Robert Dicicco is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at Morgan Stanley since 2011, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved planning tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning primarily in an advisory capacity.

Kimberly Rubin is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2010 and concurrently associated with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

James Boynton is a financial advisor at UBS Financial Services in Dallas, TX, holding Series 63 and Series 66 credentials with 21 years of industry experience. He has worked with UBS Financial Services since 2021 and previously with J.P. Morgan Securities Inc. since 2004, including experience at JPMORGAN Chase bank dating back to 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management solutions.

Cody Zweifel is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Dallas, TX. Prior to joining Morgan Stanley, he spent 10 years with UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves a structured discovery conversation and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Joseph Johnston is a financial advisor at RBC Capital Markets with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Weitzman and Dallas Cowboys Golf Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to client risk profiles using a combination of in-house and third-party managers.

Jeannette Maddox is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to inform client strategies.

Corbin Best is a CFA® charterholder and financial advisor with 10 years of industry experience. He has worked at UBS Financial Services since 2021 and previously spent six years at JPMorgan Chase Bank and JPMorgan Securities. Based in Dallas, TX, he holds the Series 63 license. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, combining institutional trading capabilities with wealth management services.

Paul Giacomazzi is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and entering his first year in the industry. His prior roles include positions with Clergy Planning Group and work as an independent contractor. Outside of finance, he has experience with the Wolfpack Baseball Club and Kenosha Kingfish organizations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party asset managers and advisory platforms.

Numneek Singh is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Fisher Retirement Services, Fisher Investments, Charles Schwab, and Fidelity Investments among other firms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Matthew Graham is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has nine years of industry experience. He has been with JPMorgan Securities and related affiliates since 2016 and was previously involved with RHIDADDY LLC. Graham is employed by both JPMorgan Securities and JPMorgan Bank, allowing him to offer a range of banking products alongside investment services. 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 in its recommendations.

Paul Cooke is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses with 33 years of industry experience. He previously worked at Citigroup for 12 years before joining Wells Fargo in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Daniel Reyes is a Financial Advisor with Merrill Lynch Wealth Management specializing in clear guidance, steady income strategies, and fostering long-term client relationships. He focuses on developing financial plans that align with his clients' individual goals, emphasizing simplicity and achievability in long-term financial success. With expertise in areas such as education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income, Daniel takes the time to understand what matters most to each client and tailors strategies accordingly. He serves as a continuous resource, providing answers and guidance through every stage of the financial journey to help clients feel confident and supported. Daniel holds a Bachelor's Degree from the University of Texas El Paso and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is a member of Delta Sigma Pi and is involved with the Special Olympics. Fluent in English, Spanish, and German, Daniel maintains a balanced lifestyle with interests in basketball, camping, football, rock climbing, running, scuba diving, soccer, tennis, and traveling.

Jayce Frady is a financial advisor at RBC Capital Markets with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining RBC, Jayce worked at Mary Kay Inc. and Blessings Golf Club, and has a background that includes roles at Calloway's Nursery and Trinity Christian Academy. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering discretionary and non-discretionary portfolio management and financial planning services through various advisory programs. The firm integrates in-house and third-party investment managers and employs tailored strategies based on client risk profiles.

James Prince is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, Prince serves as chairman of the finance and investment committee at Prestonwood Baptist Church and is a director for Weir’s Furniture Village. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lee Kerr is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked at Highwood Capital for eleven years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver these advisory services.

Maxwell Meyers is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021, following seven years at UBS. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Karlson Haynes is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. His background includes roles at UBS Financial Services and prior educational and film industry involvement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets solutions supported by proprietary research and institutional trading capabilities.

Hayden Godat is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. He has been affiliated with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he is a passive investor in Ragged Mountain LLC. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Benjamin Garrett is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. His prior experience includes roles at Nationwide Investment Services Corporation and several other financial firms. Outside of finance, he owns Garrett Brothers Firewood, a firewood sales business based in Dallas. 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 institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

Darren Gothard is a financial advisor with Wells Fargo Clearing in Mansfield, TX, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Studio Movie Grill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.