Brian Matlock is a financial advisor at Mercer Global Advisors Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Steward Wealth Management, TD Ameritrade Institutional, WWK Wealth Advisors, LPL Financial, and Fidelity. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm focuses on globally diversified, risk-appropriate portfolios grounded in Modern Portfolio Theory and employs a mix of low-cost ETFs, index funds, direct indexing, and other strategies.

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.

Clay Jinks is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and Jojenco Holdings, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and business management. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Mitchell Randall is a financial advisor at PNC Wealth Management in Fort Worth, TX, with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining PNC, Mitchell worked at Prospera Financial Services Inc and TIAA-CREF Individual & Institutional Services, LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Christopher Pleshek is a financial advisor at Cerity Partners LLC in Fort Worth, TX, holding the PFS™ designation with one year of industry experience. His prior experience includes roles at Whitley Penn, LLP and Texas Christian University. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework that combines proprietary quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Kimberly Schwinler is a Series 66 licensed financial advisor with eight years of industry experience. She has been with First Command Advisory Services and related entities since 2017. Prior to her financial advisory career, she worked at Minot State University and Lake Region State College for over two decades combined. 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 wrap-fee asset management programs, utilizing a centralized investment management team to select and monitor portfolios built from mutual funds, ETFs, and third-party managed accounts.

Nicholas Gilewitch is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has worked with several related entities within the First Command family since 2015. Outside of his advisory role, he serves as Chief Financial Officer and Executive Producer for CG23 Films LLC, where he manages finances and oversees film production projects. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporations, 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 diversified model portfolios and third-party manager selections.

David Semonian is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at USAA Financial Advisors, E*TRADE Securities, and E*TRADE Capital Management. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from prescreened lists.

Drew Evans is a financial advisor at First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command Advisory Services and its related entities in 2026, he worked five years at The UPS Store 4740. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Jonathan Soriano is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and began his advisory career in 2026. Prior to entering the financial industry, he served in the United States Marine Corps from 2016 to 2023. 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 model portfolios and third-party managers overseen by a centralized Investment Management Team.

Becky Kruitbosch is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to her advisory roles, she worked at Wayfair for ten years. 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.

Bryce Maxson is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has worked with First Command and its related entities since 2014. Maxson is also the owner of Maxson Financial Group, LLC, where he provides full financial planning services. 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 using model portfolios managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Nicholas Purgason is a Series 65-credentialed financial advisor with eight years of industry experience at Independent Financial Partners. He has worked at Independent Financial Partners since 2018 and also serves as an assistant principal at Grand Prairie Independent School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management, supports a formal retirement-plan advisory practice, and serves individual, charitable, corporate, and high-net-worth clients.

Christie George is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and nine years of industry experience. She has worked at First Command in various advisory and financial planning roles since 2015. In addition to her primary role, she serves as President and Treasurer of CLGeorge, LLC, where she provides financial planning and advising as an independent contractor. 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 approved third-party managers.

Timothy Ryder is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Equity Services Inc and 1st Global Advisors Inc. He currently serves as Power of Attorney for his mother, Janet M. Ryder. 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 select and manage portfolios from prescreened managers and funds.

Richard Finley is a financial advisor with Kestra Advisory holding a Series 66 credential and five years of industry experience. Prior to joining Kestra, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2021 to 2025. Outside of advising, he serves as president of a personal investment LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

J Audley Marzo is a Series 66-licensed financial advisor with five years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. Prior to this, he worked at Xceed Financial Credit Union for four years. Marzo is also the owner and sole proprietor of Marzo Financial Services. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Brendan Johnson is a financial advisor with Principal Financial Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Ascension Benefits & Financial Services, CalTex Wealth Management, and Principal Life Insurance Company, among others. Outside of financial advising, he has experience working at Sky Creek Ranch Golf Club and has been involved with insurance sales and service. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Travis Pullen is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses. He joined First Command in 2026 and has prior experience serving in the US Navy since 2015, including roles in medical battalions and preventive medicine units. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and several wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.