Jeremy Ball is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and has served in various capacities within First Command since 2019. Ball is also a Naval Reserves Officer, affiliated with the U.S. Navy since 2019, with prior active duty service from 2005 to 2019. He operates BALL FINANCIAL GROUP LLC, a management company for his business operations. 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 utilizing model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

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 licenses and has worked at Mercer Global Advisors since 2023, previously serving roles at Steward Wealth Management and TD Ameritrade Institutional. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, using diversified portfolios with low-cost ETFs, index funds, and other strategies, and offers specialized advisory, educational content, and integrated service lines across its enterprise.

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 four years of industry experience. He holds a Series 65 designation and has worked at Buckingham Strategic Wealth, LLC and Jojenco Holdings, LLC prior to joining his current firm. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Mitchell Randall is a financial advisor with PNC Wealth Management in Fort Worth, TX, holding Series 66 and Series 63 licenses and having three years of industry experience. Prior to joining PNC, he worked at Prospera Financial Services and TIAA-CREF Individual & Institutional Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that applies algorithm-driven risk assessments to manage investments via 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. He has been with Cerity Partners since 2021 and previously worked at Whitley Penn, LLP and Texas Christian University. 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, with a focus on diversified asset allocation and customized portfolios.

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.

Vishwas Singh is a financial advisor with Goldman Sachs Wealth Services in Irving, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes multiple roles within Goldman Sachs and prior positions related to academic and engineering organizations. Goldman Sachs Wealth Services offers financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutions, utilizing strategic allocation models and access to a broad range of affiliated capabilities across the Goldman Sachs platform.

Scott Miracle is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab & Co., Inc., TD Ameritrade, Inc., United Parcel Service, and DeSoto Fire Academy. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across various asset classes using Schwab's research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Joshua Woodring is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at TD Ameritrade and Charles Schwab & Co. Outside of his advisory role, Woodring is a passive investor in True Vine Brewing and engages in land development activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual reviews, planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools.

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.

Jonathan Soriano is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has recently transitioned from military service, including four years with the United States Marine Corps. Prior to joining First Command, he held positions within First Command Brokerage Services and First Command Insurance Services. First Command Advisory Services is an SEC-registered 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.

Becky Kruitbosch is a financial advisor at First Command Advisory Services in Fort Worth, TX, with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wayfair for ten years before joining First Command. First Command Advisory Services is an SEC-registered firm serving individuals, corporations, 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 that utilize centralized portfolio management and approved third-party 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.

La Darius Wilkerson is a financial advisor at Schwab Wealth Advisory with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Amicus Financial Advisors, Charles Schwab & Co., Inc., Northwestern Mutual, and Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual 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, serving primarily individual clients without discretionary trading authority.

Nicholas Purgason is a financial advisor with Independent Financial Partners, holding a Series 65 credential and bringing eight years of industry experience. He has been with Independent Financial Partners since 2018 and also serves as an assistant principal at Grand Prairie Independent School District. Independent Financial Partners is an enterprise firm providing investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving a diverse client base and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Sean Linder is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and bringing 10 years of industry experience. He has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Service LLC, and Allstate Insurance Co. He is based in Westlake, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools while leaving final trading decisions to 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.