Joshua Salo is a financial advisor with LPL Financial in Cumming, GA, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 in Alpharetta, GA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. Prior to joining OSAIC in 2018, he worked for SII/John Hancock Financial Network for 15 years. Outside of his advisory role, he serves on the board of directors for the Johns Creek Chamber of Commerce and is chairperson of a local networking group called Trustegrity. He is also a high school basketball referee. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm supports a range of programs such as financial planning, managed portfolios, unified managed accounts, and retirement plan consulting through a complex network of affiliated broker-dealers and RIAs.

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, Edward Jones, and leadership positions at DBG Wealth Management and Infinity Wealth Management. Outside of his advisory work, he serves on the tournament committee for the Hamilton Mill Mens Golf Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to varied program structures and third-party managers.

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 at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch and Truist. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, supporting clients who retain final decision-making authority.

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.

Steven Robinson Jr. is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management provides a range of investment advisory programs to both individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers its services through a combination of direct client engagements and corporate agreements.

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 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.

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 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.