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.

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.