Mark Steffe is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been with First Command Financial Planning, Inc. since 2010. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Colin Wright is a financial advisor at First Command Advisory Services with five years of industry experience and holds the Series 66 designation. His prior work includes roles at LPL Enterprise, AGIA, Valic Financial Advisors, Jackson National Life Distributors, and Allstate Insurance Company. First Command Advisory Services 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 that utilize model portfolios managed by a centralized Investment Management Team.

Jonathan Deweese is a CFA® charterholder with 13 years of industry experience. He has been with Luther King Capital Management Corporation since 2003. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers a range of services such as separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, employing a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies.

Jenny Don Carlos is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has 17 years of industry experience. Her prior roles include positions at Smh Capital Advisors, Inc. and Sanders Morris Harris Inc., where she worked for 16 years. 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 and Wealth Portfolio Managers to design and manage diversified model portfolios.

Eric Keller is a ChFC® with 26 years of industry experience, currently serving as a financial advisor at First Command Advisory Services since 2015. He is based in Fort Worth, TX. Keller holds Series 63 and Series 65 licenses and has worked within the First Command organization for over a decade. First Command Advisory Services, Inc. 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, using centrally managed model portfolios and third-party managers selected by its Investment Management Team and Wealth Portfolio Managers.

Bryan Leake is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at The Keever Group and Ameriprise Financial Services, Inc. for 16 years and has held roles at Wellspring Associates and HighTower Advisors. Leake is also involved with Biltmore Financial Services as a paraplanner, assisting in financial and retirement planning. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and businesses. The firm offers model portfolio solutions, discretionary asset management, and financial planning through a platform that integrates both internal and third-party managed models.

Stacey Tate is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. She holds a Series 65 designation and has been involved with Brookstone since 2007. Prior to her current role, she worked at American Financial Retirement Insurance. Outside of her advisory work, Tate is a health and wellness coach with Optavia. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering discretionary management via model portfolios, unified managed accounts, and separately managed accounts.

Troy Jackson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at KeyBank, Paragon One, PriceWaterhouseCoopers, University at Albany Campus Center Management, and Target. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management along with specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary and third-party analytics, and integrates resources across the broader Goldman Sachs platform.

Calli Mcbee is a financial advisor with First Command Advisory Services, holding the Series 66 and Series 63 designations and bringing 17 years of industry experience. She previously worked at Stock USA Execution Services, Inc. for six years before joining her current firm. Based in Fort Worth, TX, her career has involved roles focused on financial services and investment execution. First Command Advisory Services is an SEC-registered 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 managed by a centralized investment team, emphasizing model portfolios and approved third-party managers within an employee-owned structure.

Timothy Meyers is a financial advisor at First Command Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at First Command Financial Planning, Inc. since 2003 and its affiliate, First Command Advisory Services, since 2015. First Command Advisory Services is an SEC-registered investment adviser that serves 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 team that selects and monitors model portfolios and third-party managers.

William Edmundson is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds the Series 65 and Series 63 designations and has 12 years of industry experience. His career has been exclusively with First Command entities since 2010. 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, using a centralized Investment Management Team to design and manage model portfolios.

Jenna Blevins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Crescent Financial Services, FSC Securities Corporation, The Retirement Group, and LPL Financial. She is also a commissioned notary in Southlake, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a variety of program offerings such as financial planning, asset management, and specialized retirement plan consulting.

Mike Bui is a financial advisor with Eagle Strategies (NY Life) in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Eagle Strategies since 2012 and with New York Life Insurance Company and NYLife Securities LLC since 1998. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailoring recommendations to client objectives across multiple program types.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bill Eaton is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2007. In his current role, he partners with high net worth individuals and their families to create and implement financial plans tailored to their specific needs and goals. His approach prioritizes personal service, disciplined investment strategies, and risk management techniques. Eaton's experience at Fidelity Investments spans multiple roles, including Financial Consultant, Investment Consultant, Relationship Manager, Fixed Income Specialist, and Customer Service Associate. This breadth of experience underpins his expertise in serving clients with complex financial requirements. He emphasizes building lasting relationships based on trust and superior client service.

Judd Kearby is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials. He has been in the industry since 2022, with prior work experience spanning banking and real estate-related roles. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party sources.

Melissa Stewart is a financial advisor with Edward Jones in Duncanville, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Jack Seitz is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Prior to his advisory career, he was a student for 18 years. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Chloe Lewis is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked in various roles including event management at Crystal Oaks, where she manages and supports events at an event venue in Fort Worth, TX. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a quantitative asset-allocation approach combined with centralized due diligence. The firm’s process incorporates ESG criteria and focuses on recommending approved funds and strategies on a non-discretionary basis.

Winola Roy is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles.