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.

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 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks, Summit Financial Group, and LPL Financial. Outside of his advisory role, he serves as board chairman of 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 a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to various advisory programs and platforms.

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.

Jimmy Day is a financial advisor with Prospera Financial Services, Inc. in Weatherford, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Prospera since 2012 and previously worked at SMH Capital Advisors LLC from 2004 to 2012. Outside of his advisory role, Mr. Day volunteers on an eminent domain nonprofit board and serves as a board member of the W.I.S.D. Education Foundation. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to various advisory programs through both proprietary and third-party platforms.

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.

Omar Aamir is a financial advisor at Advisory Services Network with a Series 65 credential and one year of industry experience. His career includes roles at Springer Financial Services and University of North Texas, as well as involvement with OACIS Healthcare Solutions. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of services, including portfolio management, financial planning, and retirement plan consulting, utilizing various securities and third-party managers while supporting flexible client engagement models.

Cecil Hight is a CFP® with 21 years of experience in the financial industry, currently serving at Advisor Share Wealth Management, LLC. His career includes roles at UBS Financial Services and multiple entrepreneurial ventures, including Stewardship Legacy Coaching, where he has been involved in teaching and coaching. He also holds leadership positions in healthcare-related companies outside the investment industry. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm utilizes a range of third-party sub-advisers and model portfolios and offers alternative and private investment options, operating alongside affiliated entities that provide comprehensive platform and referral services.

Drew Springer Jr. is a financial advisor with Advisory Services Network holding a Series 66 designation and five years of industry experience. He previously served in the Texas House of Representatives from 2013 to 2021 and in the Texas Senate beginning in 2021. Outside of advisory work, he is involved in government affairs consulting through his firm Springer Strategies, LLC, and also works in business development for McVean Trading & Investment, Inc., which manages agriculture commodity futures. Advisory Services Network supports individuals, families, corporations, and charitable organizations through a network of 208 independent advisors, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies and account management options tailored to client objectives.

Cindy Tamborello is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at firms including Edward Jones, Wells Fargo Clearing Services, and UBS Financial Services. Outside of her advisory role, she co-owns a rental property business with her husband. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Mark Keyser is a financial advisor at Creative Planning with 22 years of industry experience. He has been with Creative Planning since 2016 and holds Series 63 and Series 65 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Michael Barron is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Premier Business Consultants, Raymond James Financial, and his own firm, Barron Wealth Strategies. Barron is also the owner of Texas Financial Divorce Solutions, LLC, a firm specializing in divorce planning. Commonwealth Financial Network serves a national network of advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.

Andrew Lane is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has worked at firms including Raymond James Financial Services Advisors and Barron Wealth Strategies. Lane is also involved in divorce planning through Texas Financial Divorce Solutions. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice-management services.

Eric Vowles is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fidelity Investments, LPL Financial, and Thrivent Financial. Outside of his advisory work, he has also worked as a Doordash driver. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs that utilize proprietary Morningstar Investment Management software for portfolio construction and ongoing oversight. The firm operates at scale with over 212,000 clients and focuses primarily on retirement-related asset allocation and contribution guidance.

Bryan Smith is a CFP® professional at Empower Advisory Group with 29 years of industry experience. He previously worked at Charles Schwab for six years and Fidelity Brokerage Services LLC for 13 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Jeffrey Isom is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., First Command Advisory Services, Creative Planning, Securities America Advisors, Inc., and TD Ameritrade. He is based in Weatherford, Texas. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and referred clients by Charles Schwab & Co., providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on proprietary asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Nicole Becker is a financial advisor with GWN Securities Inc. in Weatherford, TX, holding a Series 66 designation and 16 years of industry experience. She has been with GWN Securities since 2013. In addition to her advisory role, she is licensed to sell life insurance, annuities, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.