William Bartels III is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and bringing 19 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with First Command Financial Planning Inc. since 2006. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and third-party managers.

Gina Deutsch is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with Schwab Wealth Advisory Inc., having joined in 2025, and previously worked at USAA in various financial planning and investment roles from 2011 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset types. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and research tools while leaving final trading decisions to clients.

Juan Garcia is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Prior to his advisory career, he was employed at The Cheesecake Factory for six years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Lucas Lopez Acevedo is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials. He began his career at First Command in 2026 and has prior experience serving in the U.S. Army. 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 featuring model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Michael Hager is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. He served in the United States Marine Corps for 21 years prior to joining First Command’s advisory and brokerage services firms. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a special 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, emphasizing in-person financial coaching and a distinctive employee-ownership structure.

Sean Britt is a CFP® professional with 13 years of industry experience, currently affiliated with Schwab Wealth Advisory in Westlake, TX. His career includes roles at Charles Schwab, JPMorgan Securities, and Merrill. Outside of his advisory work, he teaches education classes related to the CFP designation through Zahn Associates, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm performs annual financial reviews and offers investment recommendations, while final trading decisions remain with clients.

Jeffrey Paladini is a CFP® with 24 years of experience in the financial advisory industry, currently with Cerity Partners LLC since 2019. His prior experience includes roles at Arkadios Capital, BD4RIA, Inc., Triad Advisors Inc, and Karsten Advisors. Outside of his advisory work, he is involved in a construction company in Colorado as a one-third owner. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management with an emphasis on diversified asset allocation, combining proprietary quantitative screening and third-party managers, along with a range of services such as financial planning, tax and insurance support, and access to alternative and private-market investments.

Zachary Gregory is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo, Chase Bank, and Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, 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 act as a discretionary portfolio manager.

Charles Spencer is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his current role, he worked at Amazon and Shipt and has served as a college advisor helping students with SAT preparation and college applications. He also volunteers as an instructor for a virtual retirement education course through the University of Alaska Fairbanks. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor portfolios.

John Rooney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Commonwealth Equity Services since 1988. Outside of his advisory role, he serves as a trustee and power of attorney for family members in non-investment related matters. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction and providing managed model portfolios through its Investment Management and Research team.

Stephanie Schuller is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior experience includes roles at Avantax Investment Services, Cetera, and Farpointe Wealth Advisors. 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 oversee model portfolios and select third-party managers.

Michael Bunting is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with First Command and its related entities since 2005. Outside of advising, he is president of MD Bunting Inc., a company related to his financial advisory work. 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, providing investment management through a centralized team that selects model portfolios and approved third-party managers.

Alexa Tizon is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2022. Prior to her current role, she held positions in healthcare and education-related organizations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations across various asset classes, while clients retain final trading decisions.

Robert Milmore is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently affiliated with First Command Advisory Services and serves as president of Milmore Advisory Group. Additionally, Milmore holds a military officer position in the US Army Reserves, where he is involved with USSPACECOM CHoPS; J3. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Yareli Roudybush is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 licenses. She has two years of industry experience and previously worked at Wells Fargo, Alaska USA, and other financial service firms. First Command Advisory Services, Inc. primarily 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 through a centralized investment team and wealth portfolio managers.

Alexandria Reyes is a financial advisor with Schwab Wealth Advisory and holds a Series 66 credential. She has six years of industry experience, including roles at Charles Schwab & Co., J.P. Morgan Securities, Merrill, and Bank of America. Reyes's background also includes work at Texas Women's University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its advisory services.

Manuel Cruz is a Certified Financial Planner® with five 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 Raymond James & Associates, Deloitte LLP, American National Bank, and served six years in the U.S. Air Force. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools, delivering advice while leaving final trading decisions to clients.

Hunter Anderson is a financial advisor with Kestra Advisory in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Kestra Investment Services, Chevron, and experience in the hospitality and event staffing sectors. Hunter has also been involved with Trinity Event Staffing for several years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and manages diverse investment platforms with a range of client types, including large institutional investors.

David May is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. Outside of his advisory role, he serves as a director for Upland Software, Inc. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory, model portfolio services, and financial planning. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages approximately $31.5 billion in assets.

Jordan Patterson is a CFP®, ChFC®, and Series 66-licensed advisor with 11 years of industry experience, currently with First Command Advisory Services. He has been with the firm and its affiliated entity, First Command Financial Planning, Inc., since 2014. The firm primarily serves individuals, corporate, and charitable clients with a particular focus on active-duty service members and their families. First Command Advisory Services offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.