Robert Brister is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and three years of industry experience. He has previously worked with First Command Brokerage Services and First Command Insurance Services. Outside of his advisory role, he owns and operates STATUS Family Financial, a business providing payroll and tax services. First Command Advisory Services, Inc. serves individuals, corporate, 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 featuring model portfolios constructed from mutual funds, ETFs, and third-party managers selected by a centralized investment team.

Robert Baker is a CFP® with 13 years of experience in the financial industry. He is currently with Empower Advisory Group and has previously worked at Charles Schwab & Co., Inc. and TIAA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through proprietary planning methodologies and offers both point-in-time financial plans and managed account solutions.

Libna Pineda Vega is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Merrill, Bank of America, and Navy Federal Credit Union. 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 featuring model portfolios managed by a centralized team.

Heather Panuco is a financial advisor with First Command Advisory Services, holding a Series 66 credential and 11 years of industry experience. Her career includes roles at Edward Jones and Huawei Technologies USA prior to joining First Command Financial Planning in 2018. 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, using a centralized Investment Management Team to design and manage model portfolios and select third-party managers from approved lists.

Hunter Hardy is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously led Hardy Investment, Inc. for 18 years. In addition to his advisory role, he serves as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles while offering a range of wealth management and fiduciary services.

Christopher Peters is a Series 66-registered financial advisor with Truist Advisory Services, bringing 14 years of industry experience. His prior roles include positions at BB&T Securities, Bank of America, and Merrill. He serves as treasurer for his local homeowners association in Fort Worth, TX, where he reviews financial statements and vendor contracts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate integration.

Christopher Chapa is a CFP® and ChFC® with nine years of industry experience currently advising with First Command Advisory Services in Fort Worth, TX. He has been with First Command since 2017 and previously worked briefly at Crickets Bar & Grill. Chapa serves as a board member of The Peak International STEM Academy, where he is involved in setting long-term goals and policies for the school district. 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 managed centrally by an Investment Management Team, utilizing a range of model portfolios and third-party managers.

James Bade is a financial advisor at First Command Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command Financial Services since 2001. Bade is the owner of Bade Group LLC, a business established to separate First Command assets from his personal assets. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular 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 oversee model portfolios and third-party managers.

Denise Kimmel is a financial advisor at Principal Financial Services with 28 years of industry experience. She holds a Series 63 designation and has been with Princor Financial Services Corporation since 1997. Outside of her advisory role, she is involved in selling fixed life, long-term care, and health insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by these managers.

Kristen Henk is a CFP® professional affiliated with &Partners, holding the Series 66 designation and bringing 15 years of industry experience. She previously worked at Wells Fargo Clearing for eight years before joining &Partners. Outside of advisory work, she performs bookkeeping and administrative duties for a family business. &Partners serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement plan consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative strategies.

Richard Kleberg IV is a financial advisor with Luther King Capital Management Corporation, holding a Series 65 designation and 21 years of industry experience. He has been with Luther King Capital since 2011 and is also affiliated with Geographic Group, a non-investment business, where he has worked since 1996. Outside of his advisory work, Kleberg is a partner in Safari Consulting, a business focused on organizing safaris. Luther King Capital Management Corporation serves institutional and individual clients, offering separately managed portfolios, sub-advisory services, model portfolios, and financial planning. The firm employs a fundamental, bottom-up approach across a variety of equity and fixed income strategies and manages assets for a diverse range of clients including pension plans, government entities, and mutual funds.

Nicolas Del Tatto is a financial advisor at PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His career includes positions at Bank of America, Merrill, and TD Ameritrade/Charles Schwab. Outside of traditional financial services, he briefly worked with We Buy Homes in USA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to PNC Bank employees. The firm uses approved model strategies managed by PNC or third parties with mutual funds and ETFs, relying on algorithmic risk assessments and annual rebalancing.

Kelley Conley is a Series 66-licensed financial advisor at First Command Advisory Services with four years of industry experience. Prior to joining the firm, Conley held roles at Virginia Commonwealth University, the University of Kentucky, and Spectator Hotel. Conley is based in Fort Worth, TX. First Command Advisory Services is an SEC-registered investment adviser specializing in financial planning and asset management for individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers a range of wrap-fee programs managed centrally by an Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and an employee-owned structure.

Cody Howe is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Robinhood Markets, Inc., Robinhood Financial, LLC, and Fidelity Brokerage Services LLC. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Annette Medley is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has experience working in the financial services industry since 2013, including roles at MassMutual, New York Life, and First Command. Outside of her advisory work, she also operates as a certified life coach and works as a Lyft driver. 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.

Vanessa Avila is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked for McGowan Group Asset Management, Inc. for 14 years before joining Sanctuary Advisors in 2025. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors through various portfolio management options, financial planning, and retirement plan consulting, employing multiple analytical approaches and offering both onshore and offshore solutions.

Jason Frizzell is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at AE Wealth Management since 2019 and previously spent six years at Global Financial Private Capital. He also owns JCF Financial Advisory, an insurance sales business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services through a platform-centered approach that combines model portfolios managed by AEWM, third-party strategists, and advisor-managed models.

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.