Brian Sacks is a Series 66-registered advisor with Oppenheimer, where he has worked since 2019. He has six years of industry experience, including four years at Baylor University prior to joining Oppenheimer. Based in Angel Fire, NM, he provides advisory services within a large enterprise firm. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Jeffrey Mason is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he is the owner of Brechnitz Group LLC, an entity created for his RJ Select Office. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.