Yu San Lee Mebane is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research support.

Jason Husk is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at GENEOS Wealth Management Inc and Advanced Financial Planning, and currently operates Actum Wealth Advisors, providing wealth management and financial planning services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes written recommendation reports and annual retirement-income planning advice centered on income sources and tax-aware withdrawal strategies.

Aaron De La Cruz is a financial advisor with Cetera in Fort Worth, TX, holding CFP® and ChFC® designations and four years of industry experience. His prior roles include positions at Agia, VALIC Financial Advisors, and Fidelity Investments. Outside of his advisory work, he has worked as a full-service shopper for Instacart. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary strategies.

Daniel Cruz is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2025. His prior experience includes roles outside finance, such as with Troy Construction LLC and Purple Heart Pawn and Gun, as well as positions in education and hospitality. 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 when recommending strategies.

Miles Smith is a financial advisor with Morgan Stanley in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously spent six years at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support client financial planning.

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.

Gregory Saurenman is a financial advisor at Mission Advisory Group in Fort Worth, TX, with 20 years of industry experience. He holds Series 65 and Series 66 designations. Prior to founding Mission Advisory Group in 2020, he worked at ISC Advisors, Inc. and Institutional Securities Corp from 2017 to 2020, and at Calamos Financial Services LLC from 2015 to 2017. Mission Advisory Group is an independent firm focused on providing personalized advisory services.