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Michael H
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Michael Hager is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and previously served in the United States Marine Corps for 21 years. Hager’s background includes roles across multiple First Command entities since 2024. 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 various wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Charles S
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Charles Spencer is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his current role, he worked at Amazon and Shipt and has served as a college advisor helping students with SAT preparation and college applications. He also volunteers as an instructor for a virtual retirement education course through the University of Alaska Fairbanks. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor portfolios.
Stephanie S
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Stephanie Schuller is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. Her prior experience includes roles at Avantax Investment Services, Cetera Financial Specialists, and Farpointe Wealth 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 multiple wrap-fee asset management programs built from mutual funds, ETFs, and third-party managed accounts, using a centralized investment management team to select and monitor portfolios.
Michael B
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Michael Bunting is a financial advisor with First Command Advisory Services based in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked with various entities under the First Command umbrella since 2005. Outside of his advisory role, he is president of MD Bunting Inc., a company related to his financial advisory activities. 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.
Robert M
CFP®, ChFC®, Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Robert Milmore is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently affiliated with First Command Advisory Services and serves as president of Milmore Advisory Group. Additionally, Milmore holds a military officer position in the US Army Reserves, where he is involved with USSPACECOM CHoPS; J3. 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 provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Yareli R
Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Yareli Roudybush is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Wells Fargo, Alaska USA, and the University of Arizona Global Campus. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Jordan P
CFP®, ChFC®, Series 66
Fort Worth, TX
First Command Advisory Services
Jordan Patterson is a CFP®, ChFC®, and Series 66-licensed advisor with 11 years of industry experience, currently with First Command Advisory Services. He has been with the firm and its affiliated entity, First Command Financial Planning, Inc., since 2014. The firm primarily serves individuals, corporate, and charitable clients with a particular focus on active-duty service members and their families. First Command Advisory Services offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Timothy H
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Timothy Hyde is an advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience from his current roles at various First Command entities since 2025. Hyde also serves in the United States Air Force, a position he has held since 2004. 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 provides financial planning and multiple wrap-fee asset management programs, managing model portfolios and third-party managers through a centralized Investment Management Team.
Tina C
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Tina Caddell is a financial advisor at First Command Advisory Services with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with First Command Financial Planning, Inc. since 2015. 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, utilizing centralized investment management and a prescribed selection of third-party managers.
Adrian M
Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Adrian Moon is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at First Command Insurance Services, First Command Brokerage Services, Precision Security LLC, and four years of service in the United States Army. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.
Jeremy P
Series 65
Mansfield, TX
AE Wealth Management, LLC
Jeremy Pillow is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at firms including Triumph Wealth Advisors, Inc. and Biltmore Financial Services, where he also assists in selling annuities and life insurance. Prior to his advisory career, he worked in education with Arlington ISD and Plano ISD. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses a model portfolio and direct asset management approach with discretionary models supported by fundamental, technical, and cyclical analysis.
Chalitda H
Series 66
Fort Worth, TX
First Command Advisory Services
Chalitda Hughes is a financial advisor at First Command Advisory Services with a Series 66 designation and five years of experience. Her career includes roles at multiple First Command entities since 2021, along with prior experience as a tutor and in the fitness industry. She serves as Treasurer for the Monterey Bay Spouses Club, where she manages the organization's finances. 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 using model portfolios managed by a centralized Investment Management Team.
John O
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
John Osarczuk Jr. is a financial advisor at First Command Advisory Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command-affiliated firms since 2004. Based in Fort Worth, TX, he has spent over a decade at First Command Advisory Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a strong 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 with discretionary authority under an Investment Management Agreement.
Annmarie T
Series 66
Fort Worth, TX
First Command Advisory Services
Annmarie Trombino is a Series 66-credentialed financial advisor with eight years of experience at First Command Advisory Services in Fort Worth, TX. Her career includes roles across multiple First Command entities since 2018 and prior experience in the hospitality industry. She is also the owner of Annmarie Trombino LLC, which is used solely for compensation purposes. 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 provides financial planning and wrap-fee asset management programs managed by an internal Investment Management Team using a disciplined, model-based approach.
Jacinto S
Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Jacinto Serna is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to entering the financial sector, he served 29 years in the United States Military. 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 Investment Management Team and Wealth Portfolio Managers who select portfolios and third-party managers from approved lists.
Amanda J
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Amanda Jenkins 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. Her career includes roles at First Command Brokerage Services, McDonald Partners, Raymond James & Associates, Ameriprise Financial Services, and Natcity Investments. 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.
Kayley N
Series 66
Fort Worth, TX
First Command Advisory Services
Kayley Neri is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and having nine years of industry experience. She has been with First Command in various capacities since 2017. Outside of her advisory role, she owns rental properties managed by a third party. 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.
William B
Series 66
Fort Worth, TX
First Command Advisory Services
William Barr is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 credential and six years of industry experience. He previously served seven years in the U.S. Marine Corps before joining First Command Financial in 2017. Barr is also the owner of 8412 Financial Services LLC, a separate investment-related business. 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 various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, emphasizing in-person financial coaching and employee ownership.
Nora C
Series 63, Series 66
Fort Worth, TX
Truist Advisory Services
Nora Carrillo is a financial advisor at Truist Advisory Services with 16 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Fidelity, and BB&T Securities. Carrillo is based in Fort Worth, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research tools.
Mark E
CFP®, Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Mark Ernst is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at First Command Advisory Services since 2024. He previously worked for TIAA-CREF and TIAA from 2015 to 2024. First Command Advisory Services is an SEC-registered investment adviser focusing 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 that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
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579 advisors near
76028
within the area shown on the map
Out of 400,000+ nationwide