Fayetteville, NC Valleygate Drive Office

Michelle Surita is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. She has two years of industry experience, including prior roles at Purdue University Global and the Defense Commissary Agency. 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, using a centralized Investment Management Team to design and manage model portfolios and third-party managers.

Dana Thornton is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has a background that includes service in the U.S. Army 1st Special Forces Command and a Project Manager certification. Prior to his current advisory role, he worked at First Command Brokerage Services and First Command Insurance Services. First Command Advisory Services is an SEC-registered firm 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.

William Perry III is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked with affiliated firms within the First Command organization since 1998. 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 through a centralized investment management team.

Lance Holtgeerts is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served in the US Army for nine years. First Command Advisory Services is an SEC-registered investment adviser that primarily 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 centrally by an Investment Management Team and Wealth Portfolio Managers.

Devon Wigle is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Ladd Partners and Thoughtworks, Inc. and attended the Turing School of Software and Design. First Command Advisory Services, Inc. is an SEC-registered investment 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, providing investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

Isiah Smith 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, he served six years on active duty in the U.S. Army and worked three years at Centene Corporation. 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Susan Francis is a financial advisor at First Command Advisory Services with Series 63 and Series 65 designations. She has zero years of industry experience and previously served 19 years in the United States Army before starting her financial advisory career in 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, utilizing a centralized Investment Management Team to select model portfolios and third-party managers from prescreened lists.

Alexander Betts is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously served seven years in the U.S. Army. Prior to joining First Command, he was self-employed and worked at FTCC for seven years. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Garret Messner is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds a Series 66 credential and has worked at First Command Advisory Services and affiliated entities since 2015. Outside of his advisory role, Messner serves as an adjunct professor at Embry-Riddle Aeronautical University, instructing national security courses. 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.

Emmanuel Emekaekwue is a financial advisor with First Command Advisory Services in Fayetteville, NC, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior background includes ten years of service with the U.S. Army. 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 various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved third-party managers.

Henry Olliff II is a financial advisor with First Command Advisory Services in Fayetteville, NC, holding a Series 66 designation and six years of industry experience. His career includes service in the US Army and ongoing involvement with the United States Army Reserves as a Section Officer in Charge. Outside of advising, he is the owner of Radiant Financial Solutions LLC, an investment-related business supporting his work with First Command. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Gregory Larson is a Series 66 licensed advisor with First Command Advisory Services, where he has worked for 10 years. His experience includes roles at First Command Insurance Services and First Command Financial Planning. 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, employing a centralized Investment Management Team to select and monitor approved third-party managers and model portfolios.

Catina Ruiz is a Certified Financial Planner® with over 22 years of experience in the financial services industry. She has been with First Command Advisory Services and its affiliated entities since 2004. Ruiz is based in Fayetteville, NC, and holds Series 63 and Series 65 licenses. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers selecting preapproved third-party managers.