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.

Alan Bridges is a CFP® professional with six years of industry experience, currently serving at First Command Advisory Services. He previously worked at J.W. Cole Advisors and Pennica Financial Group. Bridges volunteers as an Assistant Scoutmaster for Scouts BSA Boys Troop 268, a role he has held for six years. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with a particular emphasis 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.

Sarah Kim is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, she held roles at Victoria's Secret & Co. and served in the Oklahoma National Guard for eight years. 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 manage model portfolios and select third-party managers.

Thomas Karsten is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2019. His prior roles include positions at BD4RIA, Inc., Triad Advisors Inc., Karsten Advisors, Karsten Financial Services LP, and Avantax Advisory Services. Outside of his advisory duties, he is involved in managing family-related real estate investment entities. Cerity Partners advises a wide range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions through affiliated businesses.

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 at Kestra Advisory with 13 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Avantax Investment Services, 1st Global Advisors, and UBS Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on serving large institutional investors.

Yuanxi Su is a financial advisor at Schwab Wealth Advisory, Inc. with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2018 and Montana West Inc. from 2016 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Scott Neuendorf is a CFA® charterholder with 18 years of industry experience. He has worked at Luther King Capital Management Corporation since 2013 and spent five years at Hester Capital Management, L.L.C. prior to that. Neuendorf is based in Fort Worth, TX. Luther King Capital Management Corporation advises a range of institutional and individual clients, including trusts, foundations, pension plans, government entities, and private investment partnerships. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages mutual funds, separately managed accounts, and private investment vehicles.

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 Series 65 credentials and four years of industry experience. His prior work includes roles at Paradigm Advisors LLC, Portfolio Advisors, Inc., and Wells Fargo. Outside of finance, he was involved with Fresno Escape Room and Kids Footlocker. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm bases its guidance on proprietary asset allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

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 at Schwab Wealth Advisory with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Robinhood Markets, TD Ameritrade, and Texas Health Resource. Outside of his advisory role, he is a member of Amarrage CO. LLC, a retail business related to his family’s wedding planning and candle sales activities. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and one-time wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and research tools, with trades executed only with client authorization.

Jacob Norrell is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He began his career in the financial industry in 2026 following several years of service in the United States Air Force. 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 centrally managed model portfolios and approved third-party managers.

Zackery Holley is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at firms such as Manning & Napier Advisors, White River Private Capital Management, and Griffin Capital Securities. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions through affiliated businesses.

Donald Bescher III is a financial advisor with Truist Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at BB&T Securities, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Andrea Gustafson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She previously worked at Fidelity before joining Charles Schwab and Schwab Wealth Advisory. Outside of her advisory role, she serves on the board of the nonprofit organization GallantFew and owns My Social Secretary, a website focused on event planning and organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm employs asset-allocation models and internal research tools to tailor recommendations with annual reviews, and its services include guidance on mutual funds, ETFs, separately managed accounts, and alternative investments.

Damah Rankin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Wealth Enhancement Group in 2025, Rankin worked at Corda Investment Management, Goldman Sachs & Co. LLC, The Vanguard Group, Hightower Advisors, Frontier Investment Management, Capital One Investment, MML Investor Services, and MassMutual Financial Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a mixed passive and active investment approach overseen by an internal Investment Committee.