Jason West is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at Truist and its predecessor firms since 2016, as well as brief positions at J.P. Morgan in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

John Mints Sr. is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at Triumph Wealth Advisors, Inc. and Regal Investment Advisors. Outside of his advisory work, he serves as a committee member at the Mansfield Food Bank, where he speaks at events and contributes as a donor. AE Wealth Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting through a platform that integrates multiple model managers and supports advisor customization.

William Sager is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at First Command Advisory Services in Fort Worth, TX. He has held positions at First Command Financial Planning, Inc., Global Retirement Partners, LLC, LPL Financial, LLC, and Frenkel Benefits, LLC. He serves as Treasurer on the Board of Directors for the First Command Educational Foundation. First Command Advisory Services is an SEC-registered investment adviser that focuses on financial planning and asset management for individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm employs a centralized investment management team to design and monitor portfolios, offering a range of wrap-fee programs and maintaining an employee-ownership structure.

De Anna Moore is a financial advisor at First Command Advisory Services with 23 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Her prior firms include Cetera Investment Services and LPL Financial 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 featuring model portfolios managed by a centralized Investment Management Team.

Jerad Houser is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds the Series 63 and Series 65 designations and has 12 years of industry experience. Prior to his current role, he owned and operated Houser Woodworking for 17 years. Houser is also the managing member of Southern Gumption Financial LLC. First Command Advisory Services, Inc. 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 by a centralized Investment Management Team.

Jesse Nunez is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His previous roles include positions at The Vanguard Group, TD Ameritrade, and a four-year tenure in the United States Marine Corps. He also operates an independent business, Jesse Has No Money Ltd Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio management and operates within plan lineups selected by plan sponsors.

Kadri Lindemann is a CFP® and ChFC® with eight years of industry experience, currently serving at First Command Advisory Services in Fort Worth, TX. She has held multiple roles within the First Command family of companies since 2018 and was previously employed at Moody AFB Non-Appropriated Funds. Outside of her advisory work, Lindemann is an owner of KLRD Cactus & Coast, LLC, a non-investment business formed for occasional home rental liability coverage. 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 various wrap-fee asset management programs utilizing model portfolios and third-party managers approved by a centralized Investment Management Team.

Quiana Davis is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 65 and Series 63 licenses and has seven years of industry experience, previously working at firms including Edward Jones, Robinhood, TD Ameritrade, and Scottrade. Outside of financial services, she works as a delivery driver for Uber Eats and DoorDash. 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 featuring model portfolios and third-party managers selected by a centralized Investment Management Team.

Michelle Dees is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill from 2004 to 2018, BB&T Securities from 2018 to present, and Truist Advisory Services since 2021. Michelle 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. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Brian Kaye is a CFP®-credentialed financial advisor with two years of industry experience. He is currently with Hightower Advisors in Fort Worth, TX, where he has worked since 2026. Prior to joining Hightower, he held roles at Intrua Financial, LPL, and TeakTree Capital Management. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutional investors, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions through proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Douglas Giddings is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior experience includes eight years at Merrill and he has been with First Command Financial Services since 2019. Outside of his advisory role, he is also a musician and freelance videographer, owning businesses that provide music for events and video production services. 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, with investment management delivered through a centralized team that selects model portfolios and third-party managers from prescreened lists.

Andrew Hamsher is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining First Command, he worked for LPL Financial for 12 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, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.

Holden Kerns is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Balfour Beatty and Harley Davidson dealerships. 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 design and manage model portfolios.

Eric Bartel is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Kestra in 2022, he spent 15 years at World Choice Securities, Inc. Bartel is also involved with Financial Coaching LLC, providing investment advisory services and personal line insurance sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm provides fiduciary services, plan-level investment advice, and access to multiple management platforms, serving notable clients such as sovereign wealth funds and large institutional investors.

Brady Hackfeld is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Fidelity and Merrill before joining First Command Advisory Services in 2015. Outside of his advisory role, he serves as Director and Treasurer on the board of Town Church, overseeing legal compliance and financial stewardship. First Command Advisory Services is an SEC-registered firm that serves 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Turner Symonds is a financial advisor with Kestra Advisory, holding a Series 66 designation and four years of industry experience. Prior to joining Kestra Investment Services LLC in 2022, he worked at the University of Texas at Austin for four years and Fort Worth Country Day School for seven years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions while managing approximately $79.8 billion in assets.

Blace Albert is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. He previously served two separate terms in the U.S. Army before beginning his career at First Command in 2020. Outside of his advisory role, he serves on the boards of the Rotary Club of Fleming Island and Operation New Uniform, a nonprofit focused on assisting veterans transition to civilian careers. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding 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.

Jamie Bartels Giddings is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at First Command and its affiliated entities since 2008. She is also the owner of Island in the Sun, Inc., a business established to operate First Command 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, utilizing a centralized Investment Management Team to design and monitor model portfolios and third-party managers.

Mark Anthony Claudio is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served 23 years in the United States Army. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Raymond Reed Pouncy is a financial advisor at GWN Securities Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kass Inc., TD Ameritrade, Exceptional Home Healthcare, and Crowley ISD. Outside of his advisory work, he is a partner in several LLCs unrelated to investment activities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.