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Frederick M

Series 63

Fort Worth, TX

Commonwealth Financial Network

Frederick Mesch II is a financial advisor with Commonwealth Financial Network in Fort Worth, TX, holding a Series 63 designation and over 33 years of industry experience. He has worked at Commonwealth since 2018 and concurrently leads Mesch Wealth Advisors. Outside of advisory services, he is involved in an accounting and tax preparation firm, Mesch, PLLC, and participates in nonprofit management through co-ownership of Hope for Everybody, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside proprietary model portfolios and various program structures to meet diverse client needs.

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

CFP®, Series 66

Fort Worth, TX

First Command Advisory Services

Kyle Dawson is a CERTIFIED FINANCIAL PLANNER™ professional at First Command Advisory Services with 22 years of industry experience. He has been with First Command Advisory Services since 2015 and previously worked at First Command Financial Planning Inc. Dawson is involved in his local community through a finance review role at Cleburne Bible Church, where he evaluates financial reporting and documentation. 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 comprehensive financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers 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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Ashley L

Series 66

Fort Worth, TX

D.A. Davidson & Co.

Ashley Langan is a financial advisor at D.A. Davidson & Co. with three years of industry experience. Prior to joining D.A. Davidson in 2023, she worked at MyNurse Home Care, Inc. and Fayez Sarofim & Co. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with significant assets.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Bradley B

Series 63, Series 65

Ft. Worth, TX

Sanctuary Advisors, LLC

Bradley Bruce is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes a long tenure at Merrill and a decade at Bank of America prior to joining Sanctuary Wealth. He is also a founder of B&B Ventures Inc., a Texas-based firm providing merger and acquisition advisory services. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment approaches through a network of more than 400 independent advisors and provides portfolio management, financial planning, and retirement plan consulting services.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Ronald H

Series 63, Series 65

Arlington, TX

Empower Advisory Group

Ronald Haney is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Commerce Street Capital LLC. Outside of financial advising, Haney is involved in music production, working as a guitarist, vocalist, writer, and producer for custom music cues used in radio, TV, and film. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail clients, using an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Johnny O

Series 63, Series 66

Fort Worth, TX

Transamerica Retirement Advisors, LLC

Johnny Ortega is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at Fisher Investments, J.P. Morgan Securities, Merrill, Bank of America, Charles Schwab, and TD Ameritrade. He is based in Fort Worth, TX. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to support its advice programs, serving a large client base primarily with non-discretionary investment assets.

General retirement planning Retirement income strategy Income planning
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John K

CFA®

Fort Worth, TX

Luther King Capital Management Corporation

John King Jr. is a CFA® charterholder with 34 years of industry experience. He has been with Luther King Capital Management Corporation since 1979. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, model portfolio management, and financial planning. The firm’s investment teams employ fundamental, bottom-up analysis across various equity and fixed income strategies and manage roughly $31.5 billion in assets.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Edward S

CFP®, ChFC®, Series 65, Series 63

Arlington, TX

Empower Advisory Group

Edward Skinner Jr. is a CFP® and ChFC® with 11 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2024. His prior experience includes roles at The Vanguard Group, Personal Capital, New York Life Insurance Company, and USAA Financial Planning Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Ryan R

Series 66

Fort Worth, TX

First Command Advisory Services

Ryan Risko is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. 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 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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Aden G

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Aden Graves Muth is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has been with First Command and its affiliated entities since 2026 and has prior experience at Federal Express Corporation and Costco Wholesale. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a specialty in 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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Don C

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Don Crane is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. His work history includes multiple roles within First Command entities since 2015 and concurrent employment in plumbing and customer service at Home Depot. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers using a model portfolio approach.

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

Series 65

Fort Worth, TX

Cerity partners LLC

Brett Mcbroom is a financial advisor at Cerity Partners LLC based in Fort Worth, TX. He holds a Series 65 designation and joined Cerity Partners in 2026. His prior work experience includes roles in education, banking, and various other industries. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Richard M

Series 65

Fort Worth, TX

Money Concepts Capital Corp

Richard Maples is a financial advisor with Money Concepts Capital Corp in Fort Worth, TX, holding a Series 65 license and 11 years of industry experience. Prior to his current role, he worked at Vann Equity Management LLC and Per Stirling Capital Management, LLC. Outside of advising, he is the owner and managing member of A. Maples, LLC, practices law through Maples Law Firm as an attorney, and manages Rocking Morning Ranch, Ltd., which operates a ranch for agricultural and recreational purposes. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, utilizing both proprietary and third-party portfolio programs, supported by various technology platforms, and operates alongside affiliated broker-dealer and insurance entities.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Dustin B

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Dustin Bordelon is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining the firm, he served in the United States Air Force from 2016 to 2026. 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 featuring 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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Terence G

Series 63, Series 65, Series 66

Fort Worth, TX

First Command Advisory Services

Terence Graham is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63, Series 65, and Series 66 licenses and has 17 years of industry experience. His prior work includes roles at Lynx Services and Tarrant County Elections. 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 featuring model portfolios overseen 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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David D

Series 63, Series 65

Fort Worth, TX

Luther King Capital Management Corporation

David Dowler is a financial advisor at Luther King Capital Management Corporation in Fort Worth, TX, holding Series 63 and Series 65 designations with 34 years of industry experience. He has been with Luther King Capital Management since 1986. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies, managing mutual funds, separate accounts, and private investment partnerships.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Tyler B

CFP®, ChFC®, Series 63, Series 65

Fort Worth, TX

Focus Partners Wealth, LLC

Tyler Bartlett is a CFP® and ChFC® with 23 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at Merriman Wealth Management and Hornor, Townsend & Kent. Outside of his advisory work, Bartlett is the owner and founder of Lawn Rentals, LLC, a local lawn equipment rental business. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Lance S

Series 63, Series 65

Fort Worth, TX

Guardian Life

Lance Stamper is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2013. He also assists clients with United Healthcare Medicare options for those aged 65 and older. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Joan M

Series 65

Fort Worth, TX

Luther King Capital Management Corporation

Joan Maynard is a Series 65-credentialed financial advisor with 33 years of industry experience. She has been with Luther King Capital Management Corporation since 1986. Luther King Capital Management Corporation advises a range of institutional and individual clients, including trusts, foundations, pension plans, and government entities. The firm employs a fundamental, bottom-up investment approach across multiple asset classes and manages various mutual funds and separately managed portfolios.

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Eder B

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Eder Bracamontes Helguera is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at LPL Financial LLC, Equitable Advisors, AXA Advisors, and Lincoln Financial Securities. Outside of financial advising, he is employed with Sabre Industries in a non-investment capacity. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs utilizing 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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