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 Atlanta, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of advising, she co-founded a nonprofit organization and is actively involved in the 100 Black Men of Dekalb, where she assists with back-office operations and strategic objectives. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice based on comprehensive investment research and tailored withdrawal strategies.

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 financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Wells Fargo Clearing and Ameriprise. He is also associated with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

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 23 years of industry experience. He holds Series 63 and Series 65 designations and has a long-term career with the United States Postal Service since 1984. Sacred Heart Investments focuses on managing pooled investment vehicles and institutional mandates, providing investment management and consulting services including pension consulting and client communications through periodic newsletters. The firm also selects and oversees other advisers to implement strategies for its institutional clients.