Atlanta, GA Peachtree Road NE Office

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.

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 with Advocacy Wealth Management, LLC in Atlanta, GA, holding Series 65 and Series 66 licenses and having 22 years of industry experience. She has been with Advocacy Wealth Management since 2017, following a period of self-employment from 2014 to 2017. Outside of financial advising, she is active as a real estate agent and is involved with Forge Consulting LLC, an insurance agency affiliated with her firm. Advocacy Wealth Management is a multi-team firm with 30 advisors that provides financial planning and investment management services.

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.

Elizabeth Torris is a financial advisor at Advocacy Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, she worked in education and customer service roles, including positions at Fulton County Schools and Coweta Charter Academy. She is also employed by Delta Air Lines. Advocacy Wealth Management, LLC is a multi-team firm with 28 advisors.

Melissa Rojas is a financial advisor at Advocacy Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation. She has been with Advocacy Wealth Management since 2023 and has prior experience at Northwestern Mutual and various roles at Monster Energy. Advocacy Wealth Management is a multi-team firm with 28 advisors.

Harrison Marks is a financial advisor with Advocacy Wealth Management, LLC in Atlanta, GA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Advocacy Wealth Management, he worked at Morgan Stanley and the Alabama Credit Union. Advocacy Wealth Management, LLC is a multi-team firm with 30 advisors.

Christopher Cowart is a CFP® professional with 26 years of industry experience, currently serving at Advocacy Wealth Management, LLC. His prior roles include positions at Suntrust Advisory Services and Truist Advisory Services, where he worked for seven years, as well as experience with MCCORMACK Financial Planning, Inc., and Dempsey Lord Smith, LLC. Outside of advisory work, he is involved with Forge Consulting LLC, where he serves as an insurance agent. Advocacy Wealth Management is a multi-team firm based in Atlanta, GA, with 30 advisors. The firm offers wealth management services tailored to a diverse client base.