Karyn Wejemark is a financial advisor at First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has recently entered the industry. Her prior experience includes roles at First Command Insurance Services and First Command Brokerage Services, as well as work with the Turn the Tables Foundation. 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, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Alysia Park is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds the Series 66 designation and previously worked at United Capital Financial Advisers from 2017 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm offers integrated services that combine proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

Jay Bartley is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Bartley serves on the board of Community Healthcare of Texas, a nonprofit hospice organization. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various account-level services such as lending solutions and donor-advised funds.

Laura Lightbourn is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Schwab, she worked at Aquakids and SwimPro, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, investment recommendations, and wealth management education, with advice delivered through standard Schwab asset allocation models and research tools.

Alexander Lee is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab, he held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Equitable Advisors. His early career includes positions in education and tutoring. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on model-based advice without discretionary trading authority.

Justin Mourning is a CFP®-certified financial advisor with six years of industry experience, currently with Schwab Wealth Advisory, Inc. He has previously worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and Westwood Wealth Management. Mourning holds the Series 65 and Series 63 licenses. 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 consultations, and investment recommendations through Schwab’s research tools and standard asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly, differentiating it from many enterprise wealth managers.

Edmund Job is a CFP®-certified financial advisor with 21 years of industry experience. He is currently affiliated with Schwab Wealth Advisory, where he has worked since 2021. Prior to that, he spent nine years at TD Ameritrade Investment Management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and focuses on providing annual financial reviews and investment recommendations without exercising discretionary trading authority.

Thomas Finneran is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. He has served in the United States Air Force and is co-owner of Aquila Gin, a craft gin business. He is also the author of a published e-book. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Robert Brown is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a large network of independent investment adviser representatives using various investment approaches and account types.

Billy Ramsey is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. He has worked exclusively within the First Command organizations since 2019, following a decade as a homemaker prior to entering the financial sector. 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, employing a centralized Investment Management Team to design and manage model portfolios using a range of mutual funds, ETFs, and third-party managers.

Angela Etheridge is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she served six years in the United States Air Force. 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 comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Lacey Sarafin is a financial advisor at First Command Advisory Services with one year of industry experience. She holds a Series 66 designation and has worked in various roles including positions at Scandinavian Designs furniture and Brillen Voigt Optiker prior to joining First Command. First Command Advisory Services, Inc. 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 using a prescreened selection of funds and third-party managers.

Lancer Hopkins is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to his advisory career, he served 22 years in the U.S. Army. Hopkins has also worked across several entities within First Command since 2023. 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 through a centralized investment team and wealth portfolio managers.

Erica Brown is a CFP® with 21 years of industry experience, currently serving as a financial advisor at First Command Advisory Services since 2015. She has been associated with the First Command organization since 2007. 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, employing a centralized Investment Management Team to select and monitor portfolios and third-party managers.

Michael Rodgers is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with First Command Advisory Services since 2015 and also affiliated with First Command Financial Planning Inc. since 2013. 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 featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Osswald is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Charles Schwab & Co., Inc. and First Security Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, conducting at least annual account reviews while leaving final trading decisions to clients.

Edward Ittner Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at Brokers International Financial Services, LLC and NEXT Financial Group. He owns Fundamental Value Analytics, a research business focused on stocks, bonds, and macroeconomics. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets and offers portfolio management, financial planning, and various investment program options.

Mark Wakeley is a CFP® with 39 years of industry experience, currently serving as an investment advisor at Cerity Partners LLC since 2019. His prior roles include positions at Karsten Advisors, Triad Advisors, and a long tenure at H.D. Vest Advisory Services and H.D. Vest Investment Services. He also operates Wakeley Financial Services, which provides tax preparation and brokerage services. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Robert Concessio is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. His career includes roles at Transamerica Financial Advisors, World Financial Group, and Debtmerica Relief. 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 that utilize model portfolios and a centralized investment management team to select and monitor investments.

Jerry Williams is a financial advisor with Lincoln Investment in Arlington, TX, holding over 56 years of industry experience. He has worked with Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. In addition to his advisory role, he is involved in insurance sales and service for fixed and life products through Williams Financial Position. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, utilizing a mix of in-house and third-party investment strategies managed by an Investment Management & Research team.