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.

Charlie Hernandez is a financial advisor at Merrill in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. He previously worked at Bank of America and has seven years of experience at Manny's. Outside of his advisory role, he assists with managing his parents' financial affairs through a family LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Trevion Green is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018 and previously spent one year at Capital One. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research with a forward-looking capital market approach.

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.

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® 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.

Brent Pertusio is a Series 66-licensed financial advisor with Merrill, based in Fort Worth, TX, and has nine years of industry experience. He has been with Merrill and its predecessor Bank of America, N.A. since 2016 and previously worked at Bank of America Corporation from 2007 to 2016. Outside of his financial career, Brent serves as Organist-Choirmaster at Emmanuel Episcopal Church, directing a 15-person choir. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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® 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.

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 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.