Heather Blount is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and seven years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following prior roles at Edward Jones and South State Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions as both a broker-dealer and investment adviser.

Benjamin Dreaden is a financial advisor with Wells Fargo Clearing in Cumming, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes positions at Bank of America, Merrill, and E*TRADE Securities, as well as roles outside finance at Apple and Georgia State University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Andrew Tymchuk is a financial advisor with Raymond James & Associates in Gainesville, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Raymond James in 2023, he spent 13 years at Wells Fargo Advisors LLC. Outside of his advisory role, Tymchuk assists with budget organization at Corinth Baptist Church and owns a business dealing in sports cards, comics, and memorabilia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting, utilizing a range of portfolio management styles supported by firm research and model managers.

Fergus Ambe is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Primerica Advisors since 2022 and has been associated with Primerica Financial Services since 2010. Outside of his advisory role, he serves as CEO, President, Partner, and Co-Founder of Noah's Ark Immunology Corp., a nonprofit organization focused on medical research. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Johnny Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Cantella and Co., Inc. for 12 years before joining Raymond James in 2022. Outside of his advisory role, he serves as an independent contractor for Turner Johnson Group in Gainesville, GA, a non-investment-related position he has held since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through various advisory programs and institutional consulting services.

Samantha Dutto is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked with PFSI Investment Inc. since 2018 and Primerica Financial Services since 2017. Outside of advisory roles, she has been involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of separately managed accounts. The firm curates third-party asset managers and offers a wrap-fee billing structure, with custody and trade execution handled by Pershing and Primerica Brokerage Services.

Elizabeth Johnson is a financial advisor with UBS Financial Services in Cumming, GA. She holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 16 years with UBS. Outside of advising, she is involved as a sales consultant for Arbonne, a skincare company, and is a member of Stebon International Inc., a recruiting firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored financial solutions.

Joshua Salo is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Morgan Stanley and JPMorgan Chase Bank. J.P. Morgan Securities LLC 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 making recommendations.

Christopher Drozjock is a financial advisor at Sacred Heart Investments with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has a longstanding career at the United States Postal Service since 1984. Sacred Heart Investments primarily manages pooled investment vehicles and institutional mandates, offering investment management and consulting services including pension consulting and distribution of periodic newsletters. The firm selects and oversees other advisers to implement strategies and combines asset-based management fees with hourly consulting options.