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 10 years of industry experience. He previously worked at Westwood Holdings Group Inc for seven years before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2022. Young holds Series 63 and Series 66 designations and is based in Dallas, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and offers capabilities including derivatives and commodities through various regulatory registrations and affiliations.

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 having 20 years of industry experience. He previously worked at Edward Jones for six years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a power of attorney for a family member, dedicating limited time to this responsibility. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

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 with Wells Fargo Clearing in Dallas, TX, holding a Series 63 designation and 23 years of industry experience. He previously spent 12 years at CitiGroup Global Markets Inc. There are no notable outside business activities reported. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, operating with more than 14,000 advisors and roughly $671 billion in assets under management.

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® with 24 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2012, and previously held roles at Howard Financial Services, Ltd., Credit Suisse Securities, and Pershing LLC. Morgan serves as Treasurer of the Highland Park High School Boys Cross Country Booster Club in Dallas, TX. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals managing a multi-billion dollar asset base.

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 at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at various financial institutions, including JPMorgan Chase and Huntington Bank. Outside of finance, he has experience working at Shadow Glen Golf Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a range of eligible investment strategies.

Kristen Cobb is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 66 licenses and 22 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of her advisory role, she is the owner and partner of P Nut Parties LLC, an investment-related entity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and may apply an ESG framework, with implementation supported by affiliates including J.P. Morgan Wealth Management Solutions.

Alexander Kickham is a Series 66 licensed advisor with J.P. Morgan Securities in Mesquite, TX, and has eight years of industry experience. He has worked with several firms, including Bank of America, Merrill, and UnitedHealth Group, before joining J.P. Morgan Securities in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG considerations within a framework where clients retain final decision-making authority.

Zachary Philiph is a Series 66 licensed advisor with J.P. Morgan Securities in Dallas, TX, having one year of industry experience. His background includes roles at JPMorgan Chase Bank, J.P. 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 supporting Naval Academy alumni in the region. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screens and qualitative research, incorporating ESG considerations and utilizing broader derivatives and commodities capabilities.

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 with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 credentials and three years of industry experience. His prior experience includes roles at Stephens Inc, ORIX USA Corporation, and Southern Methodist University. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Edward Heartfield Jr. is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 63 designation and bringing 33 years of industry experience. His career includes tenures at Bank of America, Merrill Lynch, Citigroup Global Markets, Credit Suisse Securities, and Pershing LLC. Outside of his advisory role, he is a financial investor and partner in Three Grapes Inc., a vineyard business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and incorporates an ESG eligibility framework.