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 Private Wealth Advisor specializing in developing goal-based financial strategies tailored to the unique and evolving needs of families and institutions. In this role, he serves as the primary investment strategist, aligning strategic and tactical investment approaches with client priorities and objectives. Derrick brings extensive experience in investment analysis, wealth strategy, and portfolio management acquired since 1993. He holds a Bachelor's degree from Oakland University and has earned the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP) designations. Derrick is affiliated with the CFA Institute and holds the Personal Investment Advisor (PIA) designation. His client focus areas include college education planning, family wealth management, legacy planning, tax minimization, and philanthropic planning, among others. Derrick is actively involved in his community, serving on the board of Men of the Sacred Heart and participating as a board member of Legatus. He enjoys spending time with his family, coaching children’s soccer teams, and engaging in adventure sports, music, reading, and soccer. Derrick resides in Rochester Hills, Michigan with his wife Diane and their seven children.

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 with Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2015. Outside of his advisory role, he is president and owner of Allegiance Sports Management Group LLC, which manages professional athletes. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by firm-approved planning 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.

Nicholas Routzahn is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. His career includes roles at Merrill, Bank of America, and Roncancio Wealth Management. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside advisory services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers a broad array of investment products through its affiliation with J.P. Morgan’s broader broker-dealer and banking organization.

Gregory Jones is a financial advisor with Mass Mutual Investors Services in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Jones is also involved in individual life, property/casualty, fixed annuity, and long-term care insurance as an agent and holds gaswell royalties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships using firm-approved analytical tools.

Karoline Humphries is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and spent 13 years at AllianceBernstein prior to that. She has been involved with the Symphony of Southeast Texas for over two decades. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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.

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.