William Brewer is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has seven years of industry experience, including roles at First Command Brokerage Services and LD Lowe Wealth Advisory. Brewer is co-owner of BFD Kennels, where he helps raise and sell K9s. 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, employing centralized portfolio management and an employee-ownership structure.

Aasha Jones is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 registrations and 11 years of industry experience. Her prior work includes roles at Charles Schwab and Wells Fargo Clearing. 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 managed by a centralized Investment Management Team using model portfolios and third-party managers from prescreened lists.

Ramon Aguirre is a financial advisor at Money Concepts Capital Corp with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Maia Wealth, Jim Poe & Associates, Inc., DTN Wealth LLC, and Charles Schwab. Aguirre is also involved in non-investment business activities as owner and managing member of DTN Wealth LLC and DTN Income Strategies LLC. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and platforms such as Envestnet.

Alexander Gido is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Westlake, TX, with one year of industry experience. He previously worked at Goldman Sachs from 2023 to 2026 and has held roles at Charles Schwab & Co., Inc. since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, advising clients through standard asset allocation models and research tools, while leaving final trading decisions to clients.

Darius White is a CFP® with eight years of industry experience and currently works at Guardian Life and Park Avenue Securities. His prior experience includes roles at Charles Schwab, The Prudential Insurance Company of America, Wells Fargo, BMO Harris, and US Bank. Outside of his advisory work, he is involved in entrepreneurial ventures including serving as President and CEO of Money Mansion DFW LLC and owning an e-commerce business, Urban Trends Outlet. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs. The firm offers both discretionary and non-discretionary advisory services and integrates proprietary and third-party investment models.

Ethan Porter is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and previously served in the U.S. Army. Prior to his financial career, he worked with All About Trees INC and attended the University of North Georgia. 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.

Thomas Karsten is a CFP®-designated financial advisor with 33 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2019. His prior experience includes roles at BD4RIA, Inc., Triad Advisors Inc., and his own firms, Karsten Advisors and Karsten Financial Services. Outside of his advisory work, he is involved in multiple real estate investment and management ventures. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Daniel Brown is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. from 2017 to 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, using a centralized Investment Management Team to design and manage model portfolios and third-party managers.

Joan Alexandre is a financial advisor with Kestra Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Kestra in 2020, Alexandre worked at Avantax Investment Services and 1st Global Advisors, among other roles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employs multiple management platforms, serving both typical and large institutional investors, including sovereign wealth funds.

Yuanxi Su is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 credentials and seven years of industry experience. Prior to joining Schwab Wealth Advisory in 2023, Su worked at Charles Schwab from 2018 and Montana West Inc. from 2016 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm focuses on annual reviews and investment recommendations while clients retain final trading decisions.

Scott Neuendorf is a CFA® charterholder with 17 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm manages a range of equity, fixed income, and balanced portfolios through fundamental, bottom-up analysis and oversees approximately $31.5 billion in regulatory assets.

George Robinson is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at Nationwide Securities, Inc., Nationwide Financial Network, LPL Financial, and First Command Brokerage Services. Outside of financial advising, he owns and operates Shadowbox Photo Booth, a photo booth rental business. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened managers and model portfolios.

Rachel Hallowell is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has worked primarily within various First Command entities since 1999, with brief tenures at Murdock Banner Financial Group and Cetera Advisors LLC. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.

James Wall is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to this, he held roles at KLIFE Ministries, Pinewood Resources, Jetstream Royalty Partners, Rock Ridge Royalty, and Lockheed Martin. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Jesse Vega is a financial advisor at Schwab Wealth Advisory with Series 63 and 65 credentials and four years of industry experience. His prior roles include positions at Paradigm Advisors LLC, Portfolio Advisors, Inc., and Wells Fargo. Outside of finance, he has experience in education and operated a local escape room business. Schwab Wealth Advisory, Inc. 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 the Schwab ecosystem and does not directly charge clients fees.

Thomas Rush is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding the CFP® and ChFC® designations with 41 years of industry experience. He has been associated with various entities within the First Command group since 1984. Outside of his advisory work, he is the owner and president of IHG, Inc., a business he has managed since 1984. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporations, and charitable clients, with a particular 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 design and manage model portfolios using mutual funds, ETFs, and third-party managers.

Wesley Sorensen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Principal Life Insurance Co, and Householder Group Estate & Retirement Specialists. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and a range of program offerings such as financial planning, asset management, and specialized retirement plan consulting.

Shawn Mooring is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Charles Schwab, Robinhood Markets, Robinhood Financial, and TD Ameritrade. Outside of his advisory work, he is a member of Amarrage CO. LLC, a retail business connected to his wife’s candle sales and wedding planning services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients.

Zackery Holley is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Manning & Napier Advisors, Sealy Investment Securities, White River Private Capital Management, Inland Securities Corporation, and Griffin Capital Securities. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Donald Bescher III is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Merrill and Bank of America. He has been with Truist Advisory Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.