William Thomas Ferguson

Christine Warner is a financial advisor with Monticello Financial Advisors who holds Series 63 and Series 66 licenses and has 24 years of industry experience. Her prior roles include positions at Fortune Financial Services, Mycroft Research/Conservative Equity Advisors, and Clarity Compliance, where she has served as President and Chief Compliance Officer of a compliance consulting firm. Monticello Financial Advisors provides financial planning and discretionary asset management services to individuals, trusts, estates, and retirement plans. The firm employs a data-driven, rules-based approach to cashflow and annuity management, combining passive and active investment strategies and emphasizing diversification across asset classes and managers.

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.

Michael Morrow is a financial advisor with Aspen Creek Wealth Management, LLC, holding Series 63, 65, and 66 licenses and over 20 years of industry experience. He has held positions at several firms including Tyler Wealth Management and Northwestern Mutual Investment Management. Morrow is also the President of Aspen Creek Wealth Strategies, where he oversees operations and sales 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 providing discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, business owners, and employer-sponsored plans. The firm employs a variety of investment analyses and offers 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.

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.