Daniel Oppenheim is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and four years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Huntington Bank. 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 non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Kristen Cobb is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 66 licenses and 21 years of industry experience. She has been with JPMorgan Chase and J.P. Morgan Securities since 2010. Outside of her advisory role, she is an owner and partner of P Nut Parties LLC, an LLC used for personal investment purposes. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Alexander Kickham is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, and UnitedHealth Group. Since 2019, he has been with J.P. Morgan Securities. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Zachary Philiph is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior work experience with JPMorgan Chase Bank, N.A., JP Morgan Private Bank, Booz Allen Hamilton, and service in the United States Navy. He serves as a board member and treasurer for the United States Naval Academy North Texas Alumni Association, a nonprofit organization that connects Naval Academy alumni in the region. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

James Hafele is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Dallas, TX. He previously worked at Stifel for 10 years before joining Morgan Stanley in 2025. Outside of his advisory role, Hafele is an executive producer involved in liner notes production within the media and entertainment sector. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Scott Summers is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Stephens Inc and ORIX USA Corporation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Edward Heartfield Jr. is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 63 designation and over 32 years of industry experience. His prior experience includes tenures at Bank of America and Merrill Lynch. Outside of his advisory role, he is a financial investor and owner/partner in Three Grapes Inc., a vineyard business. 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.

Megan Danko is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with five years of industry experience. Her prior positions include roles at Goldman Sachs and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in portfolio recommendations.

Ross Hunter is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to define their financial goals and develop portfolio strategies aimed at achieving those objectives. He provides ongoing advice and adjusts portfolios as clients' situations evolve. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Georgia Southern University.

Trevor Fahr is a financial advisor at Morgan Stanley with 26 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools in its financial planning process.

Michael Salinaro is a financial advisor with Stifel, Nicolaus & Co., Inc. in Dallas, TX, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Stifel since 2001. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Link is a CFP® and CFA® with 22 years of industry experience. He has been with Link Financial Corporation, an independent firm based in Dallas, TX, since 1983. Outside of his advisory role, he serves as president and business manager of a separate family-run consulting business that assists nonprofit organizations and families with college selection and admission. Link Financial Corporation operates as a sole-advisor independent firm. The firm focuses on providing personalized financial advice tailored to individual client needs.

Jeffrey Clark is a Series 65-licensed financial advisor with 16 years of industry experience. He has been the principal of Clark Financial LLC since 2009. The firm provides discretionary investment advisory and portfolio management services primarily to individual clients, while also serving a small institutional client base. Clark Financial combines typical individual-focused services with a limited institutional practice and employs both percentage-of-AUM and performance-based fee arrangements.