Joshua Brooks, CFP®, is the founder of Exponential Advisors, a fee-only fiduciary financial planning firm serving military leaders, veterans, and their families. With more than two decades of military service and current service as an Army Reserve chaplain, Joshua understands that leaving the military is more than a career change. Decisions involving the Survivor Benefit Plan, Thrift Savings Plan, VA benefits, insurance, taxes, civilian compensation, and family priorities often arrive at the same time. He founded Exponential Advisors to help military families coordinate these decisions through a disciplined planning approach called Operational Wealth Stewardship. Joshua advises clients on retirement income, TSP and employer retirement plans, survivor planning, investment management, tax-aware planning, insurance, charitable giving, estate coordination, and the responsible role digital assets may play within a diversified financial plan. His experience as an enlisted Infantryman, officer, combat veteran, chaplain, husband, and father shapes the way he works: listen carefully, clarify what matters most, explain the tradeoffs in plain language, and develop a practical course of action. His objective is not to predict markets or chase financial trends, but to help clients coordinate their resources with greater clarity, discipline, and purpose.

You deserve simple, straightforward financial advice that you understand and trust. I’m the son of two master plumbers. When it came to plumbing, “master” is the right word. They were good at what they did. And, like all contractors and tradesmen, their business went through highs and lows. When times were good, we took amazing vacations and enjoyed life together. When times were tough, like going through bankruptcy to avoid losing everything, we had to bear the burden. This is a story told all too often, and it’s why I started Forthright Financial Services. I received a Bachelors Degree in Accounting, Masters Degree in Taxation, and a Certification in Financial Planning on my way to becoming a Certified Financial Planner® professional. I worked for 4 years at a CPA firm, where I became the lead tax associate for individuals and small partnerships. I switched careers to my original passion and worked for a great financial planning firm for 5 years. While there I became the director of financial planning and helped create and implement the entire financial planning process. Throughout my journey, I helped my dad in many different ways. After my dad passed away, I left my job and started my business with the mission to help other hard-working business owners, like him, understand their finances in order to minimize taxes, maximize cashflows, increase profits, and grow their business efficiently. As a contractor, your business and your personal financial situations are so connected that I believe you need special advice to address both of those areas simultaneously. That special guidance is exactly what we provide. Straightforward advice for all circumstances, goals, and seasons of life – that’s always a phone call away. If you’re ready to offload the stress and worry around your money and your business, now and for when your working days are done, let’s talk. Also help with: Small Business help Family Business Planning Self-Employed Individuals & Consultants planning Tax Planning Charitable Giving Business Planning Holistic Financial Planning Entrepreneurs Startup Founders Retirement Planning Cryptocurrency Financial Life Planning & Financial Coaching Family Financial Planning Social Security Optimization Baby Boomers, Gen X, Gen Y/Millenials, Gen Z Christian Business Owners

Vint Stevenson is the principal advisor at Stevenson Advisory Services & Investments, an independent firm based in Weatherford, TX. He holds a Series 66 designation and has 23 years of industry experience, including prior roles at Regal Investment Advisors LLC and Securities America. Outside of finance, he owns and educates through Stevenson Firearms & Ammo, a firearms and gunsmithing business. Stevenson Advisory Services & Investments offers discretionary investment management and standalone financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and multiple technical analysis methods, managing a small client roster with tailored investment programs and quarterly account reviews.

Todd Vandenburg is the sole advisor at VanDenburg Capital Management in Weatherford, Texas, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firm since 2017, following prior roles at SCF Investment Advisors and SCF Securities. Outside of his advisory work, Vandenburg serves as a director of the H&R Peters Family Foundation and has authored books since 2014. VanDenburg Capital Management is an independent, fee-only firm serving individuals, trusts, and high-net-worth clients, including business owners, executives nearing retirement, and emerging-wealth families. The firm provides discretionary investment management, financial planning support, and educational resources, managing portfolios across a range of risk profiles primarily with ETFs, mutual funds, bonds, REITs, and alternative investments.

