Bret Alan Mc Coy

Christine Warner is a financial advisor at Monticello Financial Advisors with 24 years of industry experience. She holds Series 66 and Series 63 designations and has held roles at Monticello Financial Group LLC, Fortune Financial Services, Inc., and Mycroft Research, LLC/Conservative Equity Advisors. Warner is also president and chief compliance officer of Clarity Compliance & Operations Services, a compliance consulting firm. Monticello Financial Advisors provides financial planning and discretionary asset management to individuals, including high-net-worth clients, as well as trusts, estates, and retirement plans. The firm employs a data-driven, rules-based process for cashflow and annuity management, combining passive and active investment strategies with an emphasis on diversification and client-authorized discretionary trading.

Rory Mcdonald is a financial advisor with Monticello Financial Advisors in Mount Pleasant, TX, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Prosperity Wealth Management, Capital Investment Group, and Hightower Financial. He owns Annuity Knowledge Systems, which focuses on variable annuity data analysis and proposal development, and Mc2 Tax Consulting Services, offering tax preparation and consulting. Monticello Financial Advisors provides financial planning and discretionary asset management for individuals, trusts, estates, and retirement plans. The firm uses a data-driven, rules-based approach to cashflow and annuity management, combining passive and active investment strategies with an emphasis on diversification and periodic portfolio reviews.

Michael Morrow is a financial advisor with Aspen Creek Wealth Management, LLC, holding Series 63, 65, and 66 credentials and bringing 20 years of industry experience. He has held roles at several firms, including Tyler Wealth Management and Northwestern Mutual Investment Management. He is also President and owner of Aspen Creek Wealth Strategies, where he oversees operations and manages the sales and marketing of fixed insurance products. Additionally, he serves as a board member and advisor for MDM Permian, Inc. Aspen Creek Wealth Management is an eight-advisor team serving individuals, high-net-worth clients, business owners, and retirement plans. The firm provides discretionary portfolio management, financial planning, and investment consulting, employing a blend of fundamental, technical, and cyclical analysis while offering structured and alternative investments to eligible clients.

Daniel Strickland is a financial advisor with Sutterfield Financial Group, Inc. in Daingerfield, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Sutterfield Financial Group since 2011. Outside of his advisory role, he serves as CFO of COX LOGISTICS LLC, a transportation trucking company. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm integrates portfolio management with accounting, tax preparation, and captive insurance services, employing proprietary model allocations monitored by an internal investment committee.

William Ferguson is a CFP® professional with 16 years of industry experience. He is currently with Ferguson Wealth Management at Prospera Financial Services, Inc., having previously worked at McGuire-Dyke Investment Group and Summit Financial Group. Outside of his advisory role, he teaches financial workshops, builds and sells wood projects, and serves as a board member of the Mt. Pleasant Planning and Zoning Committee. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

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.