Austin Joseph Cook

Steven Economopoulos is a CFP® and ChFC® with 21 years of industry experience. He has been with ECON Wealth Management since 2015 and holds Series 63 and Series 65 licenses. Outside of advisory work, he serves as president of ECON Properties, LLC, a real estate-related business. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of approximately $250,000 or more. The firm provides personalized financial planning and in-house asset management, employing a disciplined, active, team-based investment process that includes a range of strategies tailored to client goals and risk tolerances.

Michael Benkovic is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with DVB Private Wealth, joining in 2026 after prior roles at Private Advisor Group, LLC and LPL Financial, LLC. His background includes providing insurance services as part of his financial advisory work. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for about 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, employing a top-down, macro-environmental investment approach that emphasizes tactical asset allocation and sector rotation with discretionary portfolio management.

Jason Velencia is a CFP® with eight years of industry experience, currently serving as a financial advisor at DVB Private Wealth. He previously worked at Private Advisor Group, LLC and LPL Financial LLC, with earlier experience at Inter-Lux and Jeezny Consulting, LLC. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million across about 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners with discretionary portfolio management, comprehensive financial planning, retirement plan advisory, and consulting services, employing a top-down, macro-environmental investment approach.

Kyle Nickler is a financial advisor at RWM Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in tax preparation and accounting support roles, including at RWM & Company and Jackson Hewitt. Outside of his advisory work, he formed Nickler Research & Analytics LLC, which is currently inactive. RWM Asset Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $35.4 million across about 213 accounts. The firm employs tailored discretionary strategies and model portfolios that incorporate fundamental and cyclical analysis alongside modern portfolio theory.

Anna Santini is a financial advisor at RWM Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Kitchen Table Consultants. Outside of her advisory role, Santini is a member-owner of Tuscarora Training Center LLC, a Jiu Jitsu gym where she handles administration and accounting tasks. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a variety of investment strategies and offers access to model portfolios and tax-management tools, supported by a small advisory team and an affiliated accounting practice.

Matthew Krupp is a financial advisor at Retirement Collaborative LLC with one year of industry experience. He has previously worked at Krupp Settlements since 2024 and DeSantis Krupp, LLC since 2017, following an 11-year tenure with the Commonwealth of Pennsylvania. Retirement Collaborative LLC serves individual clients, including high-net-worth individuals, as well as institutional clients such as retirement plans, trusts, and foundations. The firm provides retirement plan consulting, fiduciary reviews, participant education, investment management, and wealth management services, employing a four-step Fiduciary Quality Management System and offering discretionary portfolio management alongside customized plan support and financial planning tools.