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.

Mark Durham is a financial advisor with LPL Financial in Dallas, TX, holding a Series 63 license and over 43 years of industry experience. He has been with LPL Financial since 1991. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial products and operational support.

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.

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 credentials and 21 years of industry experience. She has been with J.P. Morgan Chase and J.P. Morgan Securities since 2010. Outside of her advisory role, she is the owner and partner of P Nut Parties LLC, an investment vehicle formerly associated with event planning. J.P. Morgan Securities LLC 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 in its investment recommendations.

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 in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

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.

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 the principal at Clark Financial LLC, an independent firm based in Dallas, TX. He holds a Series 65 designation and has 17 years of industry experience, having founded and operated Clark Financial LLC since 2009. Clark Financial LLC provides discretionary investment advisory and portfolio management services primarily to individual clients, while also serving a small institutional clientele. The firm employs common percentage-of-assets-under-management fee structures as well as performance-based fees in certain cases.