Cally Weight

Mallory Moore is a financial advisor at Gateway Financial Advisors Texas, LLC with four years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Gateway Financial Advisors Texas in 2025, she worked at First Trust Advisors L.P. and First Trust Portfolios L.P. from 2021 to 2025. Outside of finance, she manages Tres Playas Quarter Horses, LLC, a horse breeding business in Lampasas, TX. Gateway Financial Advisors Texas serves individual and high-net-worth clients with tailored portfolio management and comprehensive financial planning. The firm combines fundamental and technical analysis with Modern Portfolio Theory to build diversified portfolios aligned with client goals and risk tolerance.

Toni Ann Dorsey is a financial advisor at Navy Federal Investment Services, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, KeyBank, and First Command Financial Planning. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services through a range of model-driven portfolios managed by third-party firms.

Jaylynn Gibson is a financial advisor at First Command Advisory Services in Waco, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining First Command, she served five years in the U.S. Army. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that offers financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm focuses on advisor-led planning relationships and provides structured engagement cycles through its Tailored Professional Services and Asset Management Solutions programs.

Isaiah Birkel is a Series 66-licensed financial advisor with Empower Advisory Group in Killeen, TX, bringing experience from both financial services and entrepreneurial ventures. His background includes roles at Bankers Life & Casualty Company and ownership of Delivering Delights LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated service model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Ramon Jimenez is a financial advisor with First Command Advisory Services in Belton, TX, holding a Series 66 designation and four years of industry experience. He has worked extensively within various First Command entities since 2021. Outside of his advisory role, he owns and manages two non-investment-related businesses, Epiphany Management Solutions, LLC and Epiphany Real Estate, LLC, and serves on the boards of two small nonprofits focused on community support. First Command Advisory Services serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured planning engagements alongside discretionary asset management based on in-house model portfolios.

Tom Mitchell Jr. is a financial advisor with First Command Advisory Services in Georgetown, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been involved with affiliated First Command entities since 2014. First Command serves a diverse client base, including individuals, high-net-worth, corporate, and charitable clients, offering financial planning, discretionary asset management, brokerage, insurance, and banking products through its multi-service platform. The firm emphasizes advisor-led, face-to-face financial coaching and structured planning engagements, supported by an in-house investment management team that manages discretionary model portfolios.