Robert Hamrick is the sole advisor at Hamrick Financial, LLC in Weatherford, Texas, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Hamrick Financial since 2008. Hamrick Financial serves individual and high-net-worth clients by providing investment supervisory services and fee-based financial planning, managing approximately $51.3 million in primarily non-discretionary assets. The firm emphasizes portfolio monitoring, asset allocation, and security selection aligned with clients’ written Investment Policy Statements and requires client authorization for trades.

Michael Babbin is a CFP® professional with 26 years of experience in financial advising. He is the principal at Western Reserve Wealth Management LLC, where he has worked since 2021. Prior to that, he spent a decade with LPL Financial LLC and Redwood Financial Network. He is also a licensed insurance agent. Western Reserve Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages approximately $35 million across about 30 client relationships, employing asset-allocation-based ETF strategies and combining fundamental, quantitative, and technical analysis with modern portfolio theory.

Hayden Hill is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently affiliated with BentOak Capital and Garrett Wealth Advisory Group and has prior experience at LPL Financial and Snow Garrett Wealth Management. Hill serves on the Texas Tech University Personal Financial Planning Alumni Advisory Board and is a partner at PR3S Properties, LLC, where he assists in managing and analyzing real estate investments. BentOak Capital, operating as Garrett Wealth Advisory Group, provides comprehensive financial planning, discretionary portfolio management, wealth-management services, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers a sponsored wrap fee program alongside educational seminars for retirement plan clients.

Christopher Browning is a CFP® professional with six years of experience, affiliated with BentOak Capital in Weatherford, TX. He has served as an associate professor at Texas Tech University since 2013. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning and discretionary portfolio management, tailoring portfolios using a blend of fundamental, technical, and cyclical analysis. The firm also provides retirement plan consulting and sponsors a wrap fee program, offering educational seminars as part of its services.

Jason Mcgarraugh is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with BentOak Capital, operating under Garrett Wealth Advisory Group since 2024, and previously worked at Neal Financial Group, L.P., LPL Financial, and Waddell & Reed. Mcgarraugh holds a Series 66 license and is based in Weatherford, Texas. 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 typically manages accounts on a discretionary, wrap-program basis, employing a combination of fundamental, technical, and cyclical analysis while utilizing third-party technology for ongoing portfolio monitoring and client reporting.

David Garrett is a CFP® with 32 years of experience in financial advisory. He is currently with BentOak Capital and has held roles at Garrett Wealth Advisory Group, Snow Garrett Wealth Management, and LPL Financial. He serves on the board of the Weatherford-Parker County Economic Development Corporation and is a for-profit board member of Texas Bank. 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 utilizes a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers services through a wrap-program model supported by third-party technology and ongoing due diligence of independent managers.

Terin Rundus is a financial advisor at BentOak Capital with a Series 65 designation. He has held positions at multiple firms since 2023 and has experience working with Kansas State University in various roles. 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 employs a mix of fundamental, technical, and cyclical analysis and manages accounts primarily on a discretionary, wrap-program basis.

James Sargent is a CFP® professional with 14 years of industry experience. He currently serves at BentOak Capital and has previously worked with LPL Financial, Bank of America, Merrill, and Snow Garrett Wealth Management. He has been associated with Garrett Wealth Advisory Group since 2019. BentOak Capital, operating as Garrett Wealth Advisory Group, provides comprehensive financial planning, discretionary portfolio management, and retirement plan consulting for individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis, managing portfolios through discretionary wrap programs and utilizing third-party technology for planning and reporting.

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 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, LLC and Neal Financial Group L.P. 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, 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.

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 financial advisor with BentOak Capital who holds the CFP® designation and has eight years of industry experience. He previously worked at Lee Financial Company and LPL Financial. Outside of his advisory role, Tanner serves on the Texas Tech Personal Financial Planning Alumni Advisory Board and is also involved in music through his personal venture, Tanner Castle Music. BentOak Capital, operating as Garrett Wealth Advisory Group, offers comprehensive financial planning and wealth-management services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis and typically manages portfolios on a discretionary, wrap-program basis, incorporating various investment vehicles and third-party technology to support client planning and reporting.