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.

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.

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.

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.

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.