Sherrie Keylon is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior work includes roles at LPL Financial, The Public Utility Commission of Texas, The Home Depot, ELK Electric Inc, Kestra Investment Services, and Mass Mutual Investors Services. 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, utilizing a centralized Investment Management Team to design and monitor model portfolios with discretionary authority.

Daniel Downes is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2014. Based in Fort Worth, TX, he holds a Series 63 license. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across multiple asset classes and offers a range of services such as separately managed portfolios, sub-advisory, and model portfolio solutions.

Brian Fibiger is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Thrivent Investment Management and TD Ameritrade, and he has been with First Command in various capacities since 2014. He also served at Christ Lutheran Church from 2018 to 2021. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers, using approved third-party managers and a structured investment approach.

Jonathan Holt is an advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked in mortgage lending and home construction. 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 using model portfolios managed by a centralized team and wealth portfolio managers.

Ryan Holbert is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 20 years of industry experience, including previous roles at Cambridge Investment Research and Prudential Insurance Company of America. Holbert is also affiliated as an Investment Advisor Representative with CIRA. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Joel Castor is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Fisher Investments, Fidelity Investments, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach emphasizes asset allocation and investment selection guided by Schwab’s internal research tools, with client authorization required for all trades.

Stephen Isaacs is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Schwab Wealth Advisory and has previous experience at Charles Schwab, TD Ameritrade, Edward Jones, and FedEx Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using standard asset-allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance.

Hajrudin Rastoder is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has six years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and First Convenience Bank prior to joining Schwab Wealth Advisory in 2022. Schwab Wealth Advisory serves clients enrolled in its Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standard asset allocation models and internal research tools, with client approvals required for all trades.

Miguel Figueroa is a financial advisor with PNC Wealth Management in Arlington, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Securities LLC, and JP Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to PNC Bank employees. The firm utilizes algorithm-driven risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

John Albert is a CFP® professional with 16 years of industry experience, currently serving at First Command Advisory Services in Fort Worth, TX. He has held positions at various First Command entities since 2011, including Advisory Services, Insurance Services, Brokerage Services, and Financial Services. 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers who select portfolios and third-party managers from approved lists.

Jason Comer is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including TIAA-CREF, USAA Financial Planning Services, TD Ameritrade, and Fidelity. Comer has been with Charles Schwab & Co. and Schwab Wealth Advisory since 2016. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset-allocation models and research tools, with recommendations tailored to individual client goals and risk tolerance.

Heather Brock is a CFP® and ChFC® with 15 years of experience in the financial services industry. She has been with First Command Advisory Services since 2015 and has held various roles within affiliated First Command entities since 2005. Based in Fort Worth, TX, she holds Series 63 and Series 65 licenses. First Command Advisory Services, Inc. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved third-party managers.

Tyler Seibold is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. He previously worked at Deloitte Tax LLP and Invoke Tax Partners, and he attended Texas A&M University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to deliver portfolio management and financial planning services.

Jared Johnson is a CFP® with 19 years of industry experience, currently with Schwab Wealth Advisory, Inc. He has previously worked at EP Wealth Advisors, Baker Avenue Asset Management, TD Ameritrade, and Banc of America Investment Services. Johnson holds Series 63 and 65 licenses and is based in Westlake, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance includes asset allocation and investment selection using Schwab’s proprietary models and research tools, with trades executed only upon client authorization.

Colleen Nurre is a financial advisor with GWN Securities Inc. in Flower Mound, TX, holding a Series 66 designation and 21 years of industry experience. She has been with GWN Securities since 2015. Outside of her advisory role, Nurre serves as a merit badge counselor for Boy Scout Troop 262, assisting scouts in completing merit badge requirements. 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 and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Mark Johnson is a CFA® and CIC-designated financial advisor with 24 years of experience at Luther King Capital Management Corporation, where he has worked since 2002. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, pursuing fundamental, bottom-up analysis across multiple equity and fixed income strategies.

William Bartels III is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and bringing 19 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with First Command Financial Planning Inc. since 2006. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and third-party managers.

Gina Deutsch is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. She holds a Series 66 designation and has previously worked at USAA Life Insurance Company and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering customized recommendations without exercising discretionary trading authority.

Juan Garcia is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he worked at TD Ameritrade and Charles Schwab & Co., Inc., and he has a background in the hospitality industry with six years at The Cheesecake Factory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using proprietary asset-allocation models and internal research tools to guide investment decisions. The firm serves clients through tailored recommendations with annual reviews and primarily employs separately managed accounts managed by third-party or affiliated managers.

Lucas Lopez Acevedo is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials. He began his career at First Command in 2026 and has prior experience serving in the U.S. Army. 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 an internal Investment Management Team and Wealth Portfolio Managers.