David Feldner is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was the owner of The Feldner Group LLC, a health insurance brokerage, and has over a decade of experience with nonprofit organizations including Kids Across America and Cru/Campus Crusade for Christ. Through his previous business, he assisted approximately 50 Medicare and ACA clients during the 2024 annual enrollment period. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Marcie Wallenmeyer is a Series 66-licensed financial advisor at Edward Jones in Dallas, TX, with one year of experience at the firm. Her prior work history includes roles in various independent school districts from 2015 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branches.

Jason Haddix is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its large advisor and branch network as well as its affiliated capabilities beyond advisory services.