Robert Amato is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with COMPASS Wealth Management, LLC in Atlanta, GA, where he has worked since 2011. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Merrill. COMPASS Wealth Management primarily serves high-net-worth individuals and small business clients, offering integrated financial planning and discretionary portfolio management through diversified asset-allocation models. The firm is noted for conducting educational seminars often in partnership with other professionals and providing financial planning bundled with asset management.

Lance Miller is a CFP® with 4 years of industry experience, currently affiliated with COMPASS Wealth Management, LLC. His prior roles include positions at Cerity Partners LLC and Edward Jones, as well as a tenure at Emmanuel University. COMPASS Wealth Management primarily serves high-net-worth individuals and small business clients through integrated financial planning and discretionary portfolio management using mutual funds and ETFs. The firm develops personalized Financial Profiles and Investment Plans for clients and offers educational seminars in partnership with other professionals.