Melissa Pyle is a financial advisor at First Command Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at USAA Financial Advisors and Usaa Investment Management Company. Based in Fort Worth, TX, she has been with First Command Financial Services since 2020. 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, delivering investment management through a centralized team that selects from prescreened managers and model portfolios.

Jeff Abodeely is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America, Merrill, Aegis Capital Corp, and Park Avenue Securities. Outside of advisory work, he is involved in swimming pool sales and owns a merchandise business selling apparel. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Robert Williams is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Empower Financial Services, The Vanguard Group, and BBVA Securities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset-allocation models and research tools to deliver tailored recommendations, with trades executed only upon client authorization.

Bryan Topelsohn is a financial advisor with Eagle Strategies (NY Life) in Flower Mound, TX, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been associated with New York Life Insurance Co since 1999 and NYLIFE Distributors LLC since 2003. Outside of his advisory role, he occasionally resells NFL and other event tickets related to his personal seat license. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Erin Smith is a financial advisor at Sanctuary Advisors, LLC in Fort Worth, TX, holding a Series 66 designation with 22 years of industry experience. Her prior roles include positions at Truist Advisory Services, BB&T Securities, Higginbotham, and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of portfolio management programs and employs various analytical approaches, operating as a fiduciary under written advisory agreements.

Kirk Badii is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing 15 years of industry experience. His prior roles include positions at Cantella & Co., Raymond James Financial Services, UBS Financial Services, and Credit Suisse Securities. Badii operates marketing entities for securities and advisory services under the names Badii Group Private Wealth Management and Badii Group, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and a mix of passive and active investment exposures.

Michael Kucej is a financial advisor at First Command Advisory Services in Fort Worth, TX, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Command and its related entities since 2010. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who design and monitor model portfolios and select third-party managers from approved lists.

Christina Faulkner is a financial advisor at Schwab Wealth Advisory, Inc. with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has held various roles within Charles Schwab-affiliated firms since 2010. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Hallie Fraze is an advisor at Schwab Wealth Advisory with a Series 66 designation and less than one year of industry experience. Her prior work experience includes roles at Charles Schwab & Co., Inc., Charles Schwab, Target, and the University of North Texas. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with client authorization required for trades.

Zachary Fisher is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and four years of industry experience. His work history includes roles at Charles Schwab and Levi Strauss & Co., as well as positions at the University of North Texas. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is guided by Charles Schwab’s asset-allocation models and research tools, with client authorization required for trades.

Peter Martin is a financial advisor at Cerity Partners LLC in Fort Worth, TX, with 10 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Arkadios Capital and BD4RIA, Inc. He is also involved in insurance product sales through BD4RIA Insurance Agency, LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and pooled investment vehicles, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and incorporates proprietary quantitative screening alongside access to alternative and private market solutions.

Kenneth Jacobs Jr. is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 licenses and 13 years of industry experience. His prior work includes roles at Charles Schwab, Fidelity, and Robinhood Markets. He also spent time at Texas Aquafarm, an experience outside traditional financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model leverages proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions within a framework tied to Empower’s recordkeeping and administrative platforms.

David Lehmann is a CFA® charterholder with 12 years of industry experience. He has worked at Luther King Capital Management Corporation since 2003. The firm advises a diverse range of clients including individuals, trusts, foundations, pension plans, and government entities. Luther King Capital Management pursues fundamental, bottom-up analysis across multiple asset classes and manages a variety of investment vehicles, including mutual funds and private partnerships.

Andrew Henk is a CFP® professional with 15 years of industry experience. He is currently with &PARTNERS, where he has worked since 2024, following prior roles at Wells Fargo Clearing and Merrill. Outside of his advisory work, Henk serves as Vice President on the Board of Directors for Ellis County Fresh Water Supply District No. 1 in Dallas, Texas. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, and operates with dual registration as a registered investment adviser and broker-dealer.

Wendell Epps is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Principal Securities since 1998 and has worked with Principal Life Insurance since 1997. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mason Jones is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles in roofing and building products as well as retail. 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 comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers from approved lists.

Adriana Jimenez is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. She has worked with multiple affiliated firms under the First Command umbrella since 2018, and her previous roles include positions at William J Perry and Home Depot U.S.A. Inc. 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 featuring centrally managed model portfolios and prescreened third-party managers.

Ambyr Capps is a financial advisor at Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 66 licenses with three years of industry experience. She maintains an active occupational therapy license and works on a part-time, as-needed basis providing therapy services at Health Management Group and CRG Therapy Group. Additionally, she serves as an administrator for the DFW Network of Women, a local networking group. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Tamara Becker is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Guaranty Bank and Trust. Outside of her advisory work, she is involved with CROSS YOUR FINGERS LLC, a company focused on medical devices and supplies related to renal health. Schwab Wealth Advisory serves clients enrolled in its SWA program and certain referrals, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance relies on Charles Schwab’s asset-allocation models and research tools, with client-approved trades and tailored recommendations based on individual goals and risk tolerance.

Nathan Perschon is a financial advisor at First Command Advisory Services in Fort Worth, TX, with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with First Command Advisory Services since 2015, having worked with affiliated entities since 2013. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios from a prescreened selection of funds and third-party managers.