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.

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.

Abigail Hasling is a CFP® professional with seven years of experience in financial advising. She is currently with Aspen Wealth Management, LLC and has previously worked at The Mather Group, HC Financial Advisors Inc, and Howard Financial Services. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers financial planning and discretionary asset management through customized portfolios and a Wealth Management Program that includes ERISA plan services and participant education.

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.

Troy Fore III is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Aspen Wealth Management, LLC and previously worked at AXA Advisors, LLC and Vision Point Advisory Group. He serves as a volunteer board member for the Coastal Conservation Association. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers customized financial planning and discretionary asset management, utilizing model portfolios and a wrap fee program that consolidates advisory, execution, custody, and reporting services.

Martin Rasmussen is a CFP® professional with 18 years of industry experience, currently affiliated with Foundations Investment Advisors LLC and Clearfork Financial Planning. His prior experience includes roles at AE Wealth Management, LLC, Global Financial Advisory, and Global Financial Private Capital, LLC. Rasmussen also serves as an insurance agent with Advisors Excel, writing life insurance, annuities, and Medicare supplements. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, and offers a range of services through a large network of affiliated offices and representatives.

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.

Michael Ryan is a financial advisor with Foundations Investment Advisors LLC in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Prior to joining Foundations in 2025, he worked at firms including AE Wealth Management, CV Mansfield LLC, and Principal Financial Ltd Co. Ryan is also engaged as legal counsel and a member of Black Rock, LLC, providing legal advice to individuals and organizations. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, incorporating structured products and alternative investments where appropriate.

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.

Sady Whitley is a financial advisor at Momentum Independent Network Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Momentum, Whitley worked in various roles including at the Johnson County District Clerk and in education. Outside of finance, Whitley owns and operates businesses in equine dentistry, mobile sanitation services, and HVAC/plumbing services. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, and brokerage services. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through its affiliation with the Hilltop group.

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.

Teresa King is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Navy Federal in 2025, she worked at Nobles & Richards, Inc, FourStar Wealth Advisors LLC, Integrated Wealth Concepts, LLC, LPL Financial, LLC, and Edward Jones. She is also the owner and director of Kings Crown Elite Ventures, LLC, a private money lending and real estate investment business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily delivering advice through managed advisory programs that incorporate third-party portfolio managers.

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.

Evan Byrne is a CFP® with 10 years of industry experience, currently advising at Facet Wealth since 2020. He previously worked at Fidelity Brokerage Services, LLC, and Fidelity Investments from 2015 to 2020. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs a technology-driven, model-based investment approach focused on ETFs and offers various tax-sensitive strategies alongside comprehensive financial planning services.

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.