BentOak Capital

Hayden Hill is a CFP® and Series 66-licensed advisor at BentOak Capital with seven years of industry experience. He has worked with Garrett Wealth Advisory Group, LPL Financial, and Snow Garrett Wealth Management. Hill serves as a partner at PR3S Properties, LLC, where he helps manage and analyze real estate investments. BentOak Capital serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment and wealth management, financial planning, and consulting services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor strategies to client risk profiles and employs mutual funds, ETFs, equities, debt securities, and independent managers in its portfolios.

Christopher Browning is a CFP® professional with six years of industry experience, currently serving at BentOak Capital in Weatherford, TX. He has been an Associate Professor at Texas Tech University since 2013. BentOak Capital serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment and wealth management, financial planning, and consulting services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies to client risk profiles and employs a range of investment vehicles and third-party technology while maintaining adviser-driven recommendations.

Jason Mcgarraugh is a CFP® with 22 years of industry experience, currently serving at BentOak Capital, a multi-team firm operating under Garrett Wealth Advisory Group. His prior experience includes roles at Neal Financial Group, L.P. and LPL Financial. He is also licensed as a Texas life, accident, health, and HMO agent. BentOak Capital serves individuals—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment and wealth management, financial planning, retirement plan consulting, and coordinates insurance solutions through a relationship with Halo Investing Insurance Services.

David Garrett is a CFP® with 31 years of experience in financial advising. He is currently with BentOak Capital and has previously worked at Garrett Wealth Advisory Group, Snow Garrett Wealth Management, and LPL Financial. Outside of his advisory work, he serves on the board of the Weatherford-Parker County Economic Development Corporation and holds a position on the board of a Texas bank. BentOak Capital serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment and wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis, tailoring strategies to client risk profiles and using both independent managers and LPL-sponsored program services.

Terin Rundus is a financial advisor at BentOak Capital with a Series 65 designation and two years of industry experience. Prior to joining BentOak Capital, Terin worked at Aspyre Wealth Partners and Keen Wealth Advisors. Outside of finance, Terin has held roles at Kansas State University and the Kansas State Athletic Department. BentOak Capital serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment and wealth management, financial planning, and consulting services. The firm implements portfolios using mutual funds, ETFs, individual securities, and independent managers, combining fundamental, technical, and cyclical analysis tailored to client risk profiles.

James Sargent is a CFP® professional with 13 years of experience in financial advising. He currently works at BentOak Capital and has previously been associated with firms including LPL Financial, Bank of America, and Merrill Lynch. He also maintains a role with Garrett Wealth Advisory Group LLC. BentOak Capital serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment and wealth management, financial planning, and consulting services. The firm utilizes a variety of investment vehicles and incorporates fundamental, technical, and cyclical analysis to tailor strategies according to client risk profiles, employing third-party technology including AI-enabled tools while developing recommendations through its advisers.

Alan Bunn is a CFP® and holds a Series 66 designation, currently with BentOak Capital and Garrett Wealth Advisory Group. He has two years of industry experience and has previously worked at LPL Financial LLC, Wells Fargo Bank, and other firms. Outside of his advisory role, 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, doing business as BentOak Capital, serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment and wealth management, financial planning, and retirement plan consulting, utilizing a range of investment vehicles and combining fundamental, technical, and cyclical analysis tailored to client risk profiles.

Michael Cochran is a CFP® with 10 years of experience in financial advising. He is currently with BentOak Capital and Garrett Wealth Advisory Group, having previously worked at LPL Financial, Charles Schwab & Co., and Frost Bank. Outside of his advisory role, Cochran is involved in cattle sales and serves as a committee member for the Texas & Southwestern Cattle Raisers Association Property Rights & Tax Committee. BentOak Capital serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial planning, and consulting services. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizes multiple investment vehicles including mutual funds and ETFs, and incorporates third-party technology alongside adviser-driven recommendations.

Kimberly Cushman is a financial advisor at BentOak Capital with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Neal Financial Group, and Friedberg Investment Management. Cushman is also a commissioned Texas notary. BentOak Capital serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary investment and wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing mutual funds, ETFs, individual securities, independent managers, and AI-enabled tools while tailoring strategies to client risk profiles.

Nathaniel Harness is a CFP® professional with one year of experience at BentOak Capital. He also serves as Director of Financial Planning and Professor at Texas A&M University and owns Nathan Harness Consulting, LLC, a consulting business. BentOak Capital serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes both independent managers and LPL programs, including algorithm-driven options, while tailoring strategies to client risk profiles.

Laura Werner is a CFP® with one year of industry experience, currently serving as an advisor at BentOak Capital and Garrett Wealth Advisory Group. Her prior experience includes roles at LPL Financial LLC and several positions unrelated to finance, such as at Texas Tech University and Odessa Country Club. She is also commissioned as a notary in Texas. BentOak Capital serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary investment management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor strategies to client risk profiles and utilizes both traditional and AI-enabled tools in its investment approach.

Calynn Mullins is a financial advisor at BentOak Capital with eight years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Edward Jones Investments. Mullins serves on several nonprofit boards in Weatherford, TX, including Zonta of Parker County and the Weatherford I.S.D. Education Foundation. BentOak Capital serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary investment and wealth management, financial planning, and consulting services. The firm employs a blend of fundamental, technical, and cyclical analysis, tailoring strategies to client risk profiles while utilizing a variety of investment vehicles and third-party technology tools.

Adam Strahan is a financial advisor with BentOak Capital and holds a Series 65 designation. He has one year of industry experience and previously worked at Freedom Day Solutions, LLC and served in the Texas House of Representatives. Strahan is also a licensed attorney and partner at Webb Strahan Meeks, PLLC, a law firm based in Houston. BentOak Capital serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary investment and wealth management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including mutual funds, ETFs, individual securities, and independent managers, and integrates fundamental, technical, and cyclical analysis tailored to client risk profiles.

Samuel Webb is a Series 65-licensed financial advisor at BentOak Capital with four years of industry experience. He has held roles at several firms, including Freedom Day Solutions, Frontier Investment Management, and Bettencourt Tax Advisors. Outside of his advisory work, Webb is a partner at the law firm Webb Strahan Meeks, PLLC, and serves as a visiting lecturer at Texas A&M University. BentOak Capital serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary investment and wealth management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis and uses mutual funds, ETFs, individual securities, and independent managers to tailor portfolios to client risk profiles.

Tanner Castle is a CFP® professional with seven years of industry experience, currently serving with BentOak Capital in Lubbock, TX. His prior experience includes roles at Garrett Wealth Advisory Group, LPL Financial, Lee Financial Company, and Lowell and Company. He serves on the Texas Tech Personal Financial Planning Alumni Advisory Board and is active as a musician through Tanner Castle Music. BentOak Capital serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment and wealth management, financial planning, and consulting services. The firm employs a range of investment strategies, including mutual funds, ETFs, individual securities, independent managers, and LPL-sponsored programs, combining fundamental, technical, and cyclical analysis tailored to client risk profiles.