Brady Hackfeld is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with First Command Advisory Services since 2015 and has also worked with First Command Bank since 2013. Outside of his advisory role, Brady serves as Director and Treasurer on the board of Town Church in Austin, where he oversees legal compliance and financial stewardship. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.

Emily Lopez is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses. She has five years of industry experience, including roles at Robinhood Financial, Fidelity Investments, and GM Financial. Her background also includes work outside finance at Polytechnic United Methodist Church and Texas Wesleyan University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

Turner Symonds is a Series 66-licensed advisor at Kestra Advisory with three years of industry experience. Prior to joining Kestra Investment Services LLC, he worked at the University of Texas at Austin and Fort Worth Country Day School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes sovereign wealth funds and large institutional investors.

Blace Albert is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. He previously served two separate terms in the U.S. Army before beginning his career at First Command in 2020. Outside of his advisory role, he serves on the boards of the Rotary Club of Fleming Island and Operation New Uniform, a nonprofit focused on assisting veterans transition to civilian careers. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding 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.

Nehemiah Jefferson is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 licenses. He has prior experience as a tax attorney at Esquire Tax Firm Americas Tax Attorney Carrington, where he worked for nine years before joining Schwab in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Jamie Bartels Giddings is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at First Command and its affiliated entities since 2008. She is also the owner of Island in the Sun, Inc., a business established to operate First Command activities. 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 to design and monitor model portfolios and third-party managers.

Domonique Lockridge is a CFP® with four years of industry experience, currently serving as a financial advisor at Empower Advisory Group. Prior to joining Empower, Lockridge held positions at Goldman Sachs & Co. LLC and Purshe Kaplan Sterling Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates, and recommends investment lineups selected by plan sponsors within its extensive affiliated network.

Mark Anthony Claudio is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served 23 years in the United States Army. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Christopher Leyda is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and Charles Schwab & Co., Inc. He also has experience in education and entrepreneurial activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily through the Schwab Wealth Advisory program, serving clients with annual reviews and investment recommendations across various asset classes while leaving final trading decisions to clients.

Callie Rainwater is a financial advisor with Schwab Wealth Advisory and holds a Series 66 credential. She has four years of industry experience, including roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of her advisory work, she is a co-owner and managing member of Rainwater Geospatial LLC, where she oversees accounting and legal compliance. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standardized asset allocation models and Schwab research tools. The firm primarily serves clients with wealth management education, retirement planning, and investment recommendations while leaving final trading decisions to the clients.

Ronald Regan is a Certified Financial Planner® with 26 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, where he has worked since 2022. Prior to that, he held roles at TD AMERITRADE and Fidelity Brokerage Services. He serves as Co-Chair of the Dallas Chapter of the Market Technicians Association, organizing monthly events and managing communications. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations that leverage Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit of Charles Schwab, with advice delivered through client-directed investment decisions rather than discretionary management.

Andrew Wood is a financial advisor with Goldman Sachs Wealth Services in Irving, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, delivering services through various tailored programs such as Executive Wealth and Private Family Office support.

Esteban Velez Rios is a financial advisor at First Command Advisory Services with Series 63 and Series 65 qualifications and one year of industry experience. His prior work includes roles at First Command Insurance Services, First Command Brokerage Services, the United States Department of Agriculture, Ernst & Young, and other firms. 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, offering model portfolios built from mutual funds, ETFs, and third-party managers.

Millicent Holmes is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Zeiders Enterprises, Inc. and Comprehensive Partners, LLC, as well as running Holmes Business Analytics for over a decade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews and investment recommendations using Schwab's proprietary research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

William Haynes is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. He has been with First Command since 2010. 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 third-party manager selections.

Frederick Ehinmiakhena II is a financial advisor at Eagle Strategies (New York Life) in Southlake, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Mass Mutual and Northwestern Mutual, spanning various capacities from 2015 to 2023. He is also involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, offering financial planning, investment management, and advisory services. The firm emphasizes tailored solutions and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Malzberg is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Chase Bank, The Vanguard Group, and Bank of America. His background also includes roles outside traditional finance, such as employment with DoorDash and the New York Yankees. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm utilizes Schwab's proprietary research tools and standard asset allocation models, with clients retaining final trading decisions while receiving guidance from advisors.

Aniyah Gibbs is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Schwab, she held roles at United Specialty Advertising, Florida Financial Advisors DBA Texas Financial Advisors, and Kula Sports Performance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations through Schwab’s asset allocation models and research tools.

Kevin Richardson is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes positions at TD Ameritrade and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Kori Bean is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with First Command since 2008. Outside of her advisory role, she is the sole proprietor of a business creating yoga- and mindfulness-related products and game accessories sold on Amazon. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and monitor model portfolios and third-party manager selections.