First Command Advisory Services

Marcus Zapata is a Series 66-licensed financial advisor with First Command Advisory Services in San Antonio, TX, where he has worked since 2017. He has eight years of industry experience, including prior roles at H&R Block and Alamo Insurance and Wealth Management. First Command serves a diverse client base, including individuals, high-net-worth, corporate, and charitable clients, offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products through affiliated entities. The firm provides structured, advisor-led planning engagements and manages discretionary portfolios using an in-house investment team.

Michelle Surita is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Purdue University Global, the Defense Commissary Agency, and Polk State College. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm’s approach emphasizes advisor-led planning relationships and offers structured 12-month Tailored Professional Services engagements alongside discretionary asset management guided by an in-house Investment Management Team.

Thomas Booker is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously worked at Woodstock Furniture and Wal-Mart, as well as serving in the Mississippi Army National Guard for over 30 years. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement alongside discretionary asset management based on fundamental manager analysis and modern portfolio principles.

Thomas Wilkins is a Chartered Financial Consultant (ChFC®) with 19 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with affiliated First Command Financial entities since 2006. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led, face-to-face financial coaching and delivers structured Tailored Professional Services engagements alongside discretionary asset management solutions.

Cherisse Reumont is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her background includes roles at the Small Business Administration and multiple positions within First Command’s affiliated companies. Outside of finance, she works as a fragrance freelancer for Christian Dior and serves as treasurer for Channel of Grace Worship Center, where she manages financial operations. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured planning engagements alongside discretionary portfolio management through its in-house Investment Management Team.

Joshua Shirley is a financial advisor with First Command Advisory Services in Arlington, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2008. Outside of his advisory role, he is a partner in Yamaoroza Apothecary and Teas LLC, where he assists with event setup and product transportation. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through financial planning, discretionary asset management, brokerage, and insurance and banking product distribution. The firm offers a structured, advisor-led planning process with a 12-month engagement cycle and manages discretionary portfolios using in-house investment management based on fundamental analysis and modern portfolio theory.

Sheryl Vause is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. She has prior experience with First Command Brokerage Services and served in the United States Air Force for 20 years. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured, ongoing planning engagements alongside discretionary model portfolio management.

Ryan Hunt is a financial advisor with First Command Advisory Services, holding a Series 66 designation and 10 years of industry experience. He has worked with First Command Insurance Services and First Command Financial Planning since 2016. Outside of his advisory role, Hunt owns Lotter Hunt Safaris, a South African hunting safari business. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through 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 supported by an in-house investment management team.

Gary Chitwood is a financial advisor with First Command Advisory Services, holding a Series 66 designation and two years of industry experience. Prior to joining the firm, he served 20 years in the United States Air Force. Outside of his advisory role, he owns and operates Chitwood Exterior Solutions LLC, a residential exterior cleaning business. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients with a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers structured financial coaching through its Tailored Professional Services engagement.

Keri Finkenbinder is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, she worked at Kennedy Park Wealth Management and Turtle Nest Planning. She is the owner of OJAS Wealth Management, an advisory business based in Tampa, FL. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured 12-month planning engagements alongside discretionary asset management through in-house model portfolios.

Cally Weight is a financial advisor at First Command Advisory Services with nine years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2015. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured Tailored Professional Services engagements alongside discretionary asset management solutions.

Trilok Subedi is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Charles Schwab and TD Ameritrade. Outside of finance, he is a member of Serenity Independence Hub LLC, the owner of a local hair salon, though he is not involved in its operations. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers structured financial coaching and model portfolio management through its in-house Investment Management Team.

Ronald Garner is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Command and its affiliated entities since 2015. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement alongside discretionary asset management based on in-house portfolio construction and ongoing rebalancing.

Daniel Rogers is a Series 66-licensed financial advisor with First Command Advisory Services, based in Leesville, LA. He has four years of industry experience, including prior roles at First Command Brokerage Services and automotive sales. He is also the owner of D.R. Financial, LLC, a business entity related to his activities within First Command. First Command Advisory Services serves a diverse client base, including individuals, high-net-worth, corporate, and charitable clients, through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led planning engagements and manages portfolios using in-house investment teams within a vertically integrated family of companies.

Cody Leopard is a financial advisor with First Command Advisory Services in Moore, SC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he served in the United States Marine Corps from 2014 to 2019 and has ownership responsibilities at Leopards Property LLC, where he handles bookkeeping and communications. First Command serves a diverse client base, including individuals, high-net-worth clients, corporations, and charities, offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products through affiliated entities. The firm emphasizes advisor-led planning through a structured 12-month Tailored Professional Services engagement and manages discretionary asset portfolios via an in-house investment team.