Shea Majure is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Majure serves on the board of the Higgins Branchini Shooting Foundation, a nonprofit focused on economic assistance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Jana Wortham is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and analytical tools.

Rebecca Hern is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. Her prior experience includes roles at Wedbush Securities, Bank of America, Merrill, WesBanco Securities, PNC Bank and Investments, UBS Financial Services, and Fifth Third Securities. She also serves as an executor of a family estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Patrick Barker is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2007. He helps clients understand strategies that align with their individual goals through the financial planning process. Prior to his current position, Patrick held several roles at Fidelity Investments, including Financial Planning Consultant (2005-2007), Senior Financial Specialist (2003-2005), Fixed Income Specialist (2001-2003), and Full Trader (1999-2001). He holds an Arkansas Insurance License.

Hannah Tobben is a Planning Consultant who partners with clients to develop personalized strategies aimed at growing and protecting their wealth over time. She focuses on understanding each client's financial goals and priorities to deliver long-term strategies aligned with their objectives. Hannah's professional experience includes roles as an Investment Consultant and Financial Representative at Fidelity Investments between 2023 and 2026. Outside of her professional work, Hannah has interests in fitness, Pilates, yoga, outdoor adventures, food, and social events with friends.

Elizabeth Schaab is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan since 2014. Prior to that, she was employed by Beachbody LLC from 2015 to 2017. Schaab serves as a board member on the Finance Committee for the Girl Scouts of Northeast Texas. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Marcus Patterson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. Based in Dallas, TX, he has been with the firm in its current capacities since 2021. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary program that combines institutional advisory operations with multiple regulatory registrations.

Terry Beattie is a financial advisor at UBS Financial Services with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2014. The firm serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. UBS utilizes proprietary research and model-based asset allocations to tailor strategies according to client goals and risk tolerances.

Alex Kaiser is a CFP® professional with three years of experience in the financial industry. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and previously held positions at Simmons Bank, Bank of Oklahoma, and the Trust Company of Oklahoma. Alex serves as an advisor on the Investment Committee for the Oklahoma City Ballet, contributing in a nonprofit capacity. 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 strategies.

Michael Russ is a Private Wealth Advisor with Merrill Private Wealth Management. He serves high net worth families with a focus on family wealth management strategies, liquidity management, managing new wealth, portfolio management services, and sports and entertainment clients. With over 40 years of experience, Michael specializes in values-based wealth management, discretionary investment management, concentrated stock management, and structuring fixed income portfolios. Before joining Merrill, he spent 23 years at Goldman Sachs advising high net worth families and individuals. He holds a Bachelor of Arts in Economics from Davidson College and a Master’s degree from the University of Texas. Michael holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Michael enjoys basketball, fishing, golfing, spending time with his family, table tennis, tennis, watching movies, and practicing yoga.

Emily Rosenbloom is a financial advisor with J.P. Morgan Securities in Dallas, TX. She holds a Series 66 designation and has three years of industry experience. Her prior work includes five years at Moroch and two years at Southern Methodist University. 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 and applying an ESG eligibility framework in its recommendations.

Mark Stevanovic is a financial advisor with Robert W. Baird & Co. Inc. in Southlake, TX, holding a Series 66 designation and 28 years of industry experience. He has been with Robert W. Baird since 2012. Stevanovic serves as a board member on Dallas Afterschool’s Investment and Finance Committee. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

Dustin Moheit is a CFA® charterholder with seven years of experience in the financial industry, currently serving at Morgan Stanley in Dallas, TX. His work history includes positions at Williams Capital Management and Cheldan Capital Management, L.L.C. Outside of advisory roles, he has been involved with Cheldan Homes L.P., indicating experience beyond traditional investment management. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning services.

Shelley Aguirre is a Series 66-licensed financial advisor with Ameriprise in Aledo, TX, bringing 22 years of industry experience. Her prior roles include positions at Voya Financial Partners, The Newport Group, and Academic Partnerships. She also manages an advisory business through Geaux Sooners, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed, non-discretionary recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by specialized committees to support its advisory process.

Christopher Rivera 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 in 2025, he worked at Spectrum Financial Group and Randolph Federal Credit Union, among other positions. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mitchell Stevens III is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes over 30 years at Primerica Financial Services before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Marc Simoni is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. 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 supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Ronald Pillar is a financial advisor with UBS Financial Services based in Dallas, TX, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. His prior roles include positions at M&A Securities Group, US Arma Partners, LP, and founding Pillar Capital Advisors LLC. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, combining proprietary research and model-based asset allocations to deliver customized financial planning and portfolio management.

Mark Goode IV is a Series 66-licensed financial advisor with Edward Jones in Dallas, TX, bringing six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Stanley Korshak and JCPenney. He serves as Alumni Board President for The Episcopal School of Dallas, organizing alumni activities and overseeing faculty awards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory and investment solutions through a large national network of financial advisors.

Angel Markel is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2022, he worked at Merrill from 2019 to 2022, Charles Schwab & Co., Inc. from 2017 to 2018, and Capital One Investing from 2016 to 2017. 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 range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary funds, operating under a fiduciary standard.