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Daniel L

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Daniel La Bar is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 designations and two years of industry experience. Prior to his financial services career, he served in the United States Army from 2016 to 2023. He is also the Chief Financial Officer of American Legion Post 501, where he manages the organization's assets. 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 with portfolio management conducted by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Yecal G

Series 66

Fort Worth, TX

First Command Advisory Services

Yecal Garrett is a Series 66 credentialed financial advisor with 21 years of industry experience, currently affiliated with First Command Advisory Services since 2015. He is the owner of 1989 Ventures LLC, which operates an eco-friendly kitchen supply business called The Bamboo Ladle in partnership with his spouse, and serves as an advisory board member for Hadrius, providing feedback on technology initiatives. 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 team and wealth portfolio managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Aleria P

Series 66, Series 63

Fort Worth, TX

Empower Advisory Group

Aleria Person is a financial advisor with Empower Advisory Group in Fort Worth, TX, holding Series 66 and Series 63 licenses and nine years of industry experience. She has been with Empower Financial Services since 2016 and joined Empower Advisory Group in 2026. 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 select retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Chad F

Series 63, Series 66

Lakeside, TX

Empower Advisory Group

Chad Froust is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Fidelity Investments, Primerica Advisors, and Nationstar Mortgages. He is currently based in Lakeside, TX. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Marco C

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Marco Contreras is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 credentials with 12 years of industry experience. He has been with First Command Advisory Services since 2015 and has held concurrent roles at affiliated First Command entities since 2014. Outside of his advisory work, he serves as a board member of the Armed Services YMCA chapter in Twentynine Palms, CA. 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 and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers under discretionary authority.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Matthew W

Series 63, Series 65

Colleyville, TX

PNC Wealth Management

Matthew Wallace is a financial advisor with PNC Wealth Management in Grapevine, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at CUSO Financial Services, Equitable Advisors, and PNC Investments. His background also includes work at Texas A&M University and involvement with the Texas A&M Horse Research Center. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Jared W

CFP®, Series 65

Colleyville, TX

Creative Planning

Jared Wewers is a CFP® and holds a Series 65 license with three years of experience in the financial industry. He is currently an advisor at Creative Planning and has business interests as the owner of companies involved in selling sneakers and apparel, operating as an Amazon seller, and designing pet products. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional accounts. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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David S

CFP®, Series 66

Fort Worth, TX

First Command Advisory Services

David Slater is a CFP® certificant with 11 years of experience in financial advising at First Command Advisory Services in Fort Worth, TX. He has been with First Command since 2015 and holds Series 66 registration. Outside of his advisory role, he serves on the Board of Directors for the Enabling Peace in Iraq Center, where he helps guide organizational strategy and fundraising efforts. First Command Advisory Services, Inc. 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 provides financial planning and wrap-fee asset management programs using a centralized investment management team to design and manage portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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April B

Series 63, Series 66

Ft. Worth, TX

Sanctuary Advisors, LLC

April Bierle is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She worked at Merrill from 1997 to 2021 before joining Sanctuary Wealth in 2021. Outside of her advisory role, she is a commissioned notary. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who utilize various portfolio management strategies and act as fiduciaries under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Austin L

CFP®, Series 66

Fort Worth, TX

Cerity partners LLC

Austin Little is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Fort Worth, TX. His prior roles include positions at Arkadios Capital, Securities America Advisors, and Clarity Financial Group. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, integrating proprietary quantitative screens with external managers and individual securities.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Adam C

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Adam Creel is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to his advisory role, he has served in the United States Marine Corps since 2004. Outside of his advisory work, he is a passive partner in a Crumbl Cookie franchise. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, 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, employing a centralized Investment Management Team that selects and manages model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Joshua G

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Joshua Gray is a financial advisor at First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has 20 years of experience in the United States Air Force prior to beginning his advisory career. Gray has been with First Command in various capacities since 2025. 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 overseen by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Keith J

Series 63, Series 66

Southlake, TX

Independent Financial Group, LLC

Keith Johnson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. His prior experience includes roles at Cetera Advisor Networks and Edward Jones. Johnson is also involved as an agent and representative in insurance and marketing-related activities through various DBAs, and he acts as a power of attorney for his father’s financial affairs. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs through its AccessPoint platform and third-party asset managers.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Emily V

Series 66

Keller, TX

The huntington Investment company

Emily Van Der Merwe is a financial advisor at The Huntington Investment Company with three years of industry experience. She holds a Series 66 designation and previously worked at Truist Advisory Services and Truist Investment Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through a range of wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers, affiliate model offerings, and overlay services within an open-architecture investment approach.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Sidney F

Series 63, Series 65

Westlake, TX

Truist Advisory Services

Sidney Fenton is a financial advisor at Truist Advisory Services with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Truist and its predecessor firms since 1993, including roles at BBVA Compass Insurance Agency and BBVA Wealth Solutions. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and oversee manager selection.

Founder/Business Owner Executive
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William R

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

William Reynolds III is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with First Command and its affiliated entities since 2015. 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 offers financial planning and multiple wrap-fee asset management programs managed through centralized teams and prescreened third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Canndice W

Series 66

Fort Worth, TX

First Command Advisory Services

Canndice Wooten is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. Prior to joining First Command, Wooten worked at JPMorgan Chase & Co and served 11 years in the US Army. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporations, 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, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers through discretionary authority.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Matthew W

CFA®, Series 66

Fort Worth, TX

First Command Advisory Services

Matthew Wiley is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at First Command Advisory Services. He previously worked at PlainsCapital Bank for eleven years. Outside of his advisory role, Wiley serves as Treasurer and Board Member for the DFW Airport Interfaith Chaplaincy, a nonprofit organization. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and monitors model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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William M

Series 66

Edgecliff Village, TX

Principal Financial Services

William Mccants is a Series 66-licensed financial advisor with one year of industry experience, currently with Principal Financial Services. His prior experience includes roles at Merrill, Fidelity Investments, Charles Schwab, and Bank of America. He has been employed in various capacities across multiple industries, including security and retail, as well as an ongoing role at Tarrant County College since 2018. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and military personnel stationed outside the U.S. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, implementing investments typically on a discretionary basis.

Retired Founder/Business Owner
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Vincent H

Series 66

Colleyville, TX

Mercer Global Advisors Inc.

Vincent Hawkins is a financial advisor at Mercer Global Advisors Inc. with 19 years of industry experience. He holds the Series 66 designation and previously worked for Steward Financial Group, LLC for 16 years before joining Mercer Global Advisors. Outside of advising, he is a one-third owner of HESland, a commercial real estate firm, where he manages banking and finance. 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 employs a globally diversified investment approach grounded in Modern Portfolio Theory, offering a range of portfolio management and financial planning services.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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