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.

Bradley Reese is a CFP®, ChFC®, and Series 66 licensed advisor with 21 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has prior experience at Charles Schwab and Co., Inc. and TD Ameritrade Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not provide discretionary portfolio management.

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 at First Command Advisory Services with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Financial Engines Advisors L.L.C., SCOTTRADE, Inc., and Wells Fargo 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 various wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

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 financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Envoy Advisory Inc. and Odyssey Wealth Management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, estates, corporations, charitable institutions, and other 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 tailored to each client’s investment profile.

Lydia Geisler is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds the Series 66 and Series 63 designations. Her work history includes roles at Charles Schwab Bank and Charles Schwab, spanning over a decade. Outside of her advisory role, she manages a rental property in Carrollton, Texas. 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, retirement and planning discussions, and investment recommendations utilizing Schwab’s research tools and standard asset allocation models.

William Nelson is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including roles at Hilltop Securities Inc. from 2016 to 2025 and currently at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm utilizes a variety of investment strategies through proprietary and third-party models, supporting a wide range of account types and investment options.

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 33 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he has interests in aircraft ownership through several LLCs and holds a minority stake in a Tropical Smoothie Cafe franchise. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and consulting services. The firm employs a range of strategies using both proprietary and third-party managers, supported by ongoing monitoring and account reviews.

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 with First Command Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining First Command, Sirvid worked at Bank of America and Amedisys Home Health. 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 that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Brooke Heidelbaugh is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She previously worked at Buckingham Strategic Wealth, LLC and has a background in education at Texas A&M University and Trinity Christian Academy. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, retirement plan, and financial counseling services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis and integrates a broad set of affiliated service companies and product relationships.

Xin Hao is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., having joined in 2024 after eight years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. Xin Hao holds Series 63 and Series 66 registrations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

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.

Daniel Cummins is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Bank of America Private Bank and TIAA. Outside of financial advising, he manages a residential rental property as a sole proprietor. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and delivers investment recommendations without exercising discretionary trading authority.

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® professional with 15 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2024 and previously spent 16 years at Clintsman Financial Planning and three years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and integrates multiple asset types and strategies while offering a broad range of wealth management and advisory services.

Azure Bradger is a CFP® professional with five years of industry experience, currently advising at First Command Advisory Services in Fort Worth, TX. Prior to this role, Bradger worked at Fidelity Investments and several other financial firms. 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 offers financial planning and multiple wrap-fee asset management programs combining model portfolios and third-party managers, with investment management conducted through a centralized team.

Robert Williamson is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. His prior roles include positions at Hd Vest Advisory Services and H.D. Vest Investment Securities, Inc. He has worked at First Command Financial Services since 2019. 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 that utilize model portfolios managed through a centralized Investment Management Team and Wealth Portfolio Managers.