Alan Bunn is a CFP® and holds a Series 66 license with six years of industry experience. He is currently associated with BentOak Capital and Garrett Wealth Advisory Group and has previously worked at LPL Financial and Wells Fargo Bank. Bunn serves on several nonprofit and professional boards, including the Lubbock Chamber of Commerce and the Children's Advocacy Center of the South Plains. Garrett Wealth Advisory Group, operating as BentOak Capital, provides financial planning, discretionary portfolio management, and retirement plan consulting for individuals, high-net-worth clients, trusts, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor portfolios and sponsors a wrap fee program along with offering educational seminars for retirement plan participants.

Michael Cochran is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with BentOak Capital and Garrett Wealth Advisory Group, having previously worked at LPL Financial, Charles Schwab, Schwab Private Client Investment Advisory, Frost Brokerage Services, and Frost Bank. Outside of his advisory role, Cochran is involved in cattle sales and serves on the Texas & Southwestern Cattle Raisers Association Property Rights & Tax Committee. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning and wealth-management services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and typically manages accounts on a discretionary, wrap-program basis.

Kimberly Cushman is a financial advisor at BentOak Capital with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Neal Financial Group. Cushman is also a commissioned Texas notary. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning and discretionary portfolio management. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor portfolios and offers services including retirement plan consulting and insurance advice through affiliated arrangements.

Laura Werner is a CFP® with two years of industry experience, currently serving as a financial advisor at BentOak Capital. She has worked at Garrett Wealth Advisory Group and LPL Financial, and holds a notary commission in Texas. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning, discretionary portfolio management, and wealth-management services. The firm uses a blend of fundamental, technical, and cyclical analysis and typically manages accounts on a discretionary, wrap-program basis.

Calynn Mullins is a financial advisor with BentOak Capital and holds a Series 66 designation. She has nine years of industry experience, including roles at LPL Financial and Edward Jones Investments. Mullins serves on multiple nonprofit and for-profit boards in Weatherford, TX, including Zonta of Parker County and Cue the Confetti. BentOak Capital, operating as Garrett Wealth Advisory Group, provides comprehensive financial planning and wealth management services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs a discretionary, wrap-fee investment approach combining fundamental, technical, and cyclical analysis, and offers retirement plan consulting with educational seminars.

Adam Strahan is a Series 65-licensed financial advisor with BentOak Capital and has two years of industry experience. He is also a licensed attorney and partner at Webb Strahan Meeks, PLLC, a law firm where he has worked for over eleven years. Additionally, he manages a holding company, Riam Family, LLC. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with financial planning, discretionary portfolio management, and wealth management services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and sponsors a wrap fee program while providing retirement plan consulting that includes educational seminars.

Samuel Webb is a Series 65-licensed financial advisor at BentOak Capital with four years of industry experience. He is also a partner at Webb Strahan Meeks, PLLC, where he provides legal services, and serves as a visiting lecturer at Texas A&M University. Webb has held positions at several firms, including Freedom Day Solutions, Frontier Investment Management, and The Cox Law Firm. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning and discretionary portfolio management. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers retirement plan consulting with educational seminars, managing accounts primarily through discretionary, wrap-fee programs.

Tanner Castle is a CFP® certificant with eight years of industry experience, currently serving at BentOak Capital, part of Garrett Wealth Advisory Group. His prior roles include positions at Lee Financial Company and LPL Financial. He serves on the Texas Tech Personal Financial Planning Alumni Advisory Board and is also involved in music as a part-time musician. BentOak Capital provides comprehensive financial planning, discretionary portfolio management, and wealth-management services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs a blend of fundamental, technical, and cyclical analysis and offers a wrap-fee program, along with educational seminars as part of its retirement plan consulting.

Keith Trent is a CFP® and ChFC® with 26 years of industry experience. He is currently a financial advisor at BentOak Capital, a team-based firm where he has worked since 2018. Prior to joining BentOak, he was with LPL Financial for 18 years. In addition to his advisory role, Trent serves as a finance professor at Texas Tech University. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with financial planning, 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-fee basis.

Joshua Scott is an advisor at Fortress Financial Solutions, LLC with a Series 65 credential and one year of industry experience. He has held roles at Scott Financial Group, Federal Employee Benefit Advisors, One Nine Enterprises, Tucson Valley Investments, and Tucson RV Storage. Outside of his advisory work, Mr. Scott is involved with Federal Employee Benefit Advisors, LLC, a firm offering life insurance and fixed annuity products. Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm serving individuals, business owners, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm’s investment process is guided by an in-house Investment Committee that employs multiple analysis methods to construct diversified portfolios across risk profiles and offers options including impact/ESG investing and selective margin use.

