Terry Crawford is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has four years of industry experience, with prior roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company among others. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

Wesley Mc Michael is a Series 66-registered financial advisor with Edward Jones, based in Lawrenceville, GA. He joined Edward Jones in 2025 after a 26-year career at Pepsico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a fiduciary standard in its advisory services. The firm’s extensive network includes approximately 23,701 financial advisors and 15,121 branch offices, supporting approximately $1.01 trillion in assets under management.

Jason Smith is a financial advisor with Primerica Advisors in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He previously worked at E*Trade Securities and E*Trade Clearing from 2010 to 2018 and spent a brief period at Peachtree Planning in 2018. Outside of financial services, he has done freelance professional voice-over work. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selected separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Nathan Zahm is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at E*TRADE Securities, LLC for 23 years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved tools in its planning process.

Purvi Bhavsar is a CFP® professional with 19 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. She previously worked at Metlife Securities from 2009 to 2017 and has been affiliated with MassMutual Life Insurance Company since 2016. Outside of her advisory role, she works as an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by proprietary analytical tools and offers specialized services including divorce planning and estate settlement.

Chris Fletcher is a CFP® professional with 28 years of industry experience, currently serving as an advisor at LPL Financial since 2020. Prior to joining LPL, he worked at Securities America Advisors and Securities America, Inc. for nine years, as well as at WFG Advisors, LP and Pro-Integrity Securities, Inc. He has involvement in non-variable insurance through a business interest in Milner Group. 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 solutions, including model portfolios, third-party asset management, and institutional platforms, supporting advisors with operational and research tools.

Connor Mulligan is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and two years of industry experience. Before joining Morgan Stanley in 2024, he worked in event operations at Auburn University and held roles at Moes Barbeque, Uber, Amazon, and other employers. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and provides services that span retail and institutional markets.

Pedro Bautista is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Allen Creek and Amazon, and also has experience in education at both Gainesville High School and Gainesville Middle School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs structured discovery conversations and approved planning tools to guide its financial planning process.

Mark Widlowski is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He worked at SII/John Hancock Financial Network for 15 years before joining OSAIC in 2018. Outside of his advisory role, he serves on the board of directors for the Johns Creek Chamber of Commerce and acts as chairperson for Trustegrity, a networking organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Cyrill Rousseau is a financial advisor with J.P. Morgan Securities in Snellville, GA, holding Series 63 and Series 66 licenses and with four years of industry experience. His prior work includes roles at Fidelity Investments, E*Trade Securities, Wells Fargo Bank, and JPMorgan Chase Bank. He also worked for eight years at Summit Chase Country Club. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Jacqueline Eldridge is a financial advisor with Ameriprise who holds a Series 66 designation and has 20 years of industry experience. Her career includes roles at Ameriprise Financial Services since 2020, as well as prior positions at Wells Fargo Advisors and BB&T Investment Services. She maintains several single-family real estate properties in Gainesville, Georgia, unrelated to her investment advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Charrie Dennard is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, Bank of America, and Fifth Third Bank. She has also been involved in entrepreneurial activities with Pro Custom Solar LLC and Downtown Public House LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Deric Governale is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at LPL Financial, Infinity Wealth Management, and DBG Wealth Management, where he serves as president. Governale is a partner at Uptick Green Real Estate, LLC and serves on the tournament committee of the Hamilton Mill Mens Golf Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors and serves a diverse client base including individuals, retirement plans, and institutions. The firm offers a multi-manager investment platform with a range of portfolio management and financial planning services.

George Peterson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 20 years of industry experience. He has prior experience at E*Trade Capital Management and E*Trade Securities. Outside of his advisory work, Peterson is involved as a basketball referee with the Multi-County Basketball Officials Association and is a partner at Krucial Sports Training & Wellness, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and market simulations to help clients model potential outcomes.

Adonis Blanco Jimenez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Merrill Lynch, Truist, and JPMorgan Chase Bank. He is currently based in Alpharetta, GA. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized manager due diligence and applies an ESG eligibility framework in its investment recommendations.

Matthew Janssen is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials and has 12 years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Centaurus Financial, Inc. for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Simone Pacely is a financial advisor with Ameriprise in Tucker, GA, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, Pacely co-founded a nonprofit organization and is actively involved with 100 Black Men of Dekalb, where she supports mentoring services and oversees back-office operations. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research and modeling with personalized recommendations delivered through a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions.

Yoon Yong Lim is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at METLIFE Securities Inc. for 17 years before joining Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. In addition to his advisory role, he is licensed as an insurance agent specializing in individual life, property/casualty, health, group life, and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, educational seminars, and specialized programs such as Divorce Planning and employer-sponsored planning services.

Kevin Kemp is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Suwanee, GA. He has 18 years of industry experience, including over a decade at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Xiaohong Han is a financial advisor at Gina Han Wealth Advisory LLC located in Johns Creek, GA, holding a Series 65 credential with no prior years of industry experience. She has been affiliated with the Hong Lu Agency since 2025 and previously worked at Magnum Choice Insurance Agency from 2022 to 2025. Han also has an academic role at Taiyuan University of Technology, where she has been employed since 2013. Gina Han Wealth Advisory LLC provides financial planning and investment advisory services to individuals and families without a minimum asset requirement. The firm offers non-discretionary recommendations using fundamental analysis and asset allocation, allowing clients to implement advice through their chosen custodians.