Brian Keller is a CFA® charterholder with 12 years of experience in the financial industry. He is currently with SWMG, LLC, where he has worked since 2026. Prior to joining SWMG, he was with Victor Strategies, LLC for five years and Edward Jones for thirteen years. SWMG provides financial planning and investment management services to individuals, including high-net-worth clients, trusts, estates, and business entities. The firm employs third-party model portfolios and unified managed accounts, offering both discretionary and non-discretionary investment 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.

Maureen Maidlow is a financial advisor with Overridge Wealth Advisors in Fort Worth, TX, holding a Series 65 credential and possessing 10 years of industry experience. She has been with Lee Johnson Capital Management since 2015. Maidlow also reviews insurance needs for clients and prospects as part of her other business activities. Overridge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment advisory services, as well as standalone financial planning and consulting. The firm manages diversified portfolios and employs a mix of charting, fundamental and technical analysis, tailoring allocations to client objectives.

William Taylor is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at Dean, Jacobson Financial Services since 2014 and has been affiliated with LPL Financial LLC since 2011. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a Strategic Asset Allocation approach through LPL Financial’s platform, supplemented by tactical overlays and offers integrated retirement plan capabilities through its affiliation with an in-house pension services provider.

Joel Galloway is a financial advisor at SWMG, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, TD Ameritrade, and Wells Fargo Clearing. SWMG, LLC provides financial planning and investment management services to individuals, trusts, estates, and business entities. The firm utilizes third-party model portfolios and unified managed accounts, offering both discretionary and non-discretionary arrangements, and conducts regular portfolio reviews supported by technology-enabled client meeting documentation.

Neil Vanzandt is a financial advisor with OverRidge Wealth Advisors in Fort Worth, TX, holding a Series 63 designation and over 33 years of industry experience. His career includes roles at Securities America Advisors and Securities America Inc, along with running his own financial and legal practices for multiple decades. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary investment advisory services as well as standalone financial planning. The firm employs a blend of charting, fundamental, and technical analysis to allocate and monitor portfolios across various asset classes, including private investments for qualified clients.

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.

James Braxton is a financial advisor at SWMG, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial and First Command Advisory Services. Braxton serves as a board member for his neighborhood homeowners association. SWMG, LLC provides financial planning and investment management services to individuals, trusts, estates, and business entities. The firm typically utilizes third-party model portfolios and unified managed accounts, offering both discretionary and non-discretionary arrangements, and conducts regular portfolio reviews.

Adam Stone is a financial advisor with Storehouse Financial LLC in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior experience includes roles at Cabin Securities Inc and THRIVENT Financial. He also serves as a business development and bookkeeping manager at StullCPA and volunteers with the Benbrook Memorial Post 10429 VFW. Storehouse Financial serves individual and high-net-worth clients, trusts, estates, pension plans, and other entities by providing discretionary asset management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process, managing accounts on a discretionary basis with reviews triggered by market events or client needs.

Christopher Coffin is a financial advisor at Overridge Wealth Advisors in Fort Worth, TX, with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at J.P. Morgan Securities, Good Life Advisors, LLC, and as a self-employed advisor. Overridge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services alongside financial planning and consulting. The firm employs a combination of fundamental, technical, and charting analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and specialized investment vehicles for qualified clients.

Samuel Webb is a financial advisor at BentOak Capital with four years of industry experience. He holds a Series 65 designation and has worked with several firms, including Frontier Investment Management and Freedom Day Solutions, LLC. Outside of his advisory role, he is a partner at Webb Strahan Meeks, PLLC, providing legal services, and serves as a visiting lecturer at Texas A&M University. 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 uses a mix of fundamental, technical, and cyclical analysis to tailor portfolios and typically manages accounts on a discretionary, wrap-program basis.

Tanner Castle is a CFP®-designated financial advisor at BentOak Capital with eight years of industry experience. He has worked at several firms, including Lee Financial Company and LPL Financial. Outside of his advisory work, Castle serves on the Texas Tech Personal Financial Planning Alumni Advisory Board and is also involved in music as a musician. BentOak Capital serves individuals, high-net-worth clients, and various entities with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses a mix of fundamental, technical, and cyclical analysis to tailor portfolios and sponsors a wrap fee program, offering educational seminars as part of its retirement plan services.

Laura Meyers is a Certified Financial Planner® at Storehouse Financial LLC in Fort Worth, TX, with 11 years of industry experience. She has been with Storehouse Financial since 2017 and previously worked at Schulz Wealth, Ltd. from 2015 to 2017. Storehouse Financial LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios tailored to client risk profiles, supporting over 3,000 clients with a team of six advisors.

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.

Samuel Baker is an advisor at Storehouse Financial LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses with approximately three years of experience in financial services. His background includes roles at First Midwest Bank, Hy-Vee Inc., and Charles Schwab & Co., Inc. Storehouse Financial serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and other entities, providing discretionary asset management alongside financial planning and consulting. The firm combines fundamental, technical, and cyclical analysis in its investment approach and manages accounts primarily on a discretionary basis.

Christopher Adkins is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at LPL Financial, Liberty Wealth Management, and Southern Illinois University - Carbondale. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm utilizes Strategic Asset Allocation through LPL Financial’s platform, supplemented by tactical overlays and provides integrated retirement plan capabilities through its affiliation with an in-house pension services provider.

Timothy Lowry is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX, holding a Series 63 designation and 26 years of industry experience. He has worked with Dean, Jacobson Financial Services since 2002 and LPL Financial since 2003. Outside of his advisory work, he serves as a deacon at Christ Chapel Bible Church, a four-year commitment involving organizational and service responsibilities. Dean, Jacobson Financial Services serves individuals, pension plans, charities, and corporations, offering asset management, comprehensive financial planning, and retirement plan consulting. The firm uses strategic asset allocation through multiple model portfolios and LPL-sponsored platforms, incorporating tactical overlays for certain clients and providing specialized services for larger estates and exit planning.

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.

James Shores is a financial advisor at American Elite Advisory with six years of industry experience. He holds a Series 65 designation and has worked previously with Retirement Wealth Advisors and Royal Fund Management, LLC. In addition to his advisory role, Shores owns and operates JVS Wealth LLC, where he provides financial planning focused on insurance products and Medicare insurance. American Elite Advisory offers discretionary portfolio management and supervisory services to individual and high-net-worth investors, using a value-oriented investment approach combined with technical and quantitative strategies. The firm customizes portfolios through separately managed accounts and multiple indicators, serving clients across five offices with a team of seven advisors.