Laura Werner

Matthew Beeby is a financial advisor at Harvest Capital Management in Aledo, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stephens from 2014 to 2018. Outside of advisory work, he owns and manages residential real estate investments through MHB Real Estate Investments, LLC. Harvest Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a long-term, modern portfolio theory approach with fundamental analysis, offering services such as portfolio management, financial planning, and pension consulting.

Garrison Leach is the sole advisor at G.P. Leach Securities LLC in Aledo, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Cheldan Capital Management, L.L.C. and J.S. McNair Advisors. G.P. Leach Securities LLC provides quantitative portfolio management and advisory services to institutions and individual investors, offering a range of separately managed strategies executed primarily through exchange-traded funds. The firm employs a systematic, research-driven approach using proprietary models and incorporates derivatives and leverage where suitable, operating as a boutique manager with a broad and sophisticated strategy set.

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.

Joshua Brooks doesn't just manage money—he orchestrates financial victories. As founder and lead Certified Financial Planner® at Exponential Advisors, he's built his practice on a simple premise: veterans deserve financial strategies as disciplined and effective as their military training. With over two decades of military service and now serving as an Army Reserve chaplain in the 490th Civil Affairs Battalion, Joshua understands both spreadsheets and sacrifice. He's counseled soldiers through deployment stress and guided families through financial storms, discovering that the same tactical thinking that wins missions can demolish debt and build lasting wealth. At Exponential Advisors, Joshua deploys AI-enhanced financial artillery to hit every target: investment growth, risk management, tax efficiency, and legacy planning. He treats market volatility like enemy fire—anticipated, analyzed, and neutralized through superior positioning. His blockchain expertise and analytical prowess transform chaotic markets into navigable terrain. Joshua's communication cuts through financial fog like tracer rounds through darkness. He translates complex concepts into crystal-clear action plans, whether he's explaining why a Roth IRA beats traditional savings like air support beats ground assault, or demonstrating how Bitcoin fits into a diversified portfolio like special forces complement regular infantry. Every financial plan becomes a strategic operation with defined objectives, measurable outcomes, and adaptive protocols.

Timothy Dutton is a CFP® professional with five years of industry experience. He is the principal advisor at Dutton Financial Planning, LLC, an independent firm he has led since 2023. Outside of financial advising, he is a sales manager at Cowtown Express Logistics, a transportation and logistics company. Dutton Financial Planning, LLC offers discretionary asset management and financial planning services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm constructs portfolios tailored to clients’ goals and risk tolerance, utilizing a blend of analytical approaches and routinely employs third-party and co-advisory arrangements in managing client assets.