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.

Billy Clark is a financial advisor with Kestra Advisory in Irving, TX, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 35 years of industry experience and has been with Kestra Advisory since 2016, with prior tenure at Kestra Investment Services dating back to 2005. Clark is the owner of Halcyon Wealth Advisors, LLC, through which he provides insurance and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design and compliance, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

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.

Edwin Vieux is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with First Command Financial Planning, Inc. since 2014. 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 to design and manage model portfolios and select third-party managers from approved lists.

Dustin Stiefel is a financial advisor with Mercer Global Advisors Inc. in Colleyville, TX, holding a Series 63 designation and 28 years of industry experience. He previously worked at Steward Financial Group, LLC for 16 years before joining Mercer in 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by educational content and specialized service offerings.

Brian Schmidt is a CFP® professional with 27 years of industry experience, currently with Cetera Planning Partners. His career includes prior roles at Fidelity and Avantax, with a tenure spanning various affiliated Cetera entities since 2025. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning and preparation, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified investment approach tailored to client objectives and risk tolerance.

Heidi Schmidt is a CFP® professional at Schwab Wealth Advisory with 25 years of industry experience. She has worked with Charles Schwab and its affiliated entities since 2019 and previously held roles at USAA Financial Planning Services and related USAA companies from 2004 to 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Brady Bell is a financial advisor with Carson Wealth in Southlake, TX, holding Series 63 and Series 66 licenses and possessing five years of industry experience. His professional background includes roles at Charles Schwab & Co., Inc., Simmons Bank, and Cetera Wealth Services, LLC. Outside of his advisory work, he has experience working with country clubs and a university. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

Tristan King is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Cantella & Co., Inc., UBS Financial Services Inc., and Morgan Stanley. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm utilizes both firm- and third-party investment models across discretionary and non-discretionary portfolios, combining active and passive strategies with ongoing manager due diligence.

Parker Martinez is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at Fidelity Investments and Charles Schwab & Co., Inc. prior to joining Schwab Wealth Advisory. 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 and certain Charles Schwab-referred clients. The firm’s advice is based on proprietary asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Amy Warner is a financial advisor with First Command Advisory Services in Great Falls, MT. She holds the Series 66 designation and has three years of industry experience. Prior to joining First Command, Warner worked at Davidson Investment Advisors for four years and Wells Fargo for nine years. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

David Springer is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked as an independent professional golfer for one year. His background also includes academic roles at the University of Missouri and Trinity University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers various portfolio management programs, employs multiple analytical approaches, and acts as a fiduciary under written advisory agreements.

Mary Baxter is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with First Command Financial Planning since 2015. 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 utilizing model portfolios managed by an in-house Investment Management Team and Wealth Portfolio Managers.

Sean Mc Nally is a financial advisor with Empower Advisory Group in Benbrook, TX. He holds Series 63 and Series 66 licenses and has 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 services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms.

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 at First Command Advisory Services with seven years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining First Command, Elisabeth worked at Morgan Stanley Smith Barney LLC and Northwestern Mutual, among other firms. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers who use a preapproved roster of third-party managers.

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.