Josh Barrett Brooks Sr.

Matthew Beeby is a financial advisor at Harvest Capital Management in Aledo, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stephens from 2014 to 2018. Outside of advisory work, he owns and manages residential real estate investments through MHB Real Estate Investments, LLC. Harvest Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term, modern portfolio theory approach with fundamental analysis, offering services such as portfolio management, financial planning, and pension consulting.

Garrison Leach is an independent financial advisor with G.P. Leach Securities LLC in Aledo, TX. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Cheldan Capital Management, J.S. McNair Advisors, and consulting work. G.P. Leach Securities LLC provides discretionary investment management primarily to individuals and retirement accounts. The firm uses a systematic, research-driven approach focusing on diversified portfolios of ETFs, equities, and fixed income, with tailored services and limited use of margin and derivatives.

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.

Timothy Dutton is a CFP®-certified financial advisor at Dutton Financial Planning, LLC with five years of industry experience. He has worked at firms including Commonwealth Financial Network and Colorado Financial Management, LLC. Outside of financial advising, he serves as a sales manager for Cowtown Express Logistics, a transportation and logistics company. Dutton Financial Planning provides discretionary asset management, personal and business financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm incorporates derivatives strategies in separately managed accounts and combines outsourced model portfolios with in-house oversight.

Todd Vandenburg is the sole advisor at VanDenburg Capital Management in Weatherford, Texas, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firm since 2017, following prior roles at SCF Investment Advisors and SCF Securities. Outside of his advisory work, Vandenburg serves as a director of the H&R Peters Family Foundation and has authored books since 2014. VanDenburg Capital Management is an independent, fee-only firm serving individuals, trusts, and high-net-worth clients, including business owners, executives nearing retirement, and emerging-wealth families. The firm provides discretionary investment management, financial planning support, and educational resources, managing portfolios across a range of risk profiles primarily with ETFs, mutual funds, bonds, REITs, and alternative investments.