ADVISOR BIO

Ivan Johnson is a financial advisor with over 16 years of experience in the financial services industry. Ivan is currently registered with Stratos Wealth Partners, Ltd. and holds a Series 7, Series 66, and SIE licenses. Ivan has previously worked at MML Investors Services, LLC, MSI Financial Services, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Ivan's area of expertise is in investment advisory, providing investment advice to individual and business clients. Ivan specializes in financial planning, pension consulting, educational seminars, and portfolio management. In addition to being a financial advisor, Ivan also provides insurance brokerage services through his own firm.

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ADVISOR BIO

Ivelisse Vasquez is a financial advisor with UBS Financial Services Inc. Ivelisse is registered with the state of Georgia and has been in the industry since 2022. Ivelisse is Series 66, Series 7TO, and SIE licensed. Ivelisse has previously worked at WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO BANK, NA. Ivelisse is a registered investment advisor representative in the state of Georgia.

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ADVISOR BIO

J Graham Roberts is an investment advisor representative with Morgan Stanley. J Graham Roberts is a licensed professional in the state of Georgia since 2009 and has been active in the industry since 1986. J Graham Roberts has held positions at both Citigroup Global Markets Inc. and The Robinson-Humphrey Company, LLC. J Graham Roberts specializes in providing financial planning, portfolio management and educational seminars for individuals, investment companies, and businesses. J Graham Roberts is also registered to provide investment advisory services in Oklahoma.

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ADVISOR BIO

J W Davis is an active Investment Advisor Representative associated with Butler-Davis Financial Group, LLC, a firm based in Covington, Georgia. J W Davis has been in the financial services industry for more than 17 years. J W Davis is also an Independent Insurance Agent and the Chief Operating Officer of Butler-Davis Tax & Accounting LLC. J W Davis is licensed to provide financial advice in Georgia.

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ADVISOR BIO

J. Sean Moore is a financial advisor with Cetera Investment Advisers LLC, based in Kennesaw, GA. J. Sean Moore has been a financial advisor since December 2002. J. Sean Moore has passed the Series 6, Series 63, and Series 65 exams and has registrations in several states including Georgia, Texas, Maryland, Florida, and the District of Columbia. Prior to joining Cetera Investment Advisers LLC, J. Sean Moore was with MetLife Securities Inc. and Metropolitan Life Insurance Company. J. Sean Moore is a licensed insurance agent and specializes in individual and group health insurance sales. J. Sean Moore offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

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ADVISOR BIO

J Kevin Meaders is a financial advisor at Cetera Investment Advisers LLC. J Kevin has been in the financial services industry since 1998 and has a wide range of experience. J Kevin is a Certified Financial Planner and provides financial planning, portfolio management, and other services to individuals, businesses, and institutions. J Kevin is also a licensed insurance agent and provides insurance services to clients.

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ADVISOR BIO

Jack Berends is a financial advisor with Fidelity Personal And Workplace Advisors. Jack has been in the financial industry for over a year and has a Series 66, Series 7TO, and SIE licenses. Jack is licensed in 53 states. Jack's previous experience includes working at Equitable Advisors, LLC, and BlueChip Wealth Advisors. Jack is dedicated to providing personalized financial advice to help clients reach their financial goals.

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ADVISOR BIO

Jack Stephen Cohen is a financial advisor with Robert W. Baird & Co. Inc., a firm with over $287 billion in assets under management. Jack has been in the industry since 1988 and has a wide range of experience in providing financial advice to individuals, businesses, and institutions. He is a registered representative and investment advisor with a wide range of certifications including Series 7, Series 10, Series 31, Series 63, and Series 65. Jack has worked for several firms over his career including Bear, Stearns & Co. Inc., Prudential-Bache Securities Inc., Raymond James & Associates, Inc., and J.C. Bradford & Co. Jack holds a license to provide financial advice in 24 states. Jack can provide a wide range of financial services including investment planning, retirement planning, portfolio management, and financial education.

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ADVISOR BIO

Jack Lyndon Shampine is a financial advisor with LPL Financial LLC in CANTON, GA. Jack Lyndon Shampine has been in the financial services industry since 2009. Jack Lyndon Shampine is also registered with the state of GA, FL, NV, NY, NC, UT, OH, SC, VA, and MI. Prior to joining LPL Financial LLC, Jack Lyndon Shampine was employed with MORGAN STANLEY in ALPHARETTA, GA, and EDWARD JONES in CANTON, GA.

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ADVISOR BIO

Jack Richard Krapf is a financial advisor with Morgan Stanley. Jack has been in the financial industry since July 23, 1985 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jack is a registered investment advisor in Georgia and Texas. In addition to his work with Morgan Stanley, Jack is also a board member for several organizations including Chankaska Creek Ranch and Winery, Georgia Military Academy, and RKM 3157.

SPECIALIZATIONS