Louis Allen is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. Prior to that, he held various roles including positions at Grant Chen and Southern Methodist University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Judy Lozoria is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012. Her prior work includes positions at JPMorgan Chase Bank, N.A. There are no additional notable outside business activities reported. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Christopher Sison is a financial advisor at Edelman Financial Engines based in Dallas, TX, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Fisher Investments, Personal Capital, Ribbon Technologies, and Bear Ventures. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers both discretionary and non-discretionary investment solutions with an emphasis on diversified model portfolios, periodic rebalancing, and long-term orientation.

Caira White is a CFP® certificant and holds a Series 66 license with five years of industry experience. She currently works at Osaic Wealth and has prior experience at firms including Farther Finance Advisors and ELS Vision Wealth Management. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Brett Bailey is a financial advisor with Cetera Investment Advisers holding a Series 66 designation and two years of industry experience. His career includes roles at Cetera Wealth Services, IMG Financial Group, and Powerhouse. He is also an insurance agent selling fixed insurance products. Cetera Investment Advisers serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dylan Sellers is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has previously worked at RHSB Insurance and Theatro. Outside of his financial career, he serves on the board of the Champions Club at The Notre Dame School of Dallas, a school for students with developmental disabilities, where he volunteers to plan events and support fundraising efforts. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Lauren De Vries Shields is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. In addition to her advisory role, she is also employed by JPMorgan Bank, where she can offer certain deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

David Folmnsbee is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked for UBS Financial Services for 15 years. He serves on the finance committee of St. Rita Catholic Parish, assisting the Pastor and Headmaster in a non-voting role. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

John Davidson is a Financial Consultant at Fidelity Investments, where he has been working since 2020. In his role, he collaborates with clients to develop personalized financial plans aimed at achieving their individual goals and providing peace of mind amid market fluctuations. John has extensive experience within Fidelity Investments, having held multiple positions since 2006. His career progression includes roles such as Managed Solutions Consultant, Senior Portfolio Specialist, and Client Management Representative, among others. This breadth of experience has equipped him with a comprehensive understanding of investment strategies and client relationship management. He holds insurance licenses in Arkansas and California. Earlier in his career, John completed an internship at Prudential Securities in 2001.

Parker Young is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2022. Prior to that, he was with Westwood Holdings Group Inc for seven years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Justin Eastburn is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at UBS since 2009. Outside of his advisory work, he participates in grant evaluation and fund distribution at The Foundation at Highland Park Presbyterian Church. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocation to tailor client plans.

Markley Alexander is a Financial Advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. He has one year of industry experience, including prior roles in alternative investment management and internships. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Victor Sobers is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Outside of his advisory role, he serves as a power of attorney for a family member in Texas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jose Oseguera is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior roles include positions at Bank of America, N.A., Equitable Advisors, LLC, and roles outside the financial industry such as at PhoneIQ and MDM Wound Ventures. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

James Trousdale is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 63 designation and previously worked at CitiGroup Global Markets Inc for 12 years. His other business activities include affiliations with several investment-related entities focused on real estate in Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Howard Jr is a financial advisor with Morgan Stanley in Dallas, TX. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include eight years at Morgan Stanley Private Bank, N.A., and ongoing work with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial planning guided by structured discovery and firm-approved tools.

Adam Woldt is a Series 66-licensed financial advisor with Edward Jones in Red Oak, TX, and has two years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Gilchrist Automotive, Woldt Logistics, Uber, and Farmhouse Furnishings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Alexis Zona is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has previously worked at Dalmore Group LLC, JPMorgan Chase Bank N.A., JPMorgan Securities LLC, and AXA Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Ross Morgan is a CFP® certificant with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2012. He holds Series 66 registration and is based in Dallas, TX. Outside of his advisory role, he serves as Treasurer for the Highland Park High School Boys Cross Country Booster Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using multiple platform arrangements and model strategies.

Charlotte Berry is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and offering nine years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of solutions including discretionary portfolio management and alternative product distribution.