John Ditmore is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with First Command Financial Planning, Inc. since 2011. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority under an Investment Management Agreement.

Sean Mc Nally is a financial advisor with Empower Advisory Group in Benbrook, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Regions Bank, PNC Bank, and BBVA USA. 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’s integrated model ties services to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Alicia Langdon is a CFP®-certified financial advisor with 10 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and has prior experience at Whitley Penn Financial, Fluent Financial, LPL Financial, and Charles Schwab. Based in Fort Worth, TX, she holds a Series 63 license. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, and retirement-plan services to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across both active and passive strategies, and differentiates itself by acting as a general partner in proprietary private funds and advising a continuously offered interval fund.

Raymond Schwager is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked across related First Command entities since 2004. Schwager is based in Fort Worth, TX. 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 various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Elisabeth Tatola is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and possessing six years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney LLC and Northwestern Mutual. 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, managing portfolios through a centralized Investment Management Team that selects approved managers and model portfolios.

Christopher Young is a financial advisor at First Command Advisory Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Command-affiliated firms since 1999. He is based in Fort Worth, TX. 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 featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Loughren is a CFP® professional with 20 years of industry experience, currently serving at Mercer Global Advisors Inc. He has held positions at The Vanguard Group, DLG Wealth Management, Etico Partners, and Charles Schwab. Outside of finance, he officiates Division 1 college football games as a referee. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, low-cost index vehicles, and multi-factor tilts, supported by a range of implementation options and additional financial planning services.

Tatiana Preval is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., State Street Inc, and Visiting Angels. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary tools and asset allocation models.

Ian Winslow is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Advanced Wealth Strategies. Outside of finance, he has experience in the hospitality sector, having worked at Brothers Bar and Grill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm delivers annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Beth Le Crone is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and having 10 years of industry experience. She has worked with First Command Advisory Services and First Command Insurance Services since 2016 and is also affiliated with the University of Maryland University College Europe. First Command Advisory Services is an SEC-registered 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 model portfolios and third-party managers selected by a centralized Investment Management Team.

James Ray is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch, Fidelity Investments, and Guy Rodgers Private Wealth Strategies. Prior to his financial career, he was a professional golfer. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including 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.

Kade Christensen is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He has previously worked at The Vanguard Group, Fidelity Investments, and Charles Schwab & Co., Inc. Christensen also spent time with the Special Olympics of Texas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Robert Case is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 65 designation and has previously worked at Fisher Investments and Personal Capital Advisors Corporation. 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 clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns, annual rebalancing, and savings rates, delivered within a model closely tied to Empower’s recordkeeping and administrative platforms.

Charles Rymer is a financial advisor with First Command Advisory Services, holding the Series 66 designation and five years of industry experience. He has served in various roles within First Command since 2020 and is also an Air Force Civil Engineer Officer in the United States Air Force Reserve. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers.

Matthew Conner is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and previously worked for the US Department of Defense from 2012 to 2019. 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 wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Aubrey Socha is a CFP®-designated financial advisor with 12 years of industry experience. Currently with Schwab Wealth Advisory, Socha has previously worked at firms including Charles Schwab, Quasar Distributors, Capital Advisors, and Fidelity. Based in Westlake, TX, Socha holds Series 66 and Series 63 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and distinguishes itself by its non-discretionary approach and affiliation with a registered futures commission merchant.

Juan Amaya Acero is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab in multiple roles. Prior to his financial industry career, he was involved in the restaurant sector, working at Terra Gaucha Brazilian Stakehouse and Lombardi Cucina Italiana. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations within the Charles Schwab ecosystem. The firm operates using standard asset allocation models and research tools, delivering advice without exercising discretionary trading authority.

Christopher Quintana is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023. Prior to his advisory roles, he spent time in education and worked at Tylers from 2018 to 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and offers investment recommendations, while clients retain final trading decisions.

Kari Doorn is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, Kari partners with clients to align their investments with their defined financial goals, focusing on building trust and lasting relationships to support clients throughout their financial journey. Prior to joining Fidelity Investments, Kari served as a Vice President Financial Consultant at Charles Schwab from 2015 to 2023. This experience provided Kari with extensive expertise in financial consulting and client relationship management. Outside of work, Kari has personal interests that include cooking and baking, playing musical instruments, engaging in outdoor adventures, reading, snowboarding, and traveling.

David Larsen is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has less than one year of industry experience. Prior to joining First Command, Larsen served in the U.S. Army from 2019 to 2023 and has held various roles outside the financial sector. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and manage portfolios on behalf of clients.