BentOak Capital

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® with 22 years of industry experience, currently serving at BentOak Capital, a team within Garrett Wealth Advisory Group. His prior experience includes roles at Neal Financial Group, L.P. and LPL Financial. BentOak Capital provides comprehensive financial planning, discretionary portfolio management, and retirement plan consulting primarily for individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis and sponsors a wrap fee program while offering educational seminars as part of its retirement plan services.

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 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.

Nathaniel Harness is a CFP® and Series 66 credential holder with one year of industry experience. He is currently with BentOak Capital and also serves as the Director of Financial Planning and a professor at Texas A&M University, a role he has held since 2015. Additionally, he owns Nathan Harness Consulting, LLC, a consulting business unrelated to investment advising. 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 mix of fundamental, technical, and cyclical analysis and typically manages portfolios on a discretionary, wrap-program basis.

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 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.