Savannah Shaye Phillips

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.

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 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.

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.

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.

David Cook is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Valic Financial Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to his advisory work, Cook is involved in managing non-investment business entities related to real estate rental. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and research resources.