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Nicholas G

Series 66

Fort Worth, TX

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Vishwas S

Series 63, Series 65

Irving, TX

Goldman Sachs Wealth Services

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.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Scott M

CFP®, Series 66, Series 63

Westlake, TX

Schwab Wealth Advisory

Scott Miracle is a CFP® professional with seven years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has prior experience at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and United Parcel Service. 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-referred clients. The firm’s approach uses proprietary asset-allocation models and research tools, offering guidance tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Joshua W

Series 63, Series 66

Westlake, TX

Schwab Wealth Advisory

Joshua Woodring is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He has previously worked at TD Ameritrade and Charles Schwab & Co. In addition to his advisory role, Woodring is a passive investor in a brewing company and engages in land development activities. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and wealth management consultations based on standardized asset-allocation models and tailored to individual client goals.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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David S

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Drew E

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Drew Evans is a financial advisor at First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command Advisory Services and its related entities in 2026, he worked five years at The UPS Store 4740. 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, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jonathan S

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Jonathan Soriano is an advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 65 and Series 63 licenses and began his financial services career in 2025. Prior to entering the industry, he served in the United States Marine Corps from 2016 to 2023. 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 provides financial planning and various wrap-fee asset management programs managed by a centralized team that selects and monitors model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Becky K

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Becky Kruitbosch is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining First Command, she worked for Wayfair for ten years. 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 wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Bryce M

Series 66

Fort Worth, TX

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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La Darius W

Series 65, Series 63

Westlake, TX

Schwab Wealth Advisory

La Darius Wilkerson is a financial advisor at Schwab Wealth Advisory, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Amicus Financial Advisors, Charles Schwab & Co., Inc., Northwestern Mutual, and Chase Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s advice is based on Schwab’s asset-allocation models and internal research tools, offering client-tailored recommendations without exercising discretionary trading authority.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Nicholas P

Series 65

Arlington, TX

Independent Financial Partners

Nicholas Purgason is a Series 65-credentialed financial advisor with eight years of industry experience at Independent Financial Partners. He has worked at Independent Financial Partners since 2018 and also serves as an assistant principal at Grand Prairie Independent School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management, supports a formal retirement-plan advisory practice, and serves individual, charitable, corporate, and high-net-worth clients.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Sean L

Series 66

Westlake, TX

Schwab Wealth Advisory

Sean Linder is a financial advisor with Schwab Wealth Advisory Inc. in Westlake, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Charles Schwab, Fidelity Personal and Workplace Advisors, and Allstate Insurance Co. Prior to joining Schwab Wealth Advisory in 2021, he worked at Fidelity Brokerage Service LLC. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is guided by internal asset-allocation models and research tools, with client authorization required for trades, and it focuses on aligning recommendations with clients’ goals and risk tolerance.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Christie G

Series 66

Fort Worth, TX

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Roshni V

Series 66

Westlake, TX

Schwab Wealth Advisory

Roshni Vasa is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Her prior work includes roles at Schwab Wealth Advisory Inc., Charles Schwab & Co., Inc., and PNC Bank. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on standard asset-allocation models and internal research tools, with reviews tailored to client goals and risk tolerance, and it operates without discretionary trading authority.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Timothy R

Series 65, Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Timothy Ryder is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63, 65, and 66 licenses and possessing 23 years of industry experience. His prior roles include positions at Equity Services Inc and 1st Global Advisors Inc. He also serves as Power of Attorney for Janet M. Ryder. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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J Audley M

Series 66

Fort Worth, TX

First Command Advisory Services

J Audley Marzo is a Series 66-licensed financial advisor with five years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. Prior to this, he worked at Xceed Financial Credit Union for four years. Marzo is also the owner and sole proprietor of Marzo Financial Services. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Robert H

CFP®, Series 63, Series 66

Westlake, TX

Schwab Wealth Advisory

Robert Harvey III is a CFP® professional with 19 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2016. He previously worked at Fidelity for nine years before joining Schwab. Schwab Wealth Advisory, Inc. provides non‑discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to individual client goals and risk tolerance.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Maxwell C

Series 66

Westlake, TX

Schwab Wealth Advisory

Maxwell Corey is a Series 66-licensed financial advisor at Schwab Wealth Advisory with one year of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab, he held roles at Cardinal Group Management and engaged in several positions related to education and community organizations. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, providing non-discretionary fiduciary investment advice and financial planning with an emphasis on asset allocation and investment selection tailored to client goals and risk tolerance.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Travis P

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Travis Pullen is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience working in various capacities within First Command since 2026. Prior to his advisory role, he served in multiple medical and preventive medicine positions in the U.S. Navy from 2015 to the present. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a long-standing emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and manages approved portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Ethan S

Series 63, Series 65

Westlake, TX

Schwab Wealth Advisory

Ethan Settle is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses. He has recently started his advisory career, with prior experience at multiple firms including Wells Fargo and Box Financial Advisors. Outside of finance, he has a background in the food service industry, having worked at Velvet Taco and Biscuit Bar. Schwab Wealth Advisory 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 approach utilizes proprietary asset-allocation models and internal research tools, delivering tailored recommendations without exercising discretionary trading authority.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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