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.

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.

Lanny Walker is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include long-term positions at Avantax Investment Services and 1st Global Advisors. He is also a CPA with ongoing involvement in Arnold Walker, Arnold & Co. P.C., and has part ownership in a financial services firm, 1st Texas Financial Services, LLP. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

David Cook is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at VALIC Financial Advisors for 11 years. Outside of his advisory role, he is involved with a real estate rental business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Franklin Conrad is a financial advisor with Edward Jones in Mt Pleasant, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Schlumberger, Paterson UTI, and Assure Tech Security. He is also an author of a book focused on improving collaboration and communication among financial teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs under a fiduciary standard.

Charles Taylor is a financial advisor at Edward Jones with five years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2020, he worked at Symmetry Financial Group and was self-employed in 2019. Outside of his advisory role, he serves as an adjunct faculty member in the EMS department at Northeast Texas Community College, teaching paramedic, EMT, and certification classes on an as-needed basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Arnold is a financial advisor with Cetera, holding a Series 66 credential and eight years of industry experience. He has previously worked at Avantax Advisory Services and 1st Global Advisors, and is also a partner at Arnold, Walker, Arnold & Co., P.C., a public accounting firm where he provides tax preparation and audit services. Additionally, he is involved in the Burge Children's Trust, managing investment-related responsibilities. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Erin Conrad is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Martin Resource Management from 2016 to 2019. She is also authoring a forthcoming book on coordinating communication among financial team members. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Larry Cannaday is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Linsco Private Ledger since 1999. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Patterson is a Series 66-licensed financial advisor at Edward Jones with 13 years of industry experience. He has worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bret Mc Coy is a financial advisor with Edward Jones in Daingerfield, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Mc Coy is involved in ranching as an owner and partner of JMc Cattle Company in Naples, TX. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large national network of financial advisors and branch offices.

Ann Six is a financial advisor with Edward Jones in Pittsburg, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory role, she serves as the Finance Committee Chairman for the Sherman Business & Professional Women’s Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and services under a fiduciary standard. The firm manages over $1 trillion in assets with a large network of advisors and branch offices nationwide.

Jimmy Jones Jr. is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current role since 1999 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he owns and operates a cattle ranch in Titus County, Texas, and serves on the Board of Directors for Camp County Emergency Medical Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Frank Durrum III is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years. Outside of his advisory role, he is the owner of Durrum Properties LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.

Jennifer Wildman is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cetera. Her prior experience includes roles at Avantax Advisory Services and 1st Global Advisors. Outside of her advisory work, she serves as treasurer for the Titus County Child Welfare Board and occasionally assists with bookkeeping for a family-owned yard equipment business. Cetera Investment Advisers supports a diverse client base through a large network of independent advisors, offering portfolio management, financial planning, retirement plan solutions, and access to multiple program structures that include advisor-managed accounts and third-party managed options.