Jacksonville Beach, FL 1st Street N Office

Joseph Bergman is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and has worked exclusively within First Command-affiliated firms since 2019. Outside his advisory role, he serves as treasurer for a community travel softball team, managing sponsorship revenues and related expenses. 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 multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors approved model portfolios and third-party managers.

David Mainster is a financial advisor with First Command Advisory Services in Jacksonville Beach, FL, holding a Series 66 designation and five years of industry experience. He previously served in the United States Navy for eight years before joining multiple First Command entities in 2020. He is also the owner of Mainster Consulting, LLC, a financial business created to facilitate First Command-related 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 wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and monitors model portfolios and third-party managers from approved lists.

Douglas Harp is a financial advisor at First Command Advisory Services with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for five years. Harp also served in the United States Navy from 2010 to 2021 and currently serves in the Navy Reserves. 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 constructed from mutual funds, ETFs, and third-party managers selected by a centralized Investment Management Team.

Brooke Lazzarini is a financial advisor with First Command Advisory Services, holding a Series 66 credential and seven years of industry experience. She previously served six years in the United States Army with the 89th Military Police Brigade before transitioning to First Command roles starting in 2017. Lazzarini is also treasurer and board member of Horses In Baja: Equine Assisted Services, Inc., an international nonprofit organization. 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 that use model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Arthur Porcelli is a financial advisor at First Command Advisory Services with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Command in various capacities since 2003. Outside of his advisory role, he is president of Porcelli INC and a silent partner in Friars Legacy 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 wrap-fee asset management programs managed by centralized investment teams using a range of mutual funds, ETFs, and third-party managers.

Kent Ralston is a Series 66-licensed advisor with First Command Advisory Services in Jacksonville Beach, FL, where he has worked since 2016. He has nine years of industry experience and is also the owner of Ralston Consulting, a separate business engaged in condo rental. 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 administered by a centralized Investment Management Team and Wealth Portfolio Managers.

Mark Bergman is a financial advisor at First Command Advisory Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 2002. Outside of his advisory role, he is president of Bergman Consulting Inc., a non-investment-related business. 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.