Aaron Davis is a financial advisor with Preferred Retirement Options, Inc in Las Vegas, NV, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He has worked with Preferred Retirement Options since 2018 and Barkdull Financial Group since 2015. In addition to his advisory role, Aaron manages insurance policies as an insurance agent for Barkdull Financial Group. Preferred Retirement Options primarily 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 focuses on client relationships and ongoing coaching through workshops and seminars.

Vern Barkdull is a financial advisor with Preferred Retirement Options, Inc in Las Vegas, NV, holding a Series 65 designation and seven years of industry experience. He has worked with Preferred Retirement Options since 2018 and has been a self-employed insurance agent and partner at Barkdull Financial Group since 2008. Vern manages insurance policies for clients and oversees other agents within his insurance business. Preferred Retirement Options primarily serves individual clients and sponsors of corporate retirement plans, offering financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which handles discretionary investment management and trading while Preferred Retirement Options maintains client relationships and conducts annual reviews.