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.