Christine Warner is a financial advisor at Monticello Financial Advisors with 24 years of industry experience. She holds Series 66 and Series 63 designations and has held roles at Monticello Financial Group LLC, Fortune Financial Services, Inc., and Mycroft Research, LLC/Conservative Equity Advisors. Warner is also president and chief compliance officer of Clarity Compliance & Operations Services, a compliance consulting firm. Monticello Financial Advisors provides financial planning and discretionary asset management to individuals, including high-net-worth clients, as well as trusts, estates, and retirement plans. The firm employs a data-driven, rules-based process for cashflow and annuity management, combining passive and active investment strategies with an emphasis on diversification and client-authorized discretionary trading.

Mark Sachse is a financial advisor at Access Financial Group, LLC with 28 years of industry experience. He holds a Series 63 designation and has held leadership roles including CEO at Access Financial Group, Inc. and Access Financial Group, LLC. Outside of his advisory work, he owns an independent insurance agency and an estate planning business. Access Financial Group provides discretionary asset management and financial planning services to individuals, charitable organizations, and small businesses. The firm combines fundamental and technical analysis to tailor portfolios, conducts regular account reviews, and offers advice on a broad range of investments including retirement rollovers.

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.

Michael Morrow is a financial advisor with Aspen Creek Wealth Management, LLC, holding Series 63, 65, and 66 credentials and bringing 20 years of industry experience. He has held roles at several firms, including Tyler Wealth Management and Northwestern Mutual Investment Management. He is also President and owner of Aspen Creek Wealth Strategies, where he oversees operations and manages the sales and marketing of fixed insurance products. Additionally, he serves as a board member and advisor for MDM Permian, Inc. Aspen Creek Wealth Management is an eight-advisor team serving individuals, high-net-worth clients, business owners, and retirement plans. The firm provides discretionary portfolio management, financial planning, and investment consulting, employing a blend of fundamental, technical, and cyclical analysis while offering structured and alternative investments to eligible clients.

Daniel Strickland is a financial advisor with Sutterfield Financial Group, Inc. in Daingerfield, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Sutterfield Financial Group since 2011. Outside of his advisory role, he serves as CFO of COX LOGISTICS LLC, a transportation trucking company. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm integrates portfolio management with accounting, tax preparation, and captive insurance services, employing proprietary model allocations monitored by an internal investment committee.

William Ferguson is a CFP® professional with 16 years of industry experience. He is currently with Ferguson Wealth Management at Prospera Financial Services, Inc., having previously worked at McGuire-Dyke Investment Group and Summit Financial Group. Outside of his advisory role, he teaches financial workshops, builds and sells wood projects, and serves as a board member of the Mt. Pleasant Planning and Zoning Committee. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

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.

Kollin Pletcher is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at PlanMember since 2018 and also operates Comprehensive Financial Solutions, his own securities and insurance sales business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering education, support, and investment options through risk-based mutual fund portfolios managed within a strategic asset allocation framework.

David Cook is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Valic Financial Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to his advisory work, Cook is involved in managing non-investment business entities related to real estate rental. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and research resources.

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 six 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, and he spent five years at Titus Regional Medical Center. Taylor also serves as an adjunct associate professor in the EMS department at Northeast Texas Community College, where he teaches paramedic and EMT classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, investment strategies, and affiliated financial services.

Andrew Arnold is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services and 1ST Global Advisors. Arnold is also a partner at Arnold, Walker, Arnold & Co., P.C., a public accounting firm providing tax preparation and audit services, and serves as a trustee for the Burge Children's Trust. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes various program options and investment strategies.

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.

David Thomas is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s. Thomas is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers tiered wrap-fee solutions rather than fixed fees.

Jordan Jones is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in education at Pittsburg Independent School District and Mount Vernon Independent School District. He also has nine years of experience in the hospitality industry at The Barrel House Bar and Grill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

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.

Savannah Phillips is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has seven years of industry experience. Her prior work includes roles at Raymond James Financial, Alliance Bank Financial Services, and Northwestern Mutual Investment Management. In addition to her advisory work, she is actively involved in community organizations in Mount Vernon, TX, serving in leadership and board roles for several local clubs and youth sports associations. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through multiple program structures and third-party managers.

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.

George Fite III is a financial advisor at Edward Jones in Mt Vernon, TX, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns and operates Fite Farms in Mount Pleasant, TX, where he raises cattle. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial 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 Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Edward Jones for 13 years before joining Raymond James in 2023. He is also the owner and CEO of Durrum Wealth Management in Mount Pleasant, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm employs tailored non-discretionary planning and analytical tools to align recommendations with client goals and offers specialized municipal and employer advisory services.

Jennifer Wildman is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. Her prior work includes roles at Avantax Advisory Services and 1st Global Advisors, along with ongoing involvement in 1st Texas Financial Services and a CPA firm. Outside of her advisory duties, she serves as treasurer of the Titus County Child Welfare Board and assists with bookkeeping for a family-owned yard equipment business. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm offers diverse program structures, including automated allocations and bespoke strategies, supported by a large network of advisors and extensive assets under management.