Advocacy Wealth Management, LLC

Henry Phillips V is a CFP® professional with one year of experience at Advocacy Wealth Management, LLC. His prior experience includes roles at Forge Consulting LLC, Ernst & Young, and Northwestern Mutual. He has a background that includes both consulting and financial services, as well as work in education. Advocacy Wealth Management, LLC is a multi-team firm based in Atlanta, GA, serving clients through a collaborative approach involving 28 advisors.

Kurt Momand is a CFA® charterholder with 22 years of industry experience, currently serving at Advocacy Wealth Management, LLC since 2024. He previously worked at Montag & Caldwell, LLC for 15 years. He is a trustee at Young Harris College, participating in board meetings and reviewing materials. Advocacy Wealth Management is a multi-team firm based in Atlanta, GA, employing 28 advisors. The firm serves clients through a collaborative approach to wealth management.

Joseph Havasy is a financial advisor with Advocacy Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation and six years of industry experience. He has worked at Advocacy Wealth Management since 2019 and is also associated with Forge Consulting LLC, an insurance agency. Outside of his advisory work, Havasy operates an online art business, creating and selling artwork through his website and other platforms since 2004. Advocacy Wealth Management is a multi-team firm with 28 advisors that provides wealth management services.

Jordan Hillyer is a financial advisor at Advocacy Wealth Management, LLC in Atlanta, GA, with four years of industry experience. He holds a Series 65 designation and has worked at Advocacy Wealth Management since 2021. Outside of his advisory role, Hillyer coaches a 16-17u baseball team at Titans Sports Academy. Advocacy Wealth Management is a multi-team firm with 30 advisors that provides financial planning and investment management services.

Ryan Vidal is a financial advisor at Advocacy Wealth Management, LLC in Atlanta, GA, with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and in real estate prior to joining Advocacy Wealth Management. Outside of advisory services, Vidal is involved with Forge Consulting LLC, an insurance agency, where he serves as an agent. Advocacy Wealth Management is a multi-team firm with 28 advisors, offering investment services to a diverse client base.

Nesha Zeigler is a financial advisor at Advocacy Wealth Management, LLC with 22 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Charles Schwab and as an independent advisor prior to joining her current firm in 2017. Outside of financial advising, she is also a licensed real estate agent and is involved in servicing and placing insurance products through an affiliated agency. Advocacy Wealth Management is a multi-team firm with 30 advisors that provides wealth management services tailored to clients’ individual needs.

Ava Arjmand is a financial advisor at Advocacy Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill, Bank of America, Rockefeller Financial, Northern Trust, and Summit Financial. Advocacy Wealth Management is a multi-team firm comprising 28 advisors.

Nicolas Dykstra is a financial advisor at Advocacy Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked at Truist Financial and SunTrust Banks. Outside of finance, he has experience in university conference services and campus recreation. Advocacy Wealth Management is a multi-team firm comprising 28 advisors.

Charles Markwalter is a CFA® charterholder with 27 years of industry experience. He is currently with Advocacy Wealth Management, LLC and has also worked at Montag & Caldwell, LLC since 2010. He holds a Series 63 license and is based in Atlanta, GA. Advocacy Wealth Management is a multi-team firm with 28 advisors.

Parker Manson is a financial advisor with Advocacy Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation and two years of industry experience. Prior to joining Advocacy Wealth Management, he worked at Austin Wealth Management, LLC, Orion Portfolio Solutions, and Facet Wealth. Advocacy Wealth Management, LLC is a multi-team firm comprising 28 advisors.

Jaaziel Palacios Jaimes is a financial advisor at Advocacy Wealth Management, LLC with three years of industry experience. He has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, and spent seven years at Metropower. Outside of his advisory role, he is involved with Forge Consulting LLC, an insurance agency, where he serves as an agent. Advocacy Wealth Management, LLC is a multi-team firm with 28 advisors, offering comprehensive financial services to a diverse client base.

Nicholas Taylor is a financial advisor at Advocacy Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Advocacy Wealth Management in 2026, he was affiliated with several insurance agencies including Stephen Cole Insurance Agency and Kaitlin Ponce Insurance Agency. Advocacy Wealth Management is a multi-team firm based in Atlanta with 28 advisors, serving a diverse client base through collaborative investment strategies.

Jodi D. Hollosy is a CFP® professional with four years of industry experience, currently serving at Advocacy Wealth Management, LLC in Atlanta, GA. She has been with the firm since 2018, with a brief employment gap the same year, and previously worked at 3 Kids Inc. outside the financial sector. Hollosy is also an agent at Forge Consulting LLC, an insurance agency affiliated with her wealth management firm. Advocacy Wealth Management, LLC is a multi-team firm with 28 advisors that provides financial advisory services tailored to a range of clients.

John Stone is a CFP® professional with 10 years of industry experience, currently serving at Advocacy Wealth Management, LLC in Atlanta, GA. He has been with the firm since 2015. Outside of his advisory role, he is involved with Forge Consulting LLC, an insurance agency affiliated with his firm, where he provides insurance product services. Advocacy Wealth Management is a multi-team firm with 28 advisors, offering wealth management services to a diverse client base.

Jack Pennington is a financial advisor at Advocacy Wealth Management, LLC in Atlanta, GA, with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial consulting roles at Florida Financial Advisors and Forge Consulting. Outside of advisory work, he has experience in fixed insurance sales. Advocacy Wealth Management is a multi-team firm with 30 advisors that serves a diverse client base. The firm focuses on collaborative investment strategies tailored to individual client needs.