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.

Chukwudi Uraih is a financial advisor at Lampados Financial Group, LLC, holding a Series 65 designation with four years of industry experience. He has worked at Booz Allen Hamilton and serves in the United States Army Reserve. Outside of advising, he is the owner and CEO of Lampados Realty Group TX, LLC, a real estate business. Lampados Financial Group provides fee-only financial planning and investment advisory services to individuals, families, professionals, and fund investors. The firm utilizes a proprietary methodology combining fundamental investment analysis with algorithmic cash-flow modeling to offer diversified, long-term, and risk-aware strategies alongside infrastructure-focused fund management.

Garrison Leach is the sole advisor at G.P. Leach Securities LLC in Aledo, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Cheldan Capital Management, L.L.C. and J.S. McNair Advisors. G.P. Leach Securities LLC provides quantitative portfolio management and advisory services to institutions and individual investors, offering a range of separately managed strategies executed primarily through exchange-traded funds. The firm employs a systematic, research-driven approach using proprietary models and incorporates derivatives and leverage where suitable, operating as a boutique manager with a broad and sophisticated strategy set.

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

Laurie Sepanski is a financial advisor at LTS Financial Group in Ft. Worth, TX, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including FRIE Financial Group, Rhodes Securities, and Meinen Financial Services. LTS Financial Group provides ongoing portfolio management tailored to individual and business clients’ goals, time horizons, and risk tolerances. The firm combines multiple analytical approaches and manages accounts on a discretionary basis, with regular reviews and detailed reporting.

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 doesn't just manage money—he orchestrates financial victories. As founder and lead Certified Financial Planner® at Exponential Advisors, he's built his practice on a simple premise: veterans deserve financial strategies as disciplined and effective as their military training. With over two decades of military service and now serving as an Army Reserve chaplain in the 490th Civil Affairs Battalion, Joshua understands both spreadsheets and sacrifice. He's counseled soldiers through deployment stress and guided families through financial storms, discovering that the same tactical thinking that wins missions can demolish debt and build lasting wealth. At Exponential Advisors, Joshua deploys AI-enhanced financial artillery to hit every target: investment growth, risk management, tax efficiency, and legacy planning. He treats market volatility like enemy fire—anticipated, analyzed, and neutralized through superior positioning. His blockchain expertise and analytical prowess transform chaotic markets into navigable terrain. Joshua's communication cuts through financial fog like tracer rounds through darkness. He translates complex concepts into crystal-clear action plans, whether he's explaining why a Roth IRA beats traditional savings like air support beats ground assault, or demonstrating how Bitcoin fits into a diversified portfolio like special forces complement regular infantry. Every financial plan becomes a strategic operation with defined objectives, measurable outcomes, and adaptive protocols.

Timothy Dutton is a CFP® professional with five years of industry experience. He is the principal advisor at Dutton Financial Planning, LLC, an independent firm he has led since 2023. Outside of financial advising, he is a sales manager at Cowtown Express Logistics, a transportation and logistics company. Dutton Financial Planning, LLC offers discretionary asset management and financial planning services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm constructs portfolios tailored to clients’ goals and risk tolerance, utilizing a blend of analytical approaches and routinely employs third-party and co-advisory arrangements in managing client assets.

Todd Vandenburg is a financial advisor at VanDenburg Capital Management with 21 years of industry experience. He has held roles at SCF Investment Advisors, SCF Securities, and Independent Financial Group, and has operated VanDenburg Financial and Insurance Services since 2004. Outside of advising, he serves as a director of the H&R Peters Family Foundation and is an author with book sales since 2014. VanDenburg Capital Management provides discretionary investment management and financial analysis to individuals, trusts, and high-net-worth clients, focusing on business owners, executives transitioning to retirement, and families of emerging wealth. The firm uses proprietary model portfolios and offers services including alternative investments and management of assets held away, with a notable integration of insurance services alongside investment management.

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.

Omar Aguilar is a financial advisor with Blue Ladder Financial Planning, LLC in Benbrook, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at First Command Advisory Services and First Command Brokerage Services, and he currently serves in the Air Force Reserves as an A1C specializing in Munitions Systems. He is also a board member of the Benbrook Economic Development Committee. Blue Ladder Financial Planning, LLC is registered as an investment manager offering discretionary direct asset management along with financial planning and consulting services. The firm employs a variety of analytical techniques to guide investment decisions based on documented client objectives and risk tolerances, managing accounts separately and utilizing digital custodial platforms.

