Charles Taylor

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.

Mark Sachse is a financial advisor at Access Financial Group, LLC with 28 years of industry experience. He holds a Series 63 designation and has held leadership roles including CEO at Access Financial Group, Inc. and Access Financial Group, LLC. Outside of his advisory work, he owns an independent insurance agency and an estate planning business. Access Financial Group provides discretionary asset management and financial planning services to individuals, charitable organizations, and small businesses. The firm combines fundamental and technical analysis to tailor portfolios, conducts regular account reviews, and offers advice on a broad range of investments including retirement rollovers.

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.

Kollin Pletcher is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at PlanMember since 2018 and also operates Comprehensive Financial Solutions, his own securities and insurance sales business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering education, support, and investment options through risk-based mutual fund portfolios managed within a strategic asset allocation framework.