Jacob Norrell is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He began his career in the financial industry in 2026 following several years of service in the United States Air Force. 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 multiple wrap-fee asset management programs using centrally managed model portfolios and approved third-party managers.

Rhonda Foster is a CFP® and ChFC® with 23 years of industry experience. She has been with GWN Securities Inc. since 2014. Outside of her advisory role, she is the owner of RB Wealth Management, LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs including traditional and active investment strategies.

Donald Bescher III is a financial advisor with Truist Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at BB&T Securities, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

Andrea Gustafson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She previously worked at Fidelity before joining Charles Schwab and Schwab Wealth Advisory. Outside of her advisory role, she serves on the board of the nonprofit organization GallantFew and owns My Social Secretary, a website focused on event planning and organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm employs asset-allocation models and internal research tools to tailor recommendations with annual reviews, and its services include guidance on mutual funds, ETFs, separately managed accounts, and alternative investments.

Victoria Wood is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co. and Fidelity Investments. 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. The firm’s guidance is based on Schwab’s asset allocation models and research tools, offering tailored recommendations reviewed at least annually.

Matt Magee is a CFP® professional affiliated with Sanctuary Advisors, LLC in Fort Worth, TX, with five years of industry experience. His career includes roles at Sanctuary Securities, Inc., WPWealth LLP, Frost Insurance, and Call Box. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers portfolio management through various programs and employs multiple analytical approaches, operating both onshore and offshore with fiduciary responsibilities under written advisory agreements.

Amy Marsh is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and nine years of industry experience. Her career includes roles at multiple First Command entities since 2017, as well as earlier experience at Rockwood Family and North Park University. 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 using model portfolios and approved third-party managers.

Brian Bisdorf is a financial advisor with Commonwealth Financial Network in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. His prior work includes 11 years at Edward Jones before joining Commonwealth in 2019, followed by Cedarwood Financial Partners in 2025. Outside of advisory roles, he is co-owner of Bisdorf & White Custom Homes, LLC, a residential real estate management entity, and serves as a consultant for land development companies. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, enabling advisors to manage portfolios through discretionary models and customized investment solutions.

Charles Still is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds the Series 66 designation and has worked at several affiliated entities of First Command since 2016. 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 model portfolios constructed and managed by an internal Investment Management Team and Wealth Portfolio Managers.

Reeder Mengwasser is a financial advisor at First Command Advisory Services with a Series 65 designation and four years of industry experience. He previously worked at First Command Financial Services for seven years and attended Texas A&M University. 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, using a centralized investment team to manage portfolios and select third-party managers from approved lists.

Shawn Mc Guire is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and also has experience with Charles Schwab & Co., Inc. dating back to 2021. Prior to his financial services career, he worked in retail and food service roles. 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 investment guidance is based on proprietary asset-allocation models and internal research, with client approvals required for all trades.

Aisha Rada is a financial advisor at Kestra Advisory with nine years of industry experience and holds a Series 66 designation. Her prior work includes roles at Ameriprise, Robert Baird & Co., JPMorgan Chase Bank, and J.P. Morgan Securities. She has also been involved with entrepreneurial ventures such as Livenomadik, LLC and Hip Chic Boutique. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party managed solutions, serving a broad client base that includes large institutional investors.

Peter Mars is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Mass Mutual Investors Services, LPL Enterprise LLC, and Prudential Insurance Company of America. Outside of advisory work, he is involved with Kingdom Kulture Ministries and operates a consulting firm focused on coaching and fitness. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers using prescreened model portfolios and third-party managers.

Sarah Weinbaum is a financial advisor at First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has been with the firm and its affiliated companies since 2025. Outside of finance, she owns and operates a vending-style business, Glitter Girl Games and Amusements, and is a licensed massage therapist with over a decade of experience. 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 using model portfolios and third-party managers selected by a centralized Investment Management Team.

Joseph Stroud is a financial advisor with Empower Advisory Group in Keller, TX, holding Series 66 and Series 63 licenses and 18 years of industry experience. His work history includes roles at Empower Financial Services, Castle Placement, BT84 Group, and Fidelity Investments. 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 retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Seth Frank is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to his advisory career, he served 30 years in the U.S. Air Force. 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 multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Jeremy Ball is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and has served in various capacities within First Command since 2019. Ball is also a Naval Reserves Officer, affiliated with the U.S. Navy since 2019, with prior active duty service from 2005 to 2019. He operates BALL FINANCIAL GROUP LLC, a management company for his business operations. 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 model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Ashley Butler is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and seven years of industry experience. She has been with First Command Financial Planning, Inc. since 2018 and previously worked at First Command Financial Services from 2015 to 2018. Outside of her advisory role, she is involved in ranch operations as the managing partner of West 98 Ranch 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 offers financial planning and multiple wrap-fee asset management programs, using a centralized investment management team to design and manage model portfolios and select third-party managers.

Joseph Freiesleben is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to his advisory role, he served 23 years in the United States Air Force. In addition to his financial work, he officiates high school and collegiate baseball games as an umpire. 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, managing portfolios through a centralized team that selects model portfolios and third-party managers from approved lists.

Mitchell Randall is a financial advisor at PNC Wealth Management in Fort Worth, TX, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at TIAA-CREF Individual & Institutional Services, Charles Schwab, and Prospera Financial Services. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account offered as an invitation-only pilot to employees. The firm uses algorithmic risk assessments to guide investment models executed via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third-party strategists.