Kathy Costner

Christine Warner is a financial advisor at Monticello Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Conservative Equity Advisors. Warner also serves as president and chief compliance officer of Clarity Compliance & Operations Services, a compliance process consulting firm. Monticello Financial Advisors serves individual and high-net-worth clients with cashflow management, asset management, and financial planning, using a combination of rules-based cashflow modeling and discretionary portfolio management. The firm integrates both passive and active strategies and coordinates with clients’ existing brokers, insurance agents, and tax professionals.

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 at Monticello Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prosperity Wealth Management, Aksys, Capital Investment Group, and Hightower Financial. Outside of his advisory role, he owns Annuity Knowledge Systems, which focuses on variable annuity data analysis and proposal development, and Mc2 Tax Consulting Services, providing tax return preparation and consulting. Monticello Financial Advisors serves individual and high-net-worth clients with cashflow management, asset management, financial planning, and model-based portfolio oversight. The firm combines rules-based cashflow modeling with discretionary portfolio management, using both passive and active strategies, and maintains affiliations with broker-dealers and insurance distribution channels.

William Ferguson is a CFP® with 16 years of experience in financial advising. He is currently with Prospera Financial Services, Inc. and has previously worked at Ferguson Wealth Management, Summit Financial Group Inc, VSR Advisory Services, Inc., and McGuire-Dyke Investment Group. Outside of advising, he builds wood projects for sale and serves as a board member of the Mt Pleasant Planning and Zoning commission. He has also taught a financial workshop and performs notarizations without compensation. Prospera Financial Services, Inc. is an enterprise-scale adviser and broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning across multiple platforms with discretionary and non-discretionary portfolio management.

Lanny Walker is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include long-term positions at Avantax Investment Services and 1st Global Advisors. He is also a CPA with ongoing involvement in Arnold Walker, Arnold & Co. P.C., and has part ownership in a financial services firm, 1st Texas Financial Services, LLP. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

David Cook is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at VALIC Financial Advisors for 11 years. Outside of his advisory role, he is involved with a real estate rental business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.