Christopher Morrison is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at Regions Bank and Equitable Advisors. Outside of finance, he is a pipe organist. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and implements investments via approved strategies managed by PNC or third-party strategists.

Adaryan Jones is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and three years of industry experience. He previously worked at Big Insurance Group for three years and has a background that includes five years at Texas Tech. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and client savings rates through an integrated model tied to Empower’s administrative platforms.

John Auger is a Series 66-credentialed financial advisor with First Command Advisory Services in El Paso, TX, bringing three years of experience in the financial industry. Prior to his advisory career, he served in the United States Army for 25 years, retiring in 2022. 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 with a range of mutual funds, ETFs, and third-party managers.

Joshua Jalowiec is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with less than one year of industry experience. Prior to his advisory role, he served in various capacities within the U.S. Air Force, including assignments with the 26th and 566th Intelligence Squadrons and the U.S. Air Force Academy. 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 wrap-fee asset management programs using model portfolios selected and managed by an internal Investment Management Team.

Carlo Tashjian is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2022, following prior roles at Charles Schwab & Co., Inc., and other organizations including Sturgis Charter Public School and UMass Amherst. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations while requiring client authorization for trades.

Kimberly Cortez is a financial advisor at First Command Advisory Services with two years of industry experience. She holds the Series 66 designation and has worked exclusively within First Command-affiliated entities since 2021. 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.

Duane Aponte is a financial advisor at PNC Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. He has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Marcus Little Sr. is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining First Command, Marcus worked at Verizon Connect and AT&T. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Neal Shields is a financial advisor with Osaic Advisory Services, LLC and holds the Series 66 designation. He has 12 years of industry experience, including roles at Wells Fargo Advisors and Triad Advisors. Neal also serves as a director and financial advisor at Morgan Capital Solutions, LLC. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and partnerships with third-party platforms and managers.

Kenneth Russell IV is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Charles Schwab & Co., Inc. He has also provided private tennis lessons outside the investment industry. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and research tools.

Juan Sanchez is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Fisher Investments, Fidelity Investments, and USAA Financial Advisors. Sanchez is currently based in Westlake, TX. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice utilizes Charles Schwab’s asset-allocation models and internal research tools, with at‑least‑annual reviews customized to client goals and risk tolerance.

John Weitzer is a CFA® charterholder with 24 years of industry experience. He is currently with First Command Advisory Services in Fort Worth, TX, where he has worked since 2017. His prior roles include positions at Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Bank NA from 2011 to 2016. 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 that use model portfolios and third-party managers, with investment decisions made by a centralized Investment Management Team and Wealth Portfolio Managers.

Mary Elliott is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She previously worked at Merrill for 20 years and BB&T Securities for 3 years before joining Truist in 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platform arrangements and AI-enabled research tools.

Robert Wilson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at First Command Advisory Services in Fort Worth, TX. He has been with First Command Advisory Services since 2015 and has worked at affiliated First Command entities since 2013. 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, using a centralized Investment Management Team to design and monitor model portfolios and select third-party managers.

Chester Dymek III is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been affiliated with First Command Advisory Services since 2015 and also owns AllCav Finance, LLC. Outside of his advisory role, he serves as an unpaid guest instructor for ROTC programs at several universities, providing financial education and supporting related events and initiatives. First Command Advisory Services is an SEC-registered investment adviser that serves 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, utilizing a centralized Investment Management Team to design and manage portfolios with discretionary authority.

Robert Frost is a financial advisor at Schwab Wealth Advisory, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Charles Schwab & Co., Inc., Charles Schwab Bank, and TD Ameritrade. 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 investment approach is based on standard asset-allocation models and internal research, emphasizing at-least-annual reviews tailored to clients’ goals and risk tolerance.

Philip Jones is a financial advisor at VALIC Financial Advisors in Fort Worth, TX, holding a Series 66 license with four years of industry experience. His prior work includes roles at the Texas Workforce Commission from 2009 to 2021 and as an agent with Agia since 2022. Outside of advising, he co-owns several rental properties with his wife. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large advisor network.

Deborah Smith is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at Sanders Morris Harris Inc. and SMH Capital Advisors from 2011 to 2017 before joining First Command Financial Planning, Inc. in 2017. Outside of advisory work, she has been involved in an owner-financed house sale, managing records and payments for a property sold with her husband. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a long-standing 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 model portfolios and select third-party managers.

Walter May is a financial advisor with Eagle Strategies (NY Life) based in Fort Worth, TX. He holds the CFP® and ChFC® designations and has 38 years of industry experience. May has been affiliated with Eagle Strategies since 1997 and operates May Financial Solutions, LLC, which he founded in 2000. Outside of his advisory role, he is an independent ferry pilot for high-performance aircraft and serves on several community boards, including the Mid-Cities Joint Airport Zoning Board and the Boy Scouts of America. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm primarily manages assets on a non-discretionary basis and offers multiple program types tailored to individual and institutional client objectives.

Andrew Zacharias is a CFA® charterholder based in Fort Worth, TX, with 11 years of industry experience. He has worked at Luther King Capital Management Corporation since 2005. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory and model portfolio services, and serving as investment adviser to seven mutual funds. The firm employs fundamental, bottom-up analysis across multiple equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.