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.

David Thurber is a financial advisor with SWMG, LLC in Fort Worth, TX, holding a Series 65 credential and one year of industry experience. Prior to joining SWMG, he worked in mortgage lending with firms including Cross Country Mortgage and Encompass Lending Group. Thurber is also a Senior Loan Officer at Cross Country Mortgage, focusing on mortgage origination. SWMG serves individual clients, trusts, estates, retirement accounts, and businesses with financial planning, investment management, tax-overlay services, and estate-document facilitation using third-party platforms. The firm employs third-party model portfolios and unified managed accounts, conducts regular portfolio reviews, and integrates technology to support client interactions and account management.

Brian Keller is a CFA® charterholder with 12 years of industry experience. He is currently with SWMG, LLC, where he has worked since 2026. His prior experience includes roles at Victor Strategies, LLC and Edward Jones, spanning a combined 18 years before joining SWMG. SWMG serves individual clients, high-net-worth households, trusts, estates, retirement accounts, and business entities with comprehensive financial planning, investment management, tax-overlay services, and estate-document preparation through a third-party platform. The firm utilizes third-party model portfolios and unified managed accounts, offers quarterly portfolio reviews, and incorporates technology such as video conferencing and transcription tools in client interactions.

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 at OverRidge Wealth Advisors in Fort Worth, TX, with 10 years of industry experience. She holds a Series 65 credential and has worked at Lee Johnson Capital Management since 2015. In addition to her advisory role, she reviews insurance needs for clients and prospects through various insurance companies. OverRidge Wealth Advisors serves individual and high-net-worth clients as well as business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, employing a range of strategies across multiple asset classes with continuous monitoring.

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 with SWMG, LLC in Fort Worth, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Fisher Investments and TD Ameritrade. SWMG serves individual clients, trusts, estates, retirement accounts, and business entities, providing comprehensive financial planning, investment management, tax-overlay services, and estate-document preparation through a third-party platform. The firm utilizes third-party model portfolios and unified managed accounts, conducts regular portfolio reviews, and incorporates technology into client interactions.

Neil Vanzandt is a financial advisor at OverRidge Wealth Advisors with 33 years of industry experience. He holds a Series 63 designation and has worked at several firms including Securities America Advisors and his own Law Offices of Neil L. Vanzandt. Vanzandt has also operated Vanzandt Financial since 1985. OverRidge Wealth Advisors serves individual and high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and tactical management of variable annuities, employing a mix of fundamental, technical, and charting analysis across various asset classes.

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 with SWMG, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior work includes roles at Thrivent Financial and First Command Financial Services. He serves as a board member of his local homeowners association. SWMG serves individual clients, trusts, estates, retirement accounts, and business entities by providing modular financial planning, investment management, tax-overlay services, and facilitated estate-document preparation. The firm employs third-party asset managers and model portfolios, incorporates technology for client interactions, and offers financial education seminars and workshops.

Adam Stone is a financial advisor at Storehouse Financial LLC in Fort Worth, TX, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at THRIVENT Financial, Thrivent Investment Management, Cabin Securities Inc, and is currently involved with StullCPA as a business development and bookkeeping manager. Stone also serves as a Public Affairs NCO in the US Army and volunteers with the Benbrook Memorial Post 10429 VFW. Storehouse Financial serves individual and high-net-worth clients as well as trusts, estates, pension plans, and other entities through discretionary asset management and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis in its investment process, managing accounts on a discretionary basis and maintaining a high client-to-advisor ratio supported by standardized processes and custodial platform services.

Christopher Coffin is a financial advisor at Overridge Wealth Advisors in Fort Worth, TX, with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Overridge Wealth Advisors since 2021. Prior to that, he was self-employed for 10 years and worked at LPL Financial for one year. Overridge Wealth Advisors serves individual and high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, utilizing a blend of fundamental, technical, and charting analysis across a range of investment strategies.

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.

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.

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 over 25 years of industry experience. He has been affiliated with Dean, Jacobson Financial Services since 2002 and LPL Financial since 2003. Outside of his advisory role, he serves as a deacon at Christ Chapel Bible Church, a position involving organizational and service responsibilities. Dean, Jacobson Financial Services provides wealth management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs Strategic Asset Allocation through LPL Financial’s platform, offering discretionary asset management, comprehensive financial planning, and specialized services such as exit planning and business succession support.

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.