Matthew Mc Cracken is an advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at First State Bank of Burnet and Investment Centers of America, along with operating his own advisory businesses since 2005. He is also involved in life insurance sales alongside his advisory work. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party managers, integrating financial planning with investment management.

Randall Smith is a financial advisor at Dominion Portfolio Management, Inc. with 28 years of industry experience. He holds a Series 66 designation and has been with Dominion Portfolio Management since 2011, previously working at Dominion Investor Services, Inc. and currently involved in ranching operations at Circle R Ranch. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management through customized strategies that incorporate fundamental, technical, and economic analysis across a range of asset classes. The firm offers both discretionary and non-discretionary services and is affiliated with Calton & Associates, Inc. and other related entities.

Boyce Mc Loud is a Series 65 licensed advisor at Markowski Investments with nine years of industry experience. He has worked at Tradeway since 2013 and is also active as a seminar speaker and sales contractor in the insurance sector. Markowski Investments provides personal financial planning and discretionary portfolio management to a range of clients, including individuals, families, high-net-worth clients, and charitable organizations. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis, focusing on both long-term positions and tactical adjustments.

Rix Smith is a financial advisor at Dominion Portfolio Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dominion Portfolio Management and related firms since 1991. He is president of Dominion Financial Services, Inc. and GQO Investment Advisors, Inc. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses. The firm offers discretionary and non-discretionary management primarily through long-term trading and periodic rebalancing, tailoring investment advice to clients’ goals, time horizons, and risk tolerance.

John Boyd is a financial advisor at Dominion Portfolio Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dominion Portfolio Management since 2011, as well as at affiliated firms including Dominion Investor Services and Calton & Associates. Outside of his advisory role, Boyd holds a minority ownership interest in an indoor shooting range in Amarillo, TX. Dominion Portfolio Management serves individual and high-net-worth clients and businesses, providing fee-based portfolio management with strategies tailored to client goals, time horizons, and risk tolerance. The firm employs a combination of fundamental, technical, and economic analysis across various asset classes and offers both discretionary and non-discretionary services.

Bryan Clemmons is a financial advisor with Dominion Portfolio Management, Inc. in Athens, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Edward Jones and Dominion Investor Services, Inc., and he currently operates a separate investment-related business under the name Clemmons Investments. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management tailored to client goals, time horizons, and risk tolerance through a combination of fundamental, technical, and economic analysis.

William Hester is a financial advisor with Dominion Portfolio Management, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at multiple firms, including Dominion Portfolio Management since 2017 and Calton & Associates since 2023. Outside of his advisory work, he is involved in accounting and tax services through Hester & Company, PC, and leads a ranching operation as president of R4HR Inc. Dominion Portfolio Management serves individual and high-net-worth clients, as well as businesses, providing fee-based portfolio management tailored to client goals, risk tolerance, and time horizons. The firm employs a range of investment strategies using individual securities, ETFs, mutual funds, and third-party money managers.

Joy Lawrence is a financial advisor at Dominion Portfolio Management, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Dominion Portfolio Management since 2013, also working at Calton & Associates, Inc. since 2023. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management that includes individual securities, ETFs, mutual funds, and third-party money managers. The firm customizes investment strategies based on client profiles and employs a combination of fundamental, technical, charting, and economic analysis.

Jonathan Voitle is a financial advisor at Stonewater Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at First United Bank and Wyndham. Outside of his advisory role, he operates a seasonal duck hunting guide business. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, combining fundamental and technical analysis to manage client portfolios.

Drew Nixon is a financial advisor with Dominion Portfolio Management, Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Dominion Portfolio Management since 2017 and has held prior roles at several firms including Summit Financial Group and VSR Advisory Services. Outside of advisory work, Nixon is a partner in a CPA firm and is involved in several non-investment-related business ventures, including an events rental company and a ranch partnership. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management on discretionary and non-discretionary bases. The firm customizes investment strategies using a combination of fundamental, technical, and economic analysis, offering a range of approaches from long-term allocations to shorter-term trading across various asset classes.

James Hughes Jr. is a financial advisor with Dominion Portfolio Management, Inc. in Jasper, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Dominion Portfolio Management since 2017 and prior experience with firms such as VSR Advisory Services and Summit Brokerage Services. Outside of advisory work, Hughes is involved in life and health insurance sales through Texas Financial Center, which he owns and operates, and he is a minority owner and agent at Timberlake Insurance Group, focusing on property and casualty insurance. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management tailored to investor profiles. The firm employs a variety of investment strategies using individual securities, ETFs, mutual funds, and third-party managers, with an approach that includes fundamental, technical, charting, and economic analysis.

Johana Huff is a financial advisor at Calton & Associates, Inc. with 37 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Calton & Associates since 2012. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of investment programs and analytic approaches, combining registered investment adviser and broker-dealer services.

Lester Sack Jr. is a financial advisor with Calton & Associates, Inc. in Austin, TX, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Calton & Associates since 2012. Outside of his advisory role, he is a partial owner of a nail polish wholesale and retail business and owns a commercial real estate property management company. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, financial planning, and retirement plan consulting, offering both fee-based and commissionable products. The firm provides tailored investment strategies through various program structures and employs a range of analytic approaches, including fundamental and technical analysis as well as covered-call strategies.

Don Guess is a financial advisor with Calton & Associates, Inc. in Cedar Park, TX, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Calton & Associates since 2013. Outside of his advisory role, he serves as a director on the board of the Metropolitan Breakfast Club, a networking organization featuring weekly speakers. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management options, alongside commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and broker-dealer.

Sue Bunner is a financial advisor at Calton & Associates, Inc. in Austin, TX, holding Series 63 and Series 66 licenses with 42 years of industry experience. She has been with Calton & Associates since 2011. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and investment approaches tailored to client goals and risk tolerance, operating as both a registered investment adviser and a broker-dealer.

Robert Pullin is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Principal Securities Inc. since 2016 and has a long tenure with Principal Life Insurance Company dating back to 1980. In addition to his advisory role, he sells group medical insurance for carriers such as United and Assurant. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, implementing investments mainly on a discretionary basis through these managers.

John Rowe is a CFP® and ChFC® with 12 years of industry experience. He is currently with A Sling & A Stone, Incorporated and has previously worked at firms including The Leaders Group, Inc., Equitable Advisors, and Bank of America. Outside of his advisory role, he is involved in life insurance and annuity sales through a separate agency. A Sling & A Stone, Incorporated serves clients with a focus on financial planning and investment advisory services, operating as a supported firm with a small team.

John Edgecomb Jr. is a CFP®-certified financial advisor with 20 years of industry experience, currently with LPL Financial. His prior experience includes roles at Raymond James & Associates Inc, Bank of America, N.A., and Merrill. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, delivering a range of financial planning and asset management solutions supported by an in-house research team.

John Pinney III is a financial advisor at Edward Jones in Burnet, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Texas First Rentals LLC and PSS Industrial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jesus Silva De La Hoya is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Patricia A Dukes is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. She has been with UBS Financial Services Inc. since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

William Lynch IV is a financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2020 and previously spent eight years at Lennar Homes Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Cray Martin is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 1998. Outside of his advisory work, he owns and operates CR Martin Ranch, a private cattle production and agricultural enterprise. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings that include fee-based financial planning and portfolio management.

Grayson Jaynes Sr. is a financial advisor at Edward Jones with 15 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2010. Outside of his advisory role, he volunteers with Weakday Ministries in Burnet, TX, participating on the prayer team and supporting fundraising and men's ministry activities, and serves on the board and fundraising committee for Young Life in Marble Falls, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market funds.