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 at Osaic Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Triad Advisors. Outside his role at Osaic, Shields serves as a director of Morgan Capital Solutions, LLC, an investment advisory firm. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment solutions, including representative-managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments and donor-advised funds.

Kenneth Russell IV is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2017 and joined Schwab Wealth Advisory Inc. in 2026. Outside of his financial career, he has provided private tennis lessons to individuals in his community. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s guidance includes asset allocation and investment selection based on Schwab’s internal research and models, with client trades executed only upon authorization.

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.

Christopher Baker is a CFP® with 10 years of industry experience, currently affiliated with Cetera Planning Partners in Dallas, TX. His prior experience includes roles at Northwestern Mutual Investment Services, LPL Financial, Morgan Stanley, and Merrill. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering comprehensive financial planning, investment management, Social Security optimization, and retirement advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, with an investment process that emphasizes diversified mutual fund and ETF allocations tailored to clients’ objectives and risk tolerance.

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.

Jonathan Kluck is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has one year of experience in financial services and previously served 25 years in the United States Army followed by five years at Amazon Web Services. He is also affiliated with the Adams Five Star School District. First Command Advisory Services 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Gerardo Calderon is a CFP® professional with 11 years of experience in the financial industry. He is currently with Schwab Wealth Advisory and Charles Schwab, having previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Calderon serves as a board member for Junior Achievement of the Chisholm Trail, a nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, utilizing Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on individual goals and risk tolerance.

Katherine Hansen is a CFP®, ChFC®, and Series 66-licensed financial advisor with 14 years of industry experience, all with First Command Advisory Services in Fort Worth, TX. She operates an eBay business selling vintage toys, books, and household items. 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 a range of wrap-fee asset management programs through a centralized investment management team that selects and monitors model portfolios and third-party managers.

Marianne Carter is a financial advisor with Sanctuary Advisors, LLC in Fort Worth, TX, holding the ChFC® designation along with Series 65 and Series 66 licenses. She has 28 years of industry experience, including roles at Securities America Advisors and National Planning Corporation. Outside of her advisory work, she serves as President of the Chadwick Shores Homeowners Association. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients through a network of over 400 independent advisers. The firm offers various portfolio management solutions, retirement plan consulting, and employs multiple analytical approaches, functioning as a fiduciary when advisory agreements are in place.

Tracy May is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, including over a decade with First Command. Outside of her advisory work, she serves as a trustee handling leasing and maintenance activities for a residential property. 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.

Alan Wesenberg is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command Advisory Services since 2015. Prior to this, he worked with affiliated entities First Command Brokerage Services, Inc. and First Command Insurance Services, Inc. since 2014. 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, using a centralized Investment Management Team to design and manage model portfolios and third-party manager selections.