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Melissa P

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Melissa Pyle is a financial advisor at First Command Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at USAA Financial Advisors and Usaa Investment Management Company. Based in Fort Worth, TX, she has been with First Command Financial Services since 2020. 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 team that selects from prescreened managers and model portfolios.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Michael Kucej is a financial advisor at First Command Advisory Services in Fort Worth, TX, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Command and its related entities since 2010. 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 design and monitor model portfolios and select third-party managers from approved lists.

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

Series 66

Fort Worth, TX

Cerity partners LLC

Peter Martin is a financial advisor with Cerity Partners LLC in Fort Worth, TX, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Arkadios Capital, BD4RIA, Inc., Martin Haley, LLC, Karsten Advisors, and Triad Advisors, Inc. Cerity Partners provides customized wealth management services to a broad national clientele, including individuals, families, trusts, estates, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and private-market investment offerings using proprietary quantitative screens alongside third-party managers and individual securities.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Mason J

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Mason Jones is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles in roofing and building products as well as retail. 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 comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers from approved lists.

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

Series 66

Fort Worth, TX

First Command Advisory Services

Adriana Jimenez is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. She has worked with multiple affiliated firms under the First Command umbrella since 2018, and her previous roles include positions at William J Perry and Home Depot U.S.A. Inc. 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 featuring centrally managed model portfolios and prescreened 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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Nathan P

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Nathan Perschon is a financial advisor at First Command Advisory Services in Fort Worth, TX, with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with First Command Advisory Services since 2015, having worked with affiliated entities since 2013. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios from a prescreened selection of funds 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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Edwin V

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Edwin Vieux is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with First Command Financial Planning, Inc. since 2014. 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, utilizing a centralized Investment Management Team to design and manage model portfolios and select third-party managers from approved lists.

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

Series 66

Fort Worth, TX

First Command Advisory Services

Amy Warner is a financial advisor with First Command Advisory Services in Great Falls, MT. She holds the Series 66 designation and has three years of industry experience. Prior to joining First Command, Warner worked at Davidson Investment Advisors for four years and Wells Fargo for nine 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 managed through 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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Mary B

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Mary Baxter is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with First Command Financial Planning since 2015. 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 multiple wrap-fee asset management programs utilizing model portfolios managed by an in-house 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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John D

Series 66

Fort Worth, TX

First Command Advisory Services

John Ditmore is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with First Command Financial Planning, Inc. since 2011. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority under an Investment Management Agreement.

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

CFP®, ChFC®, Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Raymond Schwager is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked across related First Command entities since 2004. Schwager is based in Fort Worth, TX. 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 through 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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Elisabeth T

Series 63, Series 66

Fort Worth, TX

First Command Advisory Services

Elisabeth Tatola is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and possessing six years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney LLC and Northwestern Mutual. 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 various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team that selects approved managers and model portfolios.

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

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

Christopher Young is a financial advisor at First Command Advisory Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Command-affiliated firms since 1999. He is based in Fort Worth, TX. 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 featuring model portfolios 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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Beth L

Series 66

Fort Worth, TX

First Command Advisory Services

Beth Le Crone is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 license and having 10 years of industry experience. She has worked with First Command Advisory Services and First Command Insurance Services since 2016 and is also affiliated with the University of Maryland University College Europe. 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 provides financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

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

Series 66

Fort Worth, TX

Cerity partners LLC

James Ray is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch, Fidelity Investments, and Guy Rodgers Private Wealth Strategies. Prior to his financial career, he was a professional golfer. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including 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.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Charles R

Series 66

Fort Worth, TX

First Command Advisory Services

Charles Rymer is a financial advisor with First Command Advisory Services, holding the Series 66 designation and five years of industry experience. He has served in various roles within First Command since 2020 and is also an Air Force Civil Engineer Officer in the United States Air Force Reserve. 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 Investment Management Team and Wealth Portfolio Managers who select and monitor 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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Matthew C

Series 66

Fort Worth, TX

First Command Advisory Services

Matthew Conner is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and previously worked for the US Department of Defense from 2012 to 2019. 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 wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

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

Series 66

Fort Worth, TX

First Command Advisory Services

Kari Doorn is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, Kari partners with clients to align their investments with their defined financial goals, focusing on building trust and lasting relationships to support clients throughout their financial journey. Prior to joining Fidelity Investments, Kari served as a Vice President Financial Consultant at Charles Schwab from 2015 to 2023. This experience provided Kari with extensive expertise in financial consulting and client relationship management. Outside of work, Kari has personal interests that include cooking and baking, playing musical instruments, engaging in outdoor adventures, reading, snowboarding, and traveling.

Wealth management Passive / index investing Active portfolio management Self-Employed Young Professionals
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David L

Series 63, Series 65

Fort Worth, TX

First Command Advisory Services

David Larsen is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has less than one year of industry experience. Prior to joining First Command, Larsen served in the U.S. Army from 2019 to 2023 and has held various roles outside the financial sector. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and manage portfolios on behalf of clients.

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

Series 65, Series 63

Fort Worth, TX

First Command Advisory Services

Leonard Tillman is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has experience in financial services roles at multiple First Command entities since 2025 and has served in the United States Air Force since 2006. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers, utilizing a disciplined selection process for third-party managers and model portfolios.

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