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® professional with 19 years of industry experience, currently associated with J.P. Morgan Securities in Dallas, TX. His prior experience includes a decade at UBS Financial Services and four years at Credit Suisse Securities (USA) LLC. Outside of advisory roles, he is involved with Shay Interiors, LLC, a non-investment business activity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process through centralized due diligence combining quantitative and qualitative research and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Emma Alexander is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at KPMG LLP for six years. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

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® professional with 22 years of experience in the financial industry. He currently serves as an advisor at J.P. Morgan Securities and has previously worked at Hayman Capital Management and Goldman Sachs. Becker is based in Dallas, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

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 Series 66-licensed financial advisor with 13 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Citigroup Global Markets Inc. and Citigroup NA. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to build model asset allocations, with an emphasis on a non-discretionary program where clients retain final decision-making authority.

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 with RBC Capital Markets in Dallas, TX, holding Series 65 and Series 63 licenses and two years of industry experience. 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, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

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 in Dallas, TX, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan entities since 2016 and was previously associated with RHIDADDY LLC from 2018 to 2020. In addition to his advisory role, he is also an employee of JPMorgan Bank, offering bank products and services including deposit and credit products. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, utilizing forward-looking market assumptions and an ESG eligibility framework.

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.