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Robert M

Series 65

Kennesaw, GA

Allworth financial, L.P.

Robert Mason is a Series 65-licensed advisor with Allworth Financial, L.P., based in Kennesaw, GA. He has 13 years of experience in the financial industry and has been with Allworth Financial since 2020. In addition to his advisory role, Mason is a pilot for Delta Airlines. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education services, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
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Dylan W

Series 65

Kennesaw, GA

Allworth financial, L.P.

Dylan Williams is a financial advisor at Allworth Financial, L.P. in Kennesaw, GA, holding a Series 65 credential with two years of industry experience. Prior to joining Allworth Financial in 2023, he worked at Young Harris College from 2019 to 2023. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
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B M

CFP®, Series 63, Series 66

Kennesaw, GA

Allworth financial, L.P.

B Mackie is a CFP®-certified financial advisor at Allworth Financial, L.P. with 23 years of industry experience. Prior to joining Allworth Financial in 2025, he held positions at Mariner Wealth Advisors, The Mather Group, Felton & Peel Wealth Management, Henssler Financial, and Truist Investment Services. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs a combined quantitative and qualitative investment approach, offering customized portfolio strategies and a range of financial planning and consulting services.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
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Margaret R

CFP®, Series 66

Kennesaw, GA

Allworth financial, L.P.

Margaret Remeika is a CFP® with two years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. She has previously worked at firms including American Financial Advisors, Henssler Financial, and LPL Financial. Allworth Financial serves a diverse client base, offering financial planning, portfolio management, retirement plan consulting, and variable annuity servicing. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies and provides education through newsletters, podcasts, and seminars.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
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