Gary Wright is the sole advisor at Premier Wealth Management, LLC in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has managed Premier Wealth Management since 2007. Additionally, Wright has operated Premier Life Planning, an insurance and tax sales business, since 1987. Premier Wealth Management serves individual clients primarily through third-party money managers and a co-advisor arrangement, focusing on portfolio management, financial planning, and consulting services while clients retain custody of their assets. The firm emphasizes model portfolio selection and oversight, with trade execution and custody handled externally.

Davis Jones is a financial advisor at Iron Forge Financial with a Series 65 designation and one year of industry experience. He has been self-employed since 2010 and joined Iron Forge Financial in 2024. Outside of financial advising, he operates several small businesses including farm produce and livestock sales, pet waste removal, pool services, oil and gas consulting, and hunting services. Iron Forge Financial provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm advises across a wide range of investment instruments and employs a combination of cyclical, fundamental, technical analysis, and modern portfolio theory with a long-term trading approach.

Robert Richardson is a financial advisor at Trinsic Capital, LLC in Fort Worth, TX, with 13 years of experience. He holds a Series 65 credential and has been with Trinsic Capital since 2013. Trinsic Capital provides discretionary, fee-only portfolio management services to a diverse client base including individuals, trusts, institutions, non-profits, and business entities. The firm’s investment approach focuses on fundamental analysis and offers multiple equity strategies tailored to client objectives, managing all accounts on a discretionary basis with regular monitoring and rebalancing.

Jarrod Warren is a financial advisor with Integrity Financial Group in Fort Worth, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at OneAmerica Securities, American United Life, and Northwestern Mutual, where he held various positions from 2007 to 2020. Outside of advisory work, he is also licensed as an insurance agent for non-variable insurance products in Texas. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, and business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, managing accounts on a discretionary basis through the AssetMark platform.

Joseph Moore is a financial advisor at Portia Capital Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Optimum Investment Advisors and Axa Advisors. Prior to his financial career, he was involved in healthcare-related businesses such as Texas Family Dental and Sleep Centers of DFW. Portia Capital Management serves high-net-worth individuals, families, trusts, and institutional clients, offering comprehensive financial planning and portfolio management. The firm emphasizes asset allocation, diversification, and manager selection using proprietary lists and third-party data, managing accounts on both discretionary and non-discretionary bases.

Paige Pierce is a financial advisor with Pierce Wealth Partners, Inc. in Fort Worth, TX, holding a Series 66 designation and bringing 37 years of industry experience. Her prior roles include positions at Bley Investment Group, McLaughlin Ryder Investments, Larimer Capital Corporation, and R. W. Smith & Associates. She is also the founder, president, and CEO of The Pierce Group, LLC, a consulting firm based in Utah, and serves on the boards of eToro USA Securities, Inc. and Revivea, an independent insurance advisory firm. Pierce Wealth Partners provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and written financial plans, operating proprietary wrap fee programs through its affiliation with a woman-owned, WBE-certified broker-dealer.

Jadyn Stevens is a financial advisor at Frontier Financial Partners, LLC in Aledo, TX, with 11 years of industry experience. He holds a Series 65 designation and has been with Frontier Financial Partners since 2014. Outside of advising, Jadyn is involved in insurance sales through One Resource Group and assists with real estate consulting for a local agent. Frontier Financial Partners provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach that combines passive index funds and ETFs with active funds and alternatives for global diversification.

Sam Cook is a financial advisor at Fort Advisors Inc with 10 years of industry experience. He holds a Series 65 designation and has worked at Fort Advisors since 2022. Prior to that, he was with AlphaStar Capital Management and Regency Wealth Advisors, where he also serves as president of a life and health insurance agency. Fort Advisors serves individual and high-net-worth clients with discretionary asset management and financial planning, utilizing model portfolios managed by third-party subadvisers. The firm employs a range of investment strategies including fundamental, technical, and quantitative analysis, and maintains oversight and discretionary authority over client accounts.

Ralph Smith is a financial advisor with Nautical Star Financial Group LLC, holding a Series 63 designation and 19 years of industry experience. He has been with Smith Capital Management since 2014. In addition to his advisory role, Smith offers term and permanent life insurance policies as part of a separate insurance business. Nautical Star Financial Group provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm manages approximately $38.5 million across a small client base and operates with a three-advisor team.