A COLLABORATIVE TEAM to count on

LEADERSHIP TEAM

Matt Gunter
Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor, RJFS Co-Founder, Oak Crest Advisors
Jason S
Jason Stanley, AAMS®
Branch Manager / Financial Advisor, RJFS Co-Founder, Oak Crest Advisors
Mark Guajardo Bio
Mark Guajardo
Operations Manager
Crystal Foley bio headshot
Crystal Foley
Chief Operations Coordinator, Oak Crest Advisors Operations Coordinator, RJFS
Donna Gatlin Bio
Donna Gatlin
Director of Advisor Transitions
Kent Pendleton Bio Images
Kent Martin Pendleton, AAMS®
Sr. Vice President of Business Development & Talent Acquisition, Oak Crest Advisors Financial Advisor, RJFS
jennifer anderson
Jennifer Anderson
Compliance Manager

Belton, TX – Gunter Financial Services

204 N Penelope St, Ste A, Belton, TX 76513
254-613-5508

Matt Gunter
Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor, RJFS Co-Founder, Oak Crest Advisors
Francesca Gervascio Franzen Bio
Ms Francesca D. Gervascio-Franzen, CFP®
Financial Advisor
rachel burgess
Rachel Burgess
Marketing and Impressions Coordinator
christine labounty
Christine LaBounty
Client Relationship Consultant
Michaela Mejia
Michaela Mejia
Client Service Associate
jennifer anderson
Jennifer Anderson
Compliance Manager
Mark Guajardo Bio
Mark Guajardo
Operations Manager

Liberty Hill, TX – Oak Crest Advisors

1905 Loop 332, Liberty Hill, TX 78642
512-515-9034

Jason S
Jason Stanley, AAMS®
Branch Manager / Financial Advisor, RJFS Co-Founder, Oak Crest Advisors
Donna Gatlin Bio
Donna Gatlin
Director of Advisor Transitions
Ian Donnelly bio headshot
Ian Donnelly
Financial Advisor
Crystal Foley bio headshot
Crystal Foley
Chief Operations Coordinator, Oak Crest Advisors Operations Coordinator, RJFS
Shannon Ponton
Shannon Ponton
Client Services Associate
Brian Vance
Brian A. Vance, CFP®
Financial Advisor, RJFS Investment Management Consultant, Oak Crest Advisors
Bio Image Placeholder
Abbey Cortez
Client Service Associate
Richard Sieling
Richard Sieling, CFP®
Financial Advisor

The Woodlands, TX – McLinden Financial

2204 Timberloch Place, Ste 227, The Woodlands, TX 77380
281-503-9039

Darcy Megan McLinden, AAMS®
Financial Advisor
Richard Charles McLinden III
Financial Advisor
Sarah Seifert
Client Service Associate

Hamilton, TX – Melanie J Financial

110 N Bell St, Hamilton, TX 76531
254-386-4500

Melanie Housden bio headshot
Melanie Jo Housden, AAMS®
Founder, Melanie J Financial, LLC Wealth Management Advisor, RJFS
Jennifer Knutson bio headshot
Jennifer Knutson
Client Relationship Manager
Alexandria Reich bio headshot
Alexandria Reich
Branch Professional
Reagan Reich bio headshot
Reagan Reich
Financial Advisor
Hunter Creasy bio headshot
Hunter Creasey
Financial Advisor

Killeen, TX – Oak Crest Advisors

2100 Trimmier Rd, Ste 105, Killeen, TX 76541
254-554-4426

Ryan Ryansom Bio Image
Ryan Ransom, CFP®, CEPA®, ChFC®
Financial Advisor
Kenny Kelarek Bio Image
Kenny Kelarek
Financial Advisor
Bio Image Placeholder
Monica Smith
Administrative Assistant

Lexington, KY – Kinnett Borough Financial Group

2452 Sir Barton Way, Ste 204, Lexington, KY 40509
859-785-0282

Brad Borough Bio Image
Brad Borough
Financial Advisor
Micah Kinnett Bio Image
Micah Kinnett, CFP®
Financial Advisor
Drew Turner Bio Image
Drew Turner
Office Manager

Salado, TX – Registered Meeting Location

3366 FM 2484, Suite C, Salado, TX 76571

Temple, TX – Raymond James, Donna Heatherley Martin

2010 Birdcreek Drive, Ste 100, Temple, TX 76502
254-314-8863

Donna Martin Bio Image
Donna Mikulas Heatherley Martin, CEBS
Financial Advisor
Bio Image Placeholder
Christy Rios
Branch Professional

Temple, TX – Raymond James – John R. Holmes Sr.

2010 Birdcreek Drive, Ste 100, Temple, TX 76502
254-314-8867

John R. Holmes Sr.
John Holmes Sr.
Financial Advisor
Dee Dee Willson Bio
Dee Dee Willson
Registered Sales Assistant

Temple, TX – Raymond James – Jeffrey Coffman

16 E Avenue N, Ste 203b, Temple, TX 76501
254-598-7434

Bio Image Placeholder
Jeffrey Coffman, WMS®, CEP®
Financial Advisor

Montgomery, TX – Pendle Hill Advisors LLC

14375 Liberty St, Ste 109, Montgomery, TX 77356
936-297-8267

Kent Pendleton Bio Images
Kent Martin Pendleton, AAMS®
Sr. Vice President of Business Development & Talent Acquisition, Oak Crest Advisors Financial Advisor, RJFS

