

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

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

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

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

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

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

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

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

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

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

Passive / index investing Active portfolio management Wealth management Executive
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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.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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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.

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