Jacksonville, NC Valencia Dr Office

Joseph Spencer is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds the Series 66 designation and has been with the First Command affiliated firms since 2015. First Command Advisory Services, Inc. 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, managing model portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Joseph Mclaughlin is a CFP® professional with 32 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1994. Outside of his advisory role, he serves as a member of the North Carolina Capital Facilities Finance Agency Board of Directors. First Command Advisory Services, Inc. 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 offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and oversee model portfolios and third-party managers within a structured investment framework.

John Beraud is a financial advisor with First Command Advisory Services in Jacksonville, NC. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he was involved with Ursa Domain Apparel from 2022 to 2025. 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, delivering investment management through a centralized team that selects preapproved managers and model portfolios.

Mary Vieregge is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. She has been with First Command and its affiliated entities since 2025. Outside of advising, she is involved in copywriting through two businesses, The Pajama Writer LLC and Maeve Copywriting 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers from approved universes.

Walter Eldridge III is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. Prior to his financial career, Eldridge served in the United States Marine Corps for 24 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 utilizing model portfolios managed by an internal Investment Management Team.

Paul Brooker II is a financial advisor with First Command Advisory Services holding a Series 66 designation and seven years of industry experience. He has worked at various First Command entities since 2018. Outside of his advisory role, he is an owner of a vacation home occasionally used as an Airbnb. 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, using centralized investment management teams to design and manage model portfolios with discretionary authority granted by clients.

Weiguo Xu is a financial advisor at First Command Advisory Services with two years of industry experience. Prior to joining the firm, he served 27 years in the United States Marine Corps. Outside of his advisory role, he is the owner of a real estate and rental property business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialty in supporting active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing centralized investment management and model portfolios constructed from mutual funds, ETFs, and third-party managers.

Ryan Bogue is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 registrations and is based in Jacksonville, NC. He has been with First Command in various roles since 2025. Outside of his advisory role, he is involved in a cleaning business, Choice Maid 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 overseen by a centralized Investment Management Team.

Andrew Alves is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and served in the United States Marine Corps from 2020 to 2025. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Todd Morin is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has recently transitioned from a 23-year career in the United States Air Force and has one year of experience in advisory and brokerage roles within the First Command organization. Morin is also involved with Coastal Event Reflections. 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 centrally by an Investment Management Team and Wealth Portfolio Managers.