MPWM Advisory Solutions LLC

Robert Miller is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with MPWM Advisory Solutions since 2020 and has worked at LPL Financial LLC since 2008. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Evelyn Perez is a financial advisor at MPWM Advisory Solutions LLC with four years of industry experience. She holds the Series 66 designation and has worked at MPWM Advisory Solutions and LPL Financial, LLC among other firms. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified approach using fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Ginette Mayer is a financial advisor with MPWM Advisory Solutions LLC and holds a Series 66 designation. She has three years of industry experience, including roles at LPL Financial and Mayer Private Wealth. Outside of advisory work, she operates a DBA related to her LPL business under Mayer Private Wealth Management. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies across multiple platforms.

Adam Levy is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing Services, and JP Morgan Securities. Levy is involved in insurance-related activities through Momentum Insurance Advisors and Momentum Wealth Advisors. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and modern portfolio theory, managing accounts through various platforms including in-house management and LPL-hosted programs.

Steven Mayer is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MPWM Advisory Solutions since 2015 and has worked with LPL Financial since 2010. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies.

Edward Walter Jr. is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with LPL Financial since 2007 and also founded Ed Walter LLC, an entity used for tax purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Troy Hutchinson III is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with LPL Financial since 2006 and is also involved with MPWM Advisory Solutions LLC and Capstone Benefits Advisors. His other business activities include providing life, health, disability, and fixed annuity services. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a variety of investment delivery options tailored to client needs.

Tiffany Keefe is an investment advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 65 credentials and two years of industry experience. She has been associated with MPWM Advisory Solutions and LPL Financial LLC since 2019. Outside of advisory services, Ms. Keefe is also involved in insurance sales. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing accounts through a combination of in-house management, independent managers, and LPL-hosted platforms.

Derek Lawson is a CFP® with 18 years of industry experience, currently serving as an advisor at MPWM Advisory Solutions LLC. His prior roles include positions at LPL Financial, LLC and Wells Fargo Advisors, LLC. Outside of his advisory work, he is involved as an insurance agent and owns a real estate holdings business. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Steven Dougherty is a financial advisor with MPWM Advisory Solutions LLC in Alpharetta, GA, holding a Series 66 designation and seven years of industry experience. Prior to joining MPWM Advisory Solutions in 2019, he worked at LPL Financial and served in a municipal role with the City of Pembroke Pines for 25 years. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing portfolios through both discretionary and non-discretionary strategies.

John Buff is a financial advisor with MPWM Advisory Solutions LLC, holding a Series 66 designation and 19 years of industry experience. He has previously worked at LPL Financial, Wealthone LLC, and VOYA Financial Advisors. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Ryan Myrick is a financial advisor with MPWM Advisory Solutions LLC, holding a Series 66 credential and eight years of industry experience. He previously worked at Edward Jones for six years and at West Pharmaceutical Services for four years. Myrick is based in Alpharetta, GA. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Brian Mullins is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at LPL Financial, LLC since 2014 and previously at Private Advisor Group, LLC. Mullins is also the owner of Mullins Wealth Management, an independent advisory practice. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm uses a predominantly long-term, diversified investment approach incorporating fundamental analysis and modern portfolio theory, managing accounts through a combination of in-house and independent managers across various platforms.

Laura Brannen is a financial advisor with MPWM Advisory Solutions LLC, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for five years and BBWH Insurors for four years. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach combining fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Wes Peterson is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Cetera and Regions Bank before joining LPL Financial in 2025. MPWM Advisory Solutions LLC provides investment advisory and related services to a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing portfolios through a combination of in-house management, independent managers, and LPL-hosted platforms.