Chuck Dewayne Blanton

Matthew Ervin is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Forum Wealth Group. He previously worked at Calton & Associates, Inc. and Smart Money Group, LLC for a decade. Outside of financial advising, he is involved in managing livestock as a part-time farm laborer. Forum Wealth Group is an independent advisory firm offering portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth households, charitable organizations, and corporate clients. The firm applies a Modern Portfolio Theory framework and typically manages client portfolios on a discretionary basis, employing strategies that include long- and short-term trading as well as margin and options.

You deserve simple, straightforward financial advice that you understand and trust. I’m the son of two master plumbers. When it came to plumbing, “master” is the right word. They were good at what they did. And, like all contractors and tradesmen, their business went through highs and lows. When times were good, we took amazing vacations and enjoyed life together. When times were tough, like going through bankruptcy to avoid losing everything, we had to bear the burden. This is a story told all too often, and it’s why I started Forthright Financial Services. I received a Bachelors Degree in Accounting, Masters Degree in Taxation, and a Certification in Financial Planning on my way to becoming a Certified Financial Planner® professional. I worked for 4 years at a CPA firm, where I became the lead tax associate for individuals and small partnerships. I switched careers to my original passion and worked for a great financial planning firm for 5 years. While there I became the director of financial planning and helped create and implement the entire financial planning process. Throughout my journey, I helped my dad in many different ways. After my dad passed away, I left my job and started my business with the mission to help other hard-working business owners, like him, understand their finances in order to minimize taxes, maximize cashflows, increase profits, and grow their business efficiently. As a contractor, your business and your personal financial situations are so connected that I believe you need special advice to address both of those areas simultaneously. That special guidance is exactly what we provide. Straightforward advice for all circumstances, goals, and seasons of life – that’s always a phone call away. If you’re ready to offload the stress and worry around your money and your business, now and for when your working days are done, let’s talk. Also help with: Small Business help Family Business Planning Self-Employed Individuals & Consultants planning Tax Planning Charitable Giving Business Planning Holistic Financial Planning Entrepreneurs Startup Founders Retirement Planning Cryptocurrency Financial Life Planning & Financial Coaching Family Financial Planning Social Security Optimization Baby Boomers, Gen X, Gen Y/Millenials, Gen Z Christian Business Owners

Vint Stevenson is the principal advisor at Stevenson Advisory Services & Investments, an independent firm based in Weatherford, TX. He holds a Series 66 designation and has 23 years of industry experience, including prior roles at Regal Investment Advisors LLC and Securities America. Outside of finance, he owns and educates through Stevenson Firearms & Ammo, a firearms and gunsmithing business. Stevenson Advisory Services & Investments offers discretionary investment management and standalone financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and multiple technical analysis methods, managing a small client roster with tailored investment programs and quarterly account reviews.

Joshua Brooks, CFP®, is the founder of Exponential Advisors, a fee-only fiduciary financial planning firm serving military leaders, veterans, and their families. With more than two decades of military service and current service as an Army Reserve chaplain, Joshua understands that leaving the military is more than a career change. Decisions involving the Survivor Benefit Plan, Thrift Savings Plan, VA benefits, insurance, taxes, civilian compensation, and family priorities often arrive at the same time. He founded Exponential Advisors to help military families coordinate these decisions through a disciplined planning approach called Operational Wealth Stewardship. Joshua advises clients on retirement income, TSP and employer retirement plans, survivor planning, investment management, tax-aware planning, insurance, charitable giving, estate coordination, and the responsible role digital assets may play within a diversified financial plan. His experience as an enlisted Infantryman, officer, combat veteran, chaplain, husband, and father shapes the way he works: listen carefully, clarify what matters most, explain the tradeoffs in plain language, and develop a practical course of action. His objective is not to predict markets or chase financial trends, but to help clients coordinate their resources with greater clarity, discipline, and purpose.

Todd Vandenburg is the principal of VanDenburg Capital Management in Weatherford, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including SCF Investment Advisors and Independent Financial Group before founding his current firm in 2017. Vandenburg is also a director of the H&R Peters Family Foundation and an author with book sales since 2014. VanDenburg Capital Management is a fee-only independent advisory firm serving individuals, trusts, and high-net-worth clients including business owners and executives nearing retirement. The firm offers discretionary investment management along with financial planning and educational resources, managing portfolios across a range of risk profiles primarily with ETFs, mutual funds, bonds, and alternative investments.

Robert Hamrick is the sole advisor at Hamrick Financial, LLC in Weatherford, Texas, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Hamrick Financial since 2008. Hamrick Financial serves individual and high-net-worth clients by providing investment supervisory services and fee-based financial planning, managing approximately $51.3 million in primarily non-discretionary assets. The firm emphasizes portfolio monitoring, asset allocation, and security selection aligned with clients’ written Investment Policy Statements and requires client authorization for trades.