Cedric Thrash II is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has recently transitioned from military service, having served in the U.S. Air Force from 2016 to 2026. 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 a range of wrap-fee asset management programs utilizing model portfolios and third-party managers chosen by a centralized Investment Management Team.

De Anna Moore is a financial advisor at First Command Advisory Services with 24 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and has worked at firms including Cetera Investment Services, LPL Financial LLC, and Cardinal Capital Associates. She is based in Fort Worth, TX. 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.

Jerad Houser is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with First Command in various capacities since 2014. Outside of his advisory role, Houser was the owner of Houser Woodworking for 17 years and currently manages Southern Gumption Financial LLC. 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, delivering investment management through a centralized team that selects and monitors model portfolios and approved third-party managers.

Timothy Schuler is a financial advisor at Schwab Wealth Advisory with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Charles Schwab, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools. The firm’s services emphasize client authorization for trades and tailored recommendations based on individual goals and risk tolerance.

Justen Smith is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His prior work includes roles at Charles Schwab, Massachusetts Mutual Life, Aflac, and involvement with the UIC Forum and University of Illinois. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Kadri Lindemann is a CFP® and ChFC® with eight years of industry experience, currently serving at First Command Advisory Services in Fort Worth, TX. She has held multiple roles within the First Command family of companies since 2018 and was previously employed at Moody AFB Non-Appropriated Funds. Outside of her advisory work, Lindemann is an owner of KLRD Cactus & Coast, LLC, a non-investment business formed for occasional home rental liability coverage. First Command Advisory Services, Inc. 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 various wrap-fee asset management programs utilizing model portfolios and third-party managers approved by a centralized Investment Management Team.

Houston Heck is a CFP® professional at Schwab Wealth Advisory with two years of industry experience. Prior to his current role at Schwab, he operated Heck Mowing Services for several years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s services focus on asset allocation and investment selection using Charles Schwab’s standard models and research tools, with tailored recommendations based on client goals and risk tolerance.

Quiana Davis is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Edward Jones, Robinhood Financial, TD Ameritrade, and Scottrade. Outside of advising, she works as a delivery driver for Uber Eats and DoorDash. 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, employing a centralized investment management approach with discretionary authority granted by clients.

Patrick Norambuena is a financial advisor at PNC Wealth Management in Irving, TX, holding a Series 66 designation with five years of industry experience. His previous roles include positions at Bank of America, Merrill, and The Prudential Insurance Company of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees, using algorithm-driven risk assessment and third-party portfolio management.

Alejandro Barrera is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation. The firm’s approach involves algorithm-driven risk assessment and uses third-party strategists to manage investments primarily in mutual funds and ETFs, with annual rebalancing.

Christopher Cavazos is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked at Goldman Sachs Personnel Financial Management since 2019 and served in the Texas Army National Guard since 2018, following prior service in the South Carolina Army National Guard and a five-year period at The Citadel, Military College of South Carolina. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers a range of tailored services, leveraging its integration within a large financial group to deliver comprehensive wealth management solutions.

Michelle Dees is a financial advisor with Truist Advisory Services in Fort Worth, TX, holding the Series 66 designation and bringing 14 years of industry experience. She has worked at Truist Advisory Services since 2021, following roles at BB&T Securities and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Campbell Warren is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. Prior to his current role, he has held positions at Mariner Wealth Advisors and has experience working at Barred Owl Butcher and Table as well as La Bodega. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and family office capabilities.

Kevin Baumhart is a CFP® with 10 years of industry experience. He is currently with Schwab Wealth Advisory and previously worked at Fidelity Investments and Cresset Asset Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, focusing on personalized asset allocation and investment selection without discretionary trading authority.

Joanne Bolden is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various firms including Charles Schwab and The Vanguard Group. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and research tools.

Anish Bamne is a financial advisor at Schwab Wealth Advisory holding Series 63 and Series 66 registrations, with two years of industry experience. He has worked at Schwab in various capacities since 2022 and has prior experience at The Heico Companies and Spanera LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using proprietary asset-allocation models and research tools. The firm emphasizes tailored recommendations without discretionary trading authority and operates on a large scale with formal compliance measures and unique affiliations within the industry.

Debora Clark is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked with Eagle Strategies since 2018 and with New York Life and its affiliated broker-dealer since 2003. Outside of her advisory work, she serves as the organist for Trinity Episcopal Church, a role she has held for over 40 years. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and plan sponsors. The firm delivers tailored advice through various program types, with a significant focus on non-discretionary assets and fiduciary responsibilities for retirement investors.

Tiffany Clark is a CFP® professional with nine years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has held various roles within Charles Schwab entities since 2015. 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 and selected Charles Schwab & Co.-referred clients. The firm’s advice is guided by Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations with at least annual reviews.

Rebecca Sizelove is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. She has held positions at Charles Schwab & Co., Inc., Charles Schwab Bank, J.P. Morgan Securities LLC, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach emphasizes tailored recommendations based on asset allocation models and internal research, with trades executed only upon client authorization.

Douglas Giddings is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior experience includes eight years at Merrill and he has been with First Command Financial Services since 2019. Outside of his advisory role, he is also a musician and freelance videographer, owning businesses that provide music for events and video production services. 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 investment management delivered through a centralized team that selects model portfolios and third-party managers from prescreened lists.