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.

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.

Jonathan Mc Cain is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. His prior roles include positions at Bank of America, Ameriprise Financial Services, Sagility, LLC, Blue Star Innovation Partners, and Southern Methodist University. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Laurie Mullins is a financial advisor at Merrill with 41 years of industry experience. She has held her current position at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. She holds the Series 63 and Series 66 designations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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.