Michael Lancaster is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013, accumulating 12 years of industry experience. He serves as an incorporator for the Friends of Flowery Branch Car Show Inc., a nonprofit charity, and as CEO of Safe Boating Lake Lanier, overseeing facility use and board activities. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of financial advisors and branch offices.

A. Mirza is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services, Inc. for a combined 27 years. Outside of advising, he operates a CPA practice and is involved in property management and residential real estate renovation through separate business ventures. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Matthew Zeliff is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2024, he worked for the U.S. Department of State for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Mark Tabak is a financial advisor with Ameriprise in Suwanee, GA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns Wireless Box Company, LLC, an electronics and telecommunications business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports through a centralized consulting team.

James Mizell III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at J.P. Morgan Securities LLC since 2019, J.P. Morgan Chase Bank, N.A. from 2019 to 2025, TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He is based in Suwanee, GA. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with systematic quantitative and qualitative research and includes broader derivatives and commodities capabilities.

David Smith Jr. is a financial advisor at LPL Financial with 21 years of industry experience and a Series 66 designation. His career includes roles at Morgan Stanley, UBS Financial Services, Truist Advisory Services, and Wealth Enhancement firms. He has worked in a variety of advisory capacities and locations, most recently joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs supported by LPL Research and third-party subadvisors.

Alan Crumley is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Joseph Polanski Jr. is a financial professional with 43 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at several firms including Prosperity Wealth Advisors and Summit Financial Group. In addition to advisory work, he also sells fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts through various program structures and affiliated relationships.

Kerry Bonselaar is an advisor with LPL Enterprise holding Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining LPL Enterprise in 2024, Kerry worked at Pruco Securities LLC from 2022 to 2024 and has been associated with Kelly M Squires since 2012. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Deven Patel is a Series 65-licensed financial advisor with Raymond James Financial in Gainesville, GA, bringing four years of industry experience. Prior to joining Raymond James, he worked at Windsor Wealth Planners & Strategists and Bleakley Financial Group. Outside of finance, he is involved in lacrosse coaching, serving as Defensive Coordinator for Gainesville High School Lacrosse and founding a youth lacrosse club aimed at supporting local players. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, institutional clients, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and supports a broad network of advisors with specialized institutional and municipal services.

John Schaars Jr. is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2015. His prior work includes positions at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Roger Aiken is a financial advisor with Cetera, holding Series 66 and Series 63 registrations and over 34 years of industry experience. He has been associated with Cetera and its related entities since 2025 and has operated under the Piedmont Financial Group name since 2002. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Raymond Godleski III is a CFP® with 12 years of experience in the financial industry, currently affiliated with OSAIC since 2023. His prior experience includes roles at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and The Prudential Insurance Company of America. Outside of advisory work, he hosts the Finanically Fluent Podcast and serves as Treasurer on the Suwanee Arts Center Board of Directors. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization and offers a range of advisory and brokerage services through a multi-advisor platform.

John Burt Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior roles include positions at Guardian Life and Peachtree Planning Advisors, Inc. Outside of his advisory work, he owns and operates a tree farm focused on timber sales and conservation projects. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm provides access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management options.

David Rath is a financial advisor with LPL Financial in Suwanee, Georgia, holding a Series 66 designation and 21 years of industry experience. He previously worked at The Brand Banking Company for nine years and has been with LPL Financial since 2004. Outside of his advisory role, he is also licensed as a life insurance agent through Advantage Insurance Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various asset management platforms, supporting its network of over 22,800 advisors.

Eric Stuckey is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Cetera since 2022 and previously held roles at Ameriprise, INVEST Financial Corp., and Weeping Oaks Holdings, where he was CEO of a financial services business. Outside of his advisory work, he co-owns Weeping Oaks Farms in Hartwell, GA, where he is involved in raising cattle. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing multiple program structures and access to both affiliated and third-party money managers.

Tariq Jackson is a financial advisor with J.P. Morgan Securities in Lawrenceville, GA, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Wells Fargo. 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 with forward-looking capital market assumptions to build model asset allocations.

Bradley Godfrey is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co, and Edward Jones. He is also involved in outside insurance activities. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs, leveraging a range of firm-offered and third-party advisory solutions.

Benjamin Arias is a financial advisor at Edward Jones in Cumming, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Hope Church/Lagrange Christian Assembly and Starbucks Coffee Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Isaiah Oh is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has been with J.P. Morgan Securities since 2018 and also has experience at JPMorgan Chase Bank, N.A. Prior to that, he worked at Best Buy from 2009 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their approach includes centralized due diligence and may incorporate ESG criteria, with implementation supported by affiliated investment management entities.