Yu San Mebane is a financial advisor with LPL Financial in Mansfield, TX, holding the CFP® designation and Series 63 and 65 licenses. Mebane has 26 years of industry experience, including over 23 years with LPL Financial and two years with Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive technology and a wide network of advisors.

Ross Morgan is a CFP® with 24 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2012, and previously held roles at Howard Financial Services, Ltd., Credit Suisse Securities, and Pershing LLC. Morgan serves as Treasurer of the Highland Park High School Boys Cross Country Booster Club in Dallas, TX. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals managing a multi-billion dollar asset base.

Alexander Kickham is a Series 66 licensed advisor with J.P. Morgan Securities in Mesquite, TX, and has eight years of industry experience. He has worked with several firms, including Bank of America, Merrill, and UnitedHealth Group, before joining J.P. Morgan Securities in 2019. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG considerations within a framework where clients retain final decision-making authority.

John Arnot is a CFP® with 40 years of industry experience, currently affiliated with Cetera in Arlington, TX. He has been associated with Cetera Wealth Services, LLC since 2013 and Coble-Cravens Financial Services Inc since 1994. Outside of his advisory role, he serves as a board member of Downtown Arlington Management Company, a nonprofit focused on local community and business development. Cetera is an SEC-registered adviser that serves individual and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management strategies and financial planning services.

Emerson Bell is a CFP® professional with 35 years of experience in financial planning. He has been with Fee Only Financial Planning since 1981. The firm provides fee-only financial planning and portfolio management services to individual clients, managing approximately $80 million in assets across 36 client relationships. Its practice is characterized by a concentrated, relationship-focused approach with customized planning and ongoing investment monitoring.

John Link is a CFP® and CFA® with 22 years of industry experience. He has been with Link Financial Corporation, an independent firm based in Dallas, TX, since 1983. Outside of his advisory role, he serves as president and business manager of a separate family-run consulting business that assists nonprofit organizations and families with college selection and admission. Link Financial Corporation operates as a sole-advisor independent firm. The firm focuses on providing personalized financial advice tailored to individual client needs.

Jeffrey Clark is the principal at Clark Financial LLC, an independent firm based in Dallas, TX. He holds a Series 65 designation and has 17 years of industry experience, having founded and operated Clark Financial LLC since 2009. Clark Financial LLC provides discretionary investment advisory and portfolio management services primarily to individual clients, while also serving a small institutional clientele. The firm employs common percentage-of-assets-under-management fee structures as well as performance-based fees in certain cases.