Jonathon Anderson is a CFP® with 17 years of industry experience and is currently affiliated with Ameriprise in Alpharetta, GA. He has worked at Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is involved in independent insurance brokering and refers group and individual health insurance opportunities to a specialized firm, receiving ongoing finder’s fees for these referrals. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a combination of proprietary research, third-party data, and algorithmic tools.

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.

Sean Gaffey is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014 in various roles including Financial Consultant and Investment Consultant. He partners with individuals and families to tailor financial plans that align with their money, wealth, and legacy goals. Prior to joining Fidelity Investments, Sean held positions at PNC Bank, NA, including Officer, Assistant Branch Manager, and ACCEL Program Associate. Sean's professional experience spans over a decade in the financial services industry, with expertise in financial consulting and client relationship management. Outside of his professional work, he enjoys family activities, football, golf, running, tennis, and traveling.

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.

John Haag Jr. is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2007. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Brian Keach is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for seven years before joining Wells Fargo in 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

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.

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.

Kevin Hudson is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has worked previously with Franklin Templeton and other Raymond James entities. Outside of his advisory role, he supports client service and compliance matters at CommonWealth Financial Planners in an administrative capacity. 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 financial planning and consulting services with a range of portfolio management styles supported by firm research and an extensive affiliate network.

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.

Steven Robinson Jr. is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney and CitiGroup Global Markets since 2009 and 2008, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients 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 broad investment offerings.

Lee Friedman is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and capital market assumptions to tailor investment strategies.

Jennifer Heal is a CFP® professional with 20 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2006. She maintains memberships in several investment-related LLCs but does not hold active responsibilities in these entities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Joseph Moss is a financial advisor at J Moss and Co in Roswell, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Touchmark National Bank, FNB Chatsworth, and Embassy National Bank. J Moss and Co is an independent, solo-registered investment adviser serving individual clients with portfolio management and investment advisory consulting. The firm offers a blended fee approach combining hourly consulting charges and asset-based management fees and provides recommendations across mutual funds, individual securities, certificates of deposit, and annuities.

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.