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 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

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.

Timothy Dutton is a CFP®-designated financial advisor with five years of industry experience. He is the principal of Dutton Financial Planning, LLC, an independent firm he has led since 2023. Prior to founding his own firm, he worked at 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 is notable for its use of derivatives in separately managed accounts and combines outsourced model and co-advisor arrangements with in-house oversight.

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.

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.

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.

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.

Gary Peckham is a financial advisor at Rydar Equities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Rydar Equities since 2009. In addition to his advisory role, Peckham is a part-time professor at the University of Texas - Permian Basin, teaching finance and management courses. Rydar Equities, Inc. is an SEC-registered investment adviser serving individual and high-net-worth clients with asset management and financial planning services. The firm employs active, tailored portfolio management using a combination of fundamental, technical, and cyclical analysis and offers strategies including equities, ETFs, margin, short sales, and options.

Jeffrey Benson is a financial advisor at Frontier Financial Partners, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Frontier Financial Partners since 2010. Outside of his advisory role, he is involved in insurance sales through One Resource Group, dedicating 10 to 20 hours per month. Frontier Financial Partners provides personalized financial planning and investment management services to individuals, trusts, small businesses, and charitable organizations. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, complemented by active funds and alternatives, with a focus on global diversification.

Cameron Rompal is a financial advisor at Rydar Equities, Inc. with three years of industry experience. He holds a Series 65 designation and has prior work experience at Adobe and the Technology & Services Industry Association. Outside of advisory work, he is a sales associate at Adobe. Rydar Equities, Inc. is an SEC-registered investment adviser that provides asset management and financial planning services to individual and high-net-worth clients. The firm uses active, tailored portfolio management strategies including fundamental, technical, and cyclical analysis, and offers a range of investment tools such as long- and short-term equity positions, ETFs, mutual funds, and options.

Hayden Hill is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently affiliated with BentOak Capital and Garrett Wealth Advisory Group and has prior experience at LPL Financial and Snow Garrett Wealth Management. Hill serves on the Texas Tech University Personal Financial Planning Alumni Advisory Board and is a partner at PR3S Properties, LLC, where he assists in managing and analyzing real estate investments. BentOak Capital, operating as Garrett Wealth Advisory Group, provides comprehensive financial planning, discretionary portfolio management, wealth-management services, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers a sponsored wrap fee program alongside educational seminars for retirement plan clients.

Christopher Browning is a CFP® professional with six years of experience, affiliated with BentOak Capital in Weatherford, TX. He has served as an associate professor at Texas Tech University since 2013. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning and discretionary portfolio management, tailoring portfolios using a blend of fundamental, technical, and cyclical analysis. The firm also provides retirement plan consulting and sponsors a wrap fee program, offering educational seminars as part of its services.

Jason Mcgarraugh is a CFP® with 22 years of industry experience, currently serving at BentOak Capital, a team within Garrett Wealth Advisory Group. His prior experience includes roles at Neal Financial Group, L.P. and LPL Financial. BentOak Capital provides comprehensive financial planning, discretionary portfolio management, and retirement plan consulting primarily for individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis and sponsors a wrap fee program while offering educational seminars as part of its retirement plan services.

David Garrett is a CFP® with 32 years of experience in financial advisory. He is currently with BentOak Capital and has held roles at Garrett Wealth Advisory Group, Snow Garrett Wealth Management, and LPL Financial. He serves on the board of the Weatherford-Parker County Economic Development Corporation and is a for-profit board member of Texas Bank. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers services through a wrap-program model supported by third-party technology and ongoing due diligence of independent managers.

Terin Rundus is a financial advisor at BentOak Capital with a Series 65 designation. He has held positions at multiple firms since 2023 and has experience working with Kansas State University in various roles. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis and manages accounts primarily on a discretionary, wrap-program basis.

James Sargent is a CFP® professional with 14 years of industry experience. He currently serves at BentOak Capital and has previously worked with LPL Financial, Bank of America, Merrill, and Snow Garrett Wealth Management. He has been associated with Garrett Wealth Advisory Group since 2019. BentOak Capital, operating as Garrett Wealth Advisory Group, provides comprehensive financial planning, discretionary portfolio management, and retirement plan consulting for individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis, managing portfolios through discretionary wrap programs and utilizing third-party technology for planning and reporting.