Maurice Green is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. He previously served 25 years in the United States Army and has worked in logistics and real estate. He is the owner of Build In The Green LLC, a company focused on sustainable construction and eco-friendly property development, and is also involved in Liberty Logistics Solutions LLC as Director of Operations. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Anna Beasley is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential with six years of industry experience. Her career includes roles at multiple First Command entities since 2019 and prior experience with Scott C Rainville from 2015 to 2018. She is also the owner of a farming business where she handles accounting and bookkeeping related to passive farm income. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Paladini is a CFP® with 24 years of industry experience. He is currently with Cerity Partners LLC and has held senior roles at Paladini Financial Advisors, Wealth Advisors Trust Company, and Paladini Financial Management. He is also an owner and board member of Wealth Advisors Trust Company. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets through customized wealth management services and an investment approach centered on client-specific profiles and both direct and third-party strategies.

Dustin Ferreiro is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at First Command Advisory Services and its affiliated entities since 2013. He is based in Fort Worth, TX. 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 that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Carolyn Smith is a Series 66 registered advisor with First Command Advisory Services in Fort Worth, TX. She has five years of industry experience, including roles at First Command Brokerage Services and a tutoring center prior to entering financial 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Charlene May is a financial advisor at First Command Advisory Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Command since 2018, following roles at Strittmatter Wealth Management Group, LPL Financial, and Smart & Savvy. Outside of her advisory work, she is an independent consultant with Rodan+Fields, participating in multi-level marketing of skincare products. 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, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.

David Van Der Wekken is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and 17 years of industry experience. His career includes roles at Morgan Stanley, Financial Engines Advisors, Scottrade, and various Wells Fargo entities prior to joining First Command in 2021. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

Jason Vaughn is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has prior experience at Capital One, where he worked for seven years. Vaughn has also been affiliated with various First Command entities since 2025. 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 featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Allen Kozel is a CFP® professional at Cerity Partners LLC with 11 years of industry experience. He has worked at Cerity Partners since 2021 and previously held roles at Envoy Advisory Inc., Odyssey Wealth Management, and First Allied Advisory Services, INC. He holds the Series 66 designation. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, providing customized wealth management services such as investment management, financial planning, and retirement consulting. The firm combines quantitative screening and manager selection with direct security selection and offers access to alternative and private market solutions for qualified clients.

William Nelson is a financial advisor with Guardian Life in Southlake, TX, holding Series 63 and Series 66 designations and 23 years of industry experience. His work history includes roles at Hilltop Securities Inc., Momentum Independent Network Inc., and currently Park Avenue Securities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and proprietary as well as third-party platforms.

Jayme Russell is a financial advisor at Luther King Capital Management Corporation with four years of industry experience. He holds a Series 65 designation and has been with Luther King Capital Management Corporation since 2011. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, employing a fundamental, bottom-up approach across equity, fixed income, and balanced strategies.

James Stanford is a financial advisor at &Partners with Series 63 and Series 65 credentials and over 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Outside of finance, he holds ownership interests in several aircraft ownership and leasing LLCs, as well as a minority stake in a Tropical Smoothie Cafe franchise. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches using a combination of proprietary, third-party strategies, and multiple analytical methods.

Hazel Farinas Le Page is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at several First Command entities as well as at Dejavu. 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, delivering investment management through a centralized team that selects and monitors model portfolios and approved third-party managers.

Chelcie Sirvid is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and has worked in various roles at First Command entities since 2019, as well as a prior position at Bank of America. First Command Advisory Services 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

Brooke Heidelbaugh is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds the Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC. Prior to her advisory career, she spent four years at Texas A&M University and three years at Trinity Christian Academy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Christina Slavonik is a CFP® with 17 years of industry experience. She is currently with Mercer Global Advisors Inc., where she has worked since 2024. Her previous experience includes roles at Your Financial Pharmacist Planning, Keener Financial Planning, Quest Capital Management, and Raymond James Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate accounts, and various specialized programs.

Giovanni Arellano is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has been with the firm since 2026. Prior to his current role, his background includes service in the United States Marine Corps from 2017 to 2022. 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 model portfolios and third-party managers selected by an internal Investment Management Team.

Fredrick Mesch III is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has been involved with multiple entities including Mesch Wealth Advisors and Mesch PLLC, which provides tax preparation and general accounting services. Outside of financial advising, he is engaged in managing commercial real estate and agricultural land through various ownership roles. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by offering a range of advisory programs and back-office support, including investment management, compliance, and practice management. The firm provides advisors discretion in portfolio construction and manages model portfolios through its Investment Management and Research team.

Amanda Sessler is a CFP® certified financial advisor with 15 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent 16 years at Clintsman Financial Planning followed by a year at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Azure Bradger Young is a financial advisor at First Command Advisory Services with five years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior experience includes roles at Fidelity Investments and Securities America 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 model portfolios managed by a centralized Investment Management Team.