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 four 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 career in finance, he was a professional golfer and also spent five years at the Law Office of Gary L Nickelson. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, direct security selection, and access to alternative and private market solutions.

Kade Christensen is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc. in 2026, he worked at The Vanguard Group, Inc. for three years. 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, using asset-allocation models and research tools developed by Charles Schwab & Co.

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 Series 66-licensed financial advisor with First Command Advisory Services in Fort Worth, TX, bringing six years of industry experience. He has worked with multiple divisions of First Command since 2020 and serves as a Civil Engineering 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, utilizing a centralized Investment Management Team to 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® professional with 12 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. Their career includes roles at Charles Schwab & Co., Quasar Distributors, Capital Advisors, and Fidelity. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to deliver tailored recommendations, with trades executed only upon client authorization.

Juan Amaya Acero is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has one year of industry experience and has worked at Charles Schwab and Schwab Wealth Advisory since 2024. Prior to his advisory career, he gained experience in the restaurant and insurance industries and spent significant time dedicated to full-time education. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and internal research tools.

Christopher Quintana is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has three years of industry experience, including roles at Charles Schwab and Schwab Wealth Advisory. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations guided by Charles Schwab’s asset-allocation models and internal research tools. The firm emphasizes client authorization for trades and offers tailored recommendations reviewed at least annually.

Robert Christiansen Jr. is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and two years of industry experience. Prior to his advisory role, he served 26 years in the United States Air Force. Outside of his financial advisory work, he buys and sells comic books as a retailer operating from his primary residence. 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 wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

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 been with First Command and its affiliated entities since 2025. Prior to his advisory role, Larsen served four years in the U.S. Army and has work experience in various sectors including healthcare and automotive sales. 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Benjamin Jones is a CFP® with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has held roles at several firms, including The Colony Group, Buckingham Strategic Wealth, and Raymond James Financial Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies under an enhanced open architecture framework.

Minor Wallace is a CFA® charterholder with 11 years of industry experience. He has worked at Luther King Capital Management Corporation since 2006. Luther King Capital Management Corporation serves 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 equity and fixed income strategies, and manages mutual funds, separately managed accounts, and private investment vehicles.

Peyton Burke is a CFP® and Series 66 credentialed financial advisor with two years of industry experience. He has been with Charles Schwab since 2024 and has prior experience in education at the University of Colorado Leeds School of Business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Leonard Tillman is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 licenses. He has 20 years of experience in the United States Air Force and joined First Command in 2025. First Command Advisory Services serves 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 managed by a centralized Investment Management Team.

Sean O Donnell is a financial advisor with Guardian Life based in Fort Worth, TX, holding Series 63 and Series 65 designations and having 10 years of industry experience. His work history includes tenure at both Guardian Life Insurance Company and Park Avenue Securities since 2016. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, ongoing consulting, and access to proprietary and third-party advisory programs, combining advisor-led discretionary management with model-based strategies and additional services such as integrated lending and alternative investments.

John Pilkinton is a financial advisor with Empower Advisory Group in North Richland Hills, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at USAA, Merrill Lynch, Prudential, and Bank of America. Outside of advisory work, he is co-owner of Zep Tepi Sports, which organizes youth basketball tournaments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm integrates financial planning with Empower’s administrative platforms, focusing on long-term portfolio returns, rebalancing, and clients’ savings rates.

Colton Diehm is a financial advisor at Schwab Wealth Advisory, holding Series 63 and Series 66 credentials with two years of industry experience. His prior work includes roles at Charles Schwab & Co. and positions outside the financial sector. 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 & Co.-referred clients. The firm’s recommendations are based on proprietary asset-allocation models and internal research tools, offering personalized guidance with trades executed only upon client approval.

Lindsey Toole is an investment advisory representative at CWM, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisor Networks, Carson Wealth Management, LPL Financial, and Northwestern Mutual Investment Management. She also works as an insurance agent selling life, disability, annuities, and long-term care products. CWM, LLC 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 serves corporate, institutional, and high-net-worth clients with services including discretionary asset management, financial planning, and retirement plan management, supported by an Investment Committee that constructs model portfolios and offers tailored solutions such as custom indexing and access to alternative investments.