Jacqueline Eldridge is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis to support clients’ retirement strategies.

Charrie Dennard is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 licenses. She has two years of industry experience and has worked at several major firms, including JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, and Bank of America. Dennard's background also includes roles outside finance, such as with Pro Custom Solar LLC and Downtown Public House LLC. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services 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 at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at E*TRADE Securities and E*TRADE Capital Management. Janssen is based in Alpharetta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment committee research to support its financial planning process.

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.

Floyd Green is a CFA® charterholder and holds a Series 66 license, with 22 years of industry experience. He is the founder and sole advisor at Floyd Green Financial Services, Inc., an independent firm based in Atlanta, GA, where he has worked since 2003. In addition to his advisory role, Green serves as CEO of an accounting firm he founded, Floyd Green, Jr., CPA, PC. Floyd Green Financial Services, Inc. provides investment advisory and portfolio management services to individual investors and at least one institutional client. The firm offers ongoing portfolio management alongside accounting-related services, with a focus on periodic account reviews and transparent performance reporting.

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.