Bret Mc Coy

Christine Warner is a financial advisor at Monticello Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Conservative Equity Advisors. Warner also serves as president and chief compliance officer of Clarity Compliance & Operations Services, a compliance process consulting firm. Monticello Financial Advisors serves individual and high-net-worth clients with cashflow management, asset management, and financial planning, using a combination of rules-based cashflow modeling and discretionary portfolio management. The firm integrates both passive and active strategies and coordinates with clients’ existing brokers, insurance agents, and tax professionals.

Rory Mcdonald is a financial advisor at Monticello Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prosperity Wealth Management, Aksys, Capital Investment Group, and Hightower Financial. Outside of his advisory role, he owns Annuity Knowledge Systems, which focuses on variable annuity data analysis and proposal development, and Mc2 Tax Consulting Services, providing tax return preparation and consulting. Monticello Financial Advisors serves individual and high-net-worth clients with cashflow management, asset management, financial planning, and model-based portfolio oversight. The firm combines rules-based cashflow modeling with discretionary portfolio management, using both passive and active strategies, and maintains affiliations with broker-dealers and insurance distribution channels.

William Ferguson is a CFP® with 16 years of experience in financial advising. He is currently with Prospera Financial Services, Inc. and has previously worked at Ferguson Wealth Management, Summit Financial Group Inc, VSR Advisory Services, Inc., and McGuire-Dyke Investment Group. Outside of advising, he builds wood projects for sale and serves as a board member of the Mt Pleasant Planning and Zoning commission. He has also taught a financial workshop and performs notarizations without compensation. Prospera Financial Services, Inc. is an enterprise-scale adviser and broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning across multiple platforms with discretionary and non-discretionary portfolio management.

Kathy Costner is a financial advisor with Principal Financial Services in Pittsburg, TX, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Co. since 2009. In addition to her advisory role, she is involved in selling fixed life insurance, fixed annuities, disability insurance, long-term care, health insurance, and various group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, employing both adviser and promoter arrangements to support client investment needs.

Lanny Walker is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include long-term positions at Avantax Investment Services and 1st Global Advisors. He is also a CPA with ongoing involvement in Arnold Walker, Arnold & Co. P.C., and has part ownership in a financial services firm, 1st Texas Financial Services, LLP. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

David Cook is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at VALIC Financial Advisors for 11 years. Outside of his advisory role, he is involved with a real estate rental business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.