Colin Boddicker is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Texas Capital Bank Private Wealth Advisors, and Raymond James Financial Services Advisors. Outside of his advisory work, he is involved with Texas Christian University in a publishing capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Patricia Thompson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

Jason Devening is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2009. He serves as a trustee for multiple insurance-related trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Leslie Tollen is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and advanced modeling tools, serving clients primarily in an advisory capacity.

James Gernand is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining J.P. Morgan in 2017, he worked at Wells Fargo in various capacities from 2011 to 2017. Outside of his advisory role, he owns two small businesses related to his personal hobbies: Gernand Outdoors, focused on kayak, boat, and fishing tackle rigging, and Gernand's Woodcraft, which sells woodworking projects. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Jason Crenshaw is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He operates a hobby farm in Ferris, TX. Edward Jones is a full-service wealth management firm with over 23,700 advisors that supports more than four million clients across individual and institutional segments. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pamela Chao is a Series 66 licensed financial advisor with UBS Financial Services in Dallas, TX. She has seven years of industry experience, including three years at Kitano Capital prior to joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Derrick Lytle is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and to introduce solutions available through Merrill and Bank of America. His approach focuses on empowering clients to make informed decisions about their financial lives and selecting platforms that meet their needs. Derrick's areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. He holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree from Oklahoma State University and is a member of the CFA Institute. Outside of work, Derrick is involved in various community activities including serving as a board member for Men of the Sacred Hearts and Legatus, and participating with children's soccer teams. His personal interests include adventure sports, music, reading, soccer, and spending time with his family.

Trevion Green is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018. Prior to that, he was employed at Capital One and G's Gropro. 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 recommendations.

Richard Zulick is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2015, following prior roles at Barclays Capital Inc. and Lehman Brothers Inc. Outside of his advisory work, Zulick is involved in sports management and athlete representation through his ownership of Allegiance Sports Management Group LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

Candice Gladney is a Financial Advisor with Merrill Lynch Wealth Management, based in the Dallas-Fort Worth area. She focuses on helping professionals navigate significant life transitions such as career changes, divorce, and retirement by developing personalized financial strategies. Candice serves as a resource for a broad range of financial needs, including investing, retirement planning, and unexpected expenses. She also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Before becoming a financial advisor, Candice worked as a social worker and mortgage lender, experiences that shaped her understanding of financial challenges beyond numbers to include confidence and lasting security. She holds a Bachelor's degree from Tarleton State University and a Master's degree from the University of Texas at Arlington. Candice is also a Personal Investment Advisor (PIA) and a member of Texas Wall Street Women (TXWSW). Outside of her professional life, Candice enjoys reading, spending time with her family, and traveling.

Lindsey Fox is a financial advisor at Merrill in Dallas, TX, holding Series 63 and Series 66 licenses with 10 years of industry experience. She has been with Merrill since 2015. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Noor Ali Ismail is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with J.P. Morgan Securities in Dallas, TX, having previously worked at UBS Financial Services for 10 years. In addition to his advisory role, he is also an employee of JPMorgan Chase Bank, where he offers 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 applying an ESG eligibility framework in its recommendations.

Emma Alexander is a Series 66-registered financial advisor with J.P. Morgan Securities in Dallas, TX, with five years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021 and previously spent six years at KPMG LLP. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Tawn Bullock is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Acura of Bellevue. Outside of his advisory work, Bullock has been involved with Bullock Media for over a decade. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

John Phillips is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and one year of industry experience. Prior to joining UBS in 2026, he worked at Morgan Stanley for one year. Outside of finance, he is involved with PMC Valet Parking in Nashville, Tennessee, in a customer service role. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Henry Becker Jr. is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Goldman Sachs and Hayman Capital Management. He is based in Dallas, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, manager and fund searches, and customized performance reporting through a non-discretionary advisory approach.

Loren Koziol is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and with 20 years of industry experience. He has been with UBS Financial Services since 2005. Outside of his advisory role, he serves as the independent executor of his mother's estate, managing debts, assets, and distributions to heirs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Chad Runnels is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining RBC Capital Markets in 2021. Runnels serves as an officer and secretary for Stuart Enterprises, a family-owned business, and is a board member of the Municipal Advisory Council of Texas. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by a broad capital-markets platform and affiliated asset managers.

Arthur Jackson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at CitiGroup Global Markets Inc. and Citigroup NA prior to joining J.P. Morgan Securities in 2023. 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 applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis, with clients retaining final decision-making authority.