Jeremy Walker is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Kestra Investment Services, Advisor Resource Council, LPL Financial, and Ameriprise. Outside of his advisory work, he is involved in multiple entrepreneurial ventures including owning a firearms business and serving as president of an agricultural company. Cambridge Investment Research Advisors serves a diverse clientele including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Andrew Dixon is a financial advisor at Edward Jones in Mansfield, TX, holding a Series 66 designation. He has one year of industry experience with prior roles at Fidelity Investments, Thrivent Financial, and Thrivent Investment Management Inc. Before entering the financial industry, he worked in education with Mansfield ISD and Ft Worth ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.

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.

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.

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 with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including ISC Advisors, Institutional Securities Corp, Calamos Financial Services, J.P. Morgan, and Morgan Stanley. Based in Fort Worth, TX, he has been with Mission Advisory Group since 2020. Mission Advisory Group is an independent firm focused on providing personalized financial advisory services.