Marissa Waldron is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. She has worked at Fisher Investments and Global Financial Private Capital, LLC before joining Carlson Financial, where she has been since 2017. Carlson Financial serves pre-retirees, retirees, and various individual and institutional clients by providing comprehensive financial planning and portfolio management. The firm uses a cash-flow-based planning process to guide discretionary investment strategies focused on equities and ETFs, with an independent insurance licensing structure for certain product recommendations.

Marley Wood is a CFP® professional with three years of industry experience, currently serving at BentOak Capital. He has been with BentOak Capital and its affiliated Garrett Wealth Advisory Group since 2020 and has prior experience at LPL Financial LLC. Outside of financial advising, Marley is involved in retail sales through LJC Apparel dba Kimes Ranch. 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 uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and sponsors a wrap fee program alongside educational seminars for retirement plan participants.

Brandon Garrett is a CFP® professional at BentOak Capital with 15 years of industry experience. He has worked with Garrett Wealth Advisory Group since 2015 and previously with Snow Garrett Wealth Management and LPL Financial. Outside of his advisory work, Garrett is involved in local nonprofit organizations, serving on the boards of the Doss Heritage & Culture Center and the Weatherford Chamber of Commerce Foundation, and participates in his community’s church finance committee. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning, discretionary portfolio management, and wealth management services. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor portfolios and sponsors a wrap fee program while providing educational seminars as part of its retirement plan consulting.

Madison Wallace is a CFP® with seven years of experience in financial advisory. She is currently with BentOak Capital and Garrett Wealth Advisory Group, having previously worked at LPL Financial and Snow Garrett Wealth Management. Wallace serves on the Texas Tech University Personal Financial Planning Alumni Advisory Board and is a board member of Fairway to Heaven, a nonprofit that raises funds through golf tournaments to benefit children’s charities. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing comprehensive financial planning, discretionary portfolio management, and wealth-management services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios, typically managing accounts on a discretionary wrap-fee basis.

David Johnson is a financial advisor at Prospera Financial Services, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of his advisory role, Johnson serves as board chairman for Genesis College and Seminary, volunteers with the Rotary Club of Verrado, and is a co-author and editor of a short e-book. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms and delivery vehicles.

Waylon Widler is a Series 65-licensed financial advisor with Advisory Services Network, LLC, where he has worked since 2022. He has three years of industry experience, including prior roles at Springer Financial Services and a position with the United States Congress Office of Kay Granger. Widler is also an owner and managing member of a service company involved in minority ownership of a local carwash in Weatherford, TX. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets with a range of investment strategies and implementation options.

Timothy Soules is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 18 years before joining TCFG in 2019. Outside of his advisory role, he manages Soules Ranches, overseeing its daily operations. TCFG Investment Advisors serves a diverse client base including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, and consulting services. The firm employs various investment strategies and provides access to third-party money managers while maintaining client portfolio reviews at least annually.

Jimmy Day is a financial advisor with Prospera Financial Services, Inc. in Weatherford, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Prospera since 2012. Outside of his advisory role, he serves as a volunteer on the Eminent Domain Board and is a board member of the Weatherford Independent School District Education Foundation; he also volunteers as a campaign treasurer for the Texas State Senate. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors across roughly 140 offices. The firm offers a variety of investment advisory and financial planning services utilizing firm-sponsored and third-party platforms, with portfolios constructed through a combination of firm models, sub-advisers, and customizable allocations.

Drew Springer Sr. is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes roles at Kms Financial Services and his own firm, Springer Financial Services, which he has operated since 1974. Outside of advisory work, he owns a tax preparation business and serves on the University of North Texas Foundation Advisory Board, participating in investment, trust management, and real estate committees. Advisory Services Network supports individuals, families, corporations, and charitable organizations with portfolio management, financial planning, and retirement plan consulting through a network of over 200 independent advisors. The firm offers tailored investment strategies using a variety of asset classes and manages approximately $8.6 billion in client assets.

Evan Byrne is a CFP® with 10 years of industry experience, currently advising at Facet since 2020. He previously worked at Fidelity Brokerage Services and Fidelity Investments from 2015 to 2020. Facet serves individual members across a broad range of wealth levels by offering tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning through a Total Financial Life Resources framework and utilizes discretionary asset-allocation programs primarily using ETFs.