St. Petersburg, FL – Maestro Financial Partners

470 Third Street S, Ste 102, St Petersburg, FL 33701
505-278-7100

Shawn Waked, CFP®
Financial Advisor, RJFS

Lubbock, TX – Cumbie Financial

5703 114th St, Ste 110, Lubbock, TX 79424
806-516-8910

Jay Cumbie Bio Image
Jay Cumbie
Investment Advisor Representative
Cade Cumbie Bio Image
Cade Cumbie
Investment Advisor Representative
Miranda Landin Bio Image
Miranda Landin
Relationship Manager
Bio Image Placeholder
Brenna Weems
Branch Professional

Grand Junction, CO – Hutton and Kline Wealth Management

340 Grand Ave Grand Junction, CO 81501-2448
970-285-4068

david hutton
David Hutton, AAMS®
Financial Advisor
kj kline
KJ Kline, AAMS®, CFP®
Senior Financial Advisor
margarita ybarra
Margarita Ybarra
Office Manager

Helotes, TX – Dominion Wealth and Retirement

14239 Old Bandera Rd, Ste A, Helotes, TX 78023
210-455-1445

Robin Fenn Bio Image
Robin Fenn
Financial Advisor
Eric Fenn Bio Image
Eric Fenn, AAMS®
Financial Advisor
Chelsea Peeler Bio Image
Chelsea Peeler
Senior Administrator

Rogers, AR - Fryer Wealth Planning

11 Halsted Circle, Suite A, Rogers, AR 72756-3145
479-335-1174

Fred Fryer Bio Image
Fred S Fryer, CFP®
Financial Advisor, RJFS Founder, Fryer Wealth Planning
Melissa Koenig Bio Image
Melissa Koenig
Client Services Manager
Bio Image Placeholder
Shelley Fryer
Office Manager
Kim Ransonette Bio Headshot
Kim Ransonette
Client Services Associate

Ingram, TX – Sage Investment Advice

320 Highway 39, Ingram, TX 78025
830-367-7243

Amy Bush Bio Image
Amy Bush, AAMS®
Financial Advisor
Wendy Mieske Bio Image
Wendy Mieske
Client Service Associate

Steamboat Springs, CO – Bridgewater Wealth Management

3001 S Lincoln Ave, Steamboat Springs, CO 80487
970-875-7200

Gene Bridgewater Bio Image
Gene Bridgewater, CPFATM
Financial Advisor

Montgomery, TX – Spirit of Texas Wealth Management

21499 Eva St, Montgomery, TX 77356
936-449-1409

Michael Castro
Miguel Angel Castro, AAMS™
Founder, Spirit of Texas Wealth Management Financial Advisor, RJFS
Annie Hook
Annie Hook
Senior Client Service Associate

Lubbock, TX – Holtzman Wealth Strategies

4412 74th St, Ste D100, Lubbock, TX 79424
806-701-4083

Zachary Holtzman
Zachary Holtzman
Financial Advisor
Rhonda Hodges
Rhonda Hodges
Client Service Associate

Durango, CO - Silva Wealth Management

125 Mercado St, Ste 117, Durango, CO 81301
970-900-7074

Jason Silva
Jason Silva
Financial Advisor
Suzze Shelton
Suzze Shelton
Client Relationship Manager

Rockwall, TX - JD Wealth Management

1101 Ridge Rd, Ste 238, Rockwall, TX 75087
469-299-7163

Justin Dollins Bio Headshot
Justin Ryan Dollins, CRPCTM
Financial Advisor
Heidi Lanier Bio Image
Heidi Lanier
Client Service Specialist

Bozeman, MT - Oak Crest Advisors

1174 Stoneridge Dr Ste 302, Bozeman, MT 59718-9850
406-613-7557

Doug Castle
Doug Castle
Financial Advisor

Cortez, CO – Tipton Weber Wealth Management

22 S. Washington, Cortez, CO 81321
970-564-7126

Elizabeth Tipton
Elizabeth Tipton Weber, CFP®, ChFC®
Financial Advisor

San Antonio, TX – Keystone Group

17806 W Interstate 10 Ste 300, San Antonio, TX 78257
281-482-8225

Gary Morgan Bio Headshot
Gary Morgan Jr
Financial Advisor, RJFS
Brittany Morgan Bio Headshot
Brittany Morgan, AAMS™
Financial Advisor

El Dorado, AR – Oak Crest Advisors

525 N Washington Ave, Suite 1, El Dorado, AR 71730
870-639-8027

Tombo Watts Bio Headshot
Thomas Watts
Financial Advisor
Stormie Griffith
Branch Professional

Sheridan, WY – Sage Investment Strategies

841 Broadway St Ste 211, Sheridan, WY 82801
307-314-3320

Anna Bailey Bio Headshot
Anna C. Bailey, CFP®
Financial Advisor

San Antonio, TX - Haffner Private Wealth

17806 IH 10, Suite 300 San Antonio, TX 78257
210-550-3777

Catherine Haffner
Catherine Haffner
Financial Advisor

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Oak Crest Advisors, Gunter Financial Services, Oak Crest Financial, McLinden Financial, Melanie J Financial, Kinnett Borough Financial Group, Pendle Hill Advisors LLC., Maestro Financial Partners, Cumbie Financial, Hutton and Kline Wealth Management, Dominion Wealth and Retirement, Fryer Wealth Planning, Sage Investment Advise, Bridgewater Wealth, Spirit of Texas Wealth, Holtzman Wealth Strategies, Silva Wealth Management, JD Wealth Management, Tipton Weber Wealth Management, Sage Investment Strategies, and Haffner Private Wealth are not registered broker/dealers and are independent of Raymond James Financial Services.

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