Cody Williams

Luciano Trentoni is a Vice President and Financial Consultant currently serving at Fidelity Investments since 2016. He has over a decade of experience in the financial industry, including previous roles as Vice President Financial Consultant at Charles Schwab from 2012 to 2016, Assistant Vice President Financial Consultant at Bank of America Merrill Lynch from 2011 to 2012, and Wealth Banker at Wells Fargo Advisors from 2007 to 2011. Throughout his career, Luciano has focused on helping clients develop and execute financial plans aimed at navigating unpredictable markets. He approaches each client situation with professionalism, transparency, and care, emphasizing the importance of a strong financial plan to build confidence and pursue financial goals. Outside of his professional work, Luciano is involved in family activities and enjoys interests such as skiing, soccer, traveling, and volunteering.

Ryan Dolar is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER (CFP) professional with over 15 years of experience delivering customized financial planning and advice to individual families and business owners. His approach covers multiple facets of wealth management including goal planning, risk management, investment selection, tax minimization strategies, trust and estate planning concepts, and retirement distribution advice. Ryan holds a Bachelor's degree in Finance from Georgia Southern University. He provides personalized wealth management services tailored to his clients' goals, focusing on areas such as college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. His practice emphasizes a holistic approach and proactive guidance to help preserve and grow wealth while building lasting relationships based on trust and transparency. Ryan resides in the Laurel Springs Golf Community in Suwanee, Georgia with his wife Kimberly and their two children, Hudson and Margo. He enjoys playing golf and tennis, spending time with his family, and is a long-time Atlanta Falcons season ticket holder. He is also a member of Northpoint Community Church.

Joseph Wilber is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, portfolio management services, and tax minimization. Joseph works with individuals and families to help them accomplish their financial goals. Joseph holds a Bachelor's Degree in Finance from the University of Georgia. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Joseph is involved in community and volunteer activities including the Atlanta Outdoor Club, Northside Youth Organization where he helps coach a youth baseball team, the UGA Mentorship Program, and the UGA Alumni Association. He lives in Brookhaven with his wife and enjoys spending time with family and friends, as well as activities such as baseball, billiards, fishing, football, golfing, skiing, and traveling.

Isabell Lee is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2012 and focuses on helping clients develop solutions and providing investment guidance by understanding their short- and long-term financial objectives. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, institutional and corporate benefit services, employee financial health, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Isabell holds a Bachelor's and a Master's degree from Marshall University. She has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is fluent in English and German. Outside of her professional work, Isabell and her husband Mat live in Alpharetta, GA with their two children. They are active in the community, supporting organizations such as Habitat for Humanity, the International Charter School of Atlanta, and United Futbol Academy. Her personal interests include soccer, tennis, traveling, volleyball, and spending time with her family.

H Farris is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals. His practice emphasizes understanding each client's full financial picture and developing flexible strategies aligned with changing market conditions. He offers access to investment insights from Merrill and financial solutions from Bank of America. H Farris's areas of expertise include corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Wittenberg University. Outside of his professional work, H Farris dedicates time to community involvement, including volunteering with the Boy Scouts of America. His personal interests include golfing, swimming, traveling, and spending time with his family.