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Matthew M

Series 63, Series 66

Burnet, TX

A Sling & A Stone, Incorporated

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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Cash flow / budgeting
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John R

CFP®, ChFC®, Series 63, Series 65

Burnet, TX

A Sling & A Stone, Incorporated

John Rowe is a CFP® and ChFC® with 13 years of experience in the financial industry. He is currently affiliated with A Sling & A Stone, Incorporated and has held positions at firms including The Leaders Group, Inc, Equitable Advisors, and Bank of America. In addition to his advisory role, he is involved in life insurance and annuity sales. A Sling & A Stone, Incorporated provides advisory services to individuals, trusts, corporations, and limited partnerships, offering both discretionary portfolio management and non-discretionary fund administration. The firm utilizes a proprietary Market Anomaly Program for investment implementation, alongside passive indexed models and hedged index variants, and sponsors a private fund with the adviser serving as general partner.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Cash flow / budgeting
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Jonathan V

Series 65

Kingsland, TX

Stonewater Wealth Management, Inc.

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.

Options & derivatives strategies Real estate investing Annuities
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Robert P

Series 63, Series 65

Burnet, TX

Principal Financial Services

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 worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1980. He also 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, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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John P

Series 66

Burnet, TX

Edward Jones

John Pinney III is a Series 66 licensed financial advisor with Edward Jones in Burnet, Texas, and has one year of industry experience. Prior to joining Edward Jones, he worked at PSS Industrial Group for ten years and Texas First Rentals LLC for one year. He is also the owner of a rental property in Houston, Texas. 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 large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Elizabeth F

Series 66

Burnet, TX

Edward Jones

Elizabeth Faulkenberry is a financial advisor at Edward Jones in Burnet, TX, holding a Series 66 designation. She joined Edward Jones in 2024 and has prior experience working with Cumberland County Schools and as a homemaker. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jesus S

CFP®, ChFC®, Series 66

Burnet, TX

Edward Jones

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.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Patricia A D

Series 66

Buchanan Dam, TX

UBS Financial Services

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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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William L

Series 66

Kingsland, TX

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Thomas M

Series 63, Series 65

Kingsland, TX

OSAIC

Thomas Moore is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Securities Corporation for nine years. He is also involved in several business ventures, including ownership of a retail floral and gift shop and participation on the board of a grief support group for parents who have lost children. OSAIC serves a diverse client base comprising individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage a wide range of investment options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cray M

Series 63, Series 65

Kingsland, TX

UBS Financial Services

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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Grayson J

Series 66

Burnet, TX

Edward Jones

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.

Charitable giving & philanthropy Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Founder/Business Owner
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