Regent Peak Wealth Advisors, LLC

Natalie Gallo is a financial advisor at Regent Peak Wealth Advisors, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC since 2018. Prior to joining Regent Peak Wealth Advisors in 2025, she held various roles including positions at Westrock and The Relocal Companies. Regent Peak Wealth Advisors provides investment advisory and wealth planning services to individuals and corporations, managing approximately $706 million in discretionary assets. The firm employs model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities, and offers services including financial planning, pension consulting, and family office support.

Carmen Laster is a financial advisor at Regent Peak Wealth Advisors, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Inc. since 2019 and previously at Merrill Lynch from 2016 to 2019. Outside of her advisory role, she serves as a board member for a neighborhood homeowners association. Regent Peak Wealth Advisors, LLC provides investment advisory and wealth planning services to individuals and corporations, managing approximately $706 million in discretionary assets. The firm employs model portfolios and third-party managers with a focus on ETFs and equities, offering services including financial planning, pension consulting, and family office support.

Emily Raymond is a financial advisor at Regent Peak Wealth Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves as Parent Coordinator and Board Chair for a youth softball league in Smyrna, GA. Regent Peak Wealth Advisors provides investment advisory and wealth planning services to both individual and corporate clients, managing discretionary portfolios primarily through model portfolios, third-party managers, and sub-advisers with a focus on ETFs and equities. The firm offers financial planning, pension consulting, and family office services, overseeing approximately $706 million in assets across nearly 190 client relationships.

Kevin Manning is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Regent Peak Wealth Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. Manning serves as a board member for the nonprofit organization Back on My Feet in Atlanta. Regent Peak Wealth Advisors, LLC provides investment advisory and wealth planning services to individuals and corporations, managing discretionary portfolios primarily through model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities. The firm offers services including financial planning, pension consulting, and family office solutions.

Craig Robson is a CFP® professional with 31 years of industry experience, currently working at Regent Peak Wealth Advisors, LLC. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. Outside of his advisory work, he serves as a board member for Ceto, providing governance and strategic guidance, and is a member of the Cobb County Chamber of Commerce. Regent Peak Wealth Advisors offers investment advisory and wealth planning services to individuals and corporations, managing discretionary portfolios with a focus on ETFs and equities through model portfolios and third-party managers. The firm administers approximately $706 million in assets across nearly 190 client relationships.

Alexander Alba is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Regent Peak Wealth Advisors, LLC with five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Merit Financial Group, LPL Financial, and Ameriprise Financial Services. Regent Peak Wealth Advisors provides investment advisory and wealth planning services to individuals and corporations, managing portfolios primarily through model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities. The firm offers discretionary portfolio management, financial planning, pension consulting, and family office services.

Riley Gessner is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 licenses. He has experience with several firms including Ivy Asset Group, CAIS Capital LLC, Virtus Investment Partners, and Voya Investment Management. Regent Peak Wealth Advisors provides investment advisory and wealth planning services to individuals and corporations, managing discretionary portfolios primarily through model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities. The firm also offers financial planning, pension consulting, and family office services.

Nathan Hoyt is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Regent Peak Wealth Advisors, LLC since 2019 and previously held roles at Purshe Kaplan Sterling Investments, Inc and Bank of America, N.A. Nathan is based in Atlanta, GA. Regent Peak Wealth Advisors, LLC provides investment advisory and wealth planning services to individuals and corporations, managing approximately $706 million in discretionary assets. The firm employs model portfolios, third-party money managers, and sub-advisers with a focus on ETFs and equities, and offers services including financial planning, pension consulting, and family office support.