Olin Barkdull is a CFP® with 12 years of experience at Preferred Retirement Options, Inc. and over four decades in the financial services industry. He has also operated Barkdull Financial Group LLC since 2008. Barkdull is licensed as an insurance agent and spends a significant portion of his time selling life, health, and mutual fund products. Preferred Retirement Options serves individual clients and corporate retirement plan sponsors, providing personalized financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages discretionary investment activities while Preferred Retirement Options focuses on client relationships and annual reviews.

James Hancock is a financial advisor with Preferred Retirement Options, Inc. in Idaho Falls, Idaho, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Preferred Retirement Options since 2009. Hancock also holds a licensed insurance agent designation and dedicates a significant portion of his time to insurance-related activities. Preferred Retirement Options serves individual clients and sponsors of corporate retirement plans, providing personalized financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages discretionary investment activities while Preferred Retirement Options maintains client relationships and conducts annual reviews.