A collaborative team to count on

It takes a village, they say. And we couldn’t agree more. We believe that everyone has their own talents and wisdom to share with the world and one another, which is why drawing on our collective expertise and insight is very important to our team.

Together, we enjoy guiding our clients – our friends – through the ins and outs of their financial life. We’ve found that connecting on a personal level with you and with each other is what enables us to do our best work on your behalf.

There are a number of teams that can serve you based on your needs and location.

Our Locations

Locations Map

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, Oak Crest Advisors Branch Associate, RJFS

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, Oak Crest Advisors Branch Associate, RJFS
chtistine labounty
Christine LaBounty
Client Relationship Consultant
Michaela Mejia
Michaela Mejia
Client Service Associate

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, Oak Crest Advisors Branch Associate, RJFS
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 Investment Management Consultant
Richard Sieling
Richard Sieling, CFP®
Financial Advisor, RJFS
Bio Placeholder
Abbey Cortez
Client Service Associate

The Woodlands, TX – McLinden Financial

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

Darcy McLinden
Darcy Megan McLinden, AAMS®
Financial Advisor
Richard McLinden
Richard Charles McLinden III
Financial Advisor
Sarah Seifert
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
Public Relations Manager, Oak Crest Advisors Branch Associate, RJFS
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®, ChFC®, AAMSTM
Financial Advisor, RJFS
Kenny Kelarek Bio Image
Kenny Kelarek
Financial Advisor
Bio 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 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
254-760-3830

Bio 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®
Managing Partner, Pendle Hill 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
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 Adviser Representative
Cade Cumbie Bio Image
Cade Cumbie
Investment Advisor Representative
Miranda Landin Bio Image
Miranda Landin
Relationship Manager
Bio Placeholder
Brenna Weems
Branch Professional

Grand Junction, CO – Hutton and Kline Wealth Management

340 Grand Ave Grand Junction, CO 81501-2448
970-986-9669

david hutton
David Hutton, CFP®
Financial Advisor
kj kline
KJ Kline, AAMS®, CFP®
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
479-358-7585

Fred Fryer Bio Image
Fred S. Fryer, CFP®
Financial Advisor, RJFS Founder, Fryer Wealth Planning
Melissa Koenig Bio Image
Melissa Koenig
Client Services Manager
Kim Ransonette bio headshot
Kim Ransonette
Client Services Associate
Bio Placeholder
Andrew Tunnell
Branch 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
Michael Castro, AAMS®
FOUNDER, SPIRIT OF TEXAS WEALTH MANAGEMENT FINANCIAL ADVISOR. RJFS
Annie Hook
Annie Hook
SENIOR CLIENT SERVICE ASSOCIATE
Ash Lewis Bio Image
Ash Lewis
Personal Relations Director, Spirit of Texas Wealth Management Branch Professional, RJFS
Bio Placeholder
Diana Risha
Branch 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
Maureen Dewees
Maureen Dewees
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

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 Jr
Financial Advisor
Stormie Griffith
Branch Professional

Sheridan, WY – Sage Investment Strategies

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
YOUR FUTURE IS OUR FOCUS

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© 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Oak Crest Advisors, Gunter Financial Services, McLinden Financial, Melanie J Financial, Kinnett Borough Financial Groupy, 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 Management, Spirit of Texas Wealth Management, and Holtzman Wealth Strategies are not a registered broker/dealers and are independent of Raymond James Financial Services, Inc. Legal Disclosures | Privacy Policy | Terms of Use