Brian Sacks is a financial advisor with Oppenheimer, holding a Series 66 designation and six years of industry experience. He has been with Oppenheimer since 2019 and previously worked at Baylor University from 2015 to 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory options.

Jeffrey Mason is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of advising, he is the owner of Brechnitz Group LLC, a business entity created for his RJ Select Office. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services with a variety of portfolio management styles supported by extensive in-house research and affiliated sub-advisers.