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Mark R

PFS™, Series 66

Jupiter, FL

Blackridge Asset Management, LLC

Mark Rupolo is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. He holds the PFS™ and Series 66 designations. Rupolo has worked at several firms, including Peak Brokerage Services, Lurie LLP, and 1st Global Insurance Services. He is also the owner and president of a CPA firm and serves as president of two condominium association boards in Fort Myers, Florida. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-based portfolio management approach through a turnkey asset management platform and offers a range of wrap-fee programs with discretionary and non-discretionary management.

Wealth management
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Stacy C

Series 63, Series 65

Shelby Township, MI

Blackridge Asset Management, LLC

Stacy Calder is a financial advisor at Blackridge Asset Management, LLC with 25 years of experience. She holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc. Calder is also a line dance instructor and a weight loss coach through Optavia. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a mix of fundamental, technical, and charting analysis and offers model-based portfolio management through an affiliated turnkey asset management platform.

Wealth management
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Ellis R

Series 63, Series 65

Navasota, TX

Blackridge Asset Management, LLC

Ellis Regini is a financial advisor at Blackridge Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Peak Brokerage Services, Regal Investment Advisors, Regulus Financial Group, and Next Financial Group. He has also operated Ellis and Sandra Regini, LLC since 2013. Blackridge Asset Management offers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of model-based portfolio management and third-party referrals, and manages most client accounts on an affiliated turnkey asset management platform.

Wealth management
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Denny A

Series 63, Series 66

Port St Lucie, FL

Blackridge Asset Management, LLC

Denny Artache is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has held roles at Blackridge Asset Management since 2017 and leads Artache Financial Group since 2021. Outside of his advisory work, he performs with the Denny Artache Band and serves as president of a local chapter of the Society of Financial Awareness. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored financial plans and model-based portfolio management primarily through a turnkey asset management platform, utilizing a blend of fundamental, technical, and charting analysis.

Wealth management
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Alexander L

Series 66

Williamsville, NY

Blackridge Asset Management, LLC

Alexander Long is a financial advisor with Blackridge Asset Management, LLC, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Peak Brokerage Services, Silver Grove Advisory Services, LPL Financial, and Specific Solutions, Inc. Outside of his advisory work, he serves as a college consultant providing financial aid form preparation through Send Your Kids to College. Blackridge Asset Management delivers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of model-based portfolio management and referrals to third-party money managers through an online platform, with many client accounts managed on an affiliated turnkey asset management platform.

Wealth management
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Thomas M

Series 63, Series 65

Rochester Hills, MI

Blackridge Asset Management, LLC

Thomas Meissner is a financial advisor at Blackridge Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Vanderbilt Advisory Services and NEXT Financial Group. Outside of advisory work, he serves as a referee and is involved as a promoter with LVZ Advisors. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management through an online platform and offers access to multiple wrap-fee programs and third-party money managers.

Wealth management
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Andrew R

Series 63, Series 65

Dawsonville, GA

Blackridge Asset Management, LLC

Andrew Rodgers is a financial advisor at Blackridge Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dempsey Lord Smith, LLC for over a decade and at Cambridge Investment Research Advisors, Inc. prior to his current role. Rodgers is based in Dawsonville, GA. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a network of investment adviser representatives and offers model-based portfolio management, estate-planning support, and third-party money manager referrals through an online platform.

Wealth management
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Gregory S

Series 63, Series 66

San Antonio, TX

Blackridge Asset Management, LLC

Gregory Schorp is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Blackridge Asset Management since 2022 and concurrently at Peak Brokerage Services, LLC since 2017. Outside of his advisory roles, he is an owner of a mineral lease. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses a combination of tailored financial planning and model-based portfolio management, largely through an affiliated turnkey asset management platform, and offers estate-planning support via an online platform.

Wealth management
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Philip F

Series 66

Jackson, MI

Blackridge Asset Management, LLC

Philip Ferraro III is a financial advisor at Blackridge Asset Management, LLC with 11 years of experience in the industry. He holds the Series 66 designation and has previously worked at firms including Wealth Strategies Financial Group, Securian Financial Services, and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves on the University of Michigan Athletics Career Advisory Board and works as a wrestling referee to support youth development. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses a model-based portfolio management approach through affiliated turnkey platforms and offers a range of wrap-fee programs and third-party manager referrals.

Wealth management
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Nathan R

Series 66

Miami, FL

Blackridge Asset Management, LLC

Nathan Ramos is a financial advisor at Blackridge Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Blackridge since 2017, following prior roles at Padilla & Associates Wealth Management and NEXT Financial Group. Outside of advising, Ramos tutors undergraduate and graduate students in subjects including mathematics, finance, and business, and he instructs a quantitative portfolio management course. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-based portfolio management approach through an affiliated turnkey asset management platform and sponsors multiple wrap-fee programs while offering estate-planning support and referrals to third-party managers.

Wealth management
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Denise N

Series 63

Medford, NY

Blackridge Asset Management, LLC

Denise Nostrom is a financial advisor with Blackridge Asset Management, LLC, holding a Series 63 credential and 33 years of industry experience. She has worked at Blackridge Asset Management and Peak Brokerage Services since 2016 and has been associated with Bisys since 1996. Denise is the founder and president of POWER, a nonprofit women's group, serves on the Town of Brookhaven Women’s Advisory Board, and hosts a financial radio show titled "The Financial Chick" on LI News Radio 103.9. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm offers tailored financial planning, model-based portfolio management, and estate-planning support, utilizing a mix of fundamental, technical, and charting analysis.

Wealth management
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Frank G

Series 63, Series 65

Kissimmee, FL

Blackridge Asset Management, LLC

Frank Giguere is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has previously worked at Intrepid, Sagepoint Financial, Inc., and Jackson Hewitt. Outside of his advisory work, he is also active as an insurance agent and a travel agent, and he works as a receiver for Lowe’s. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management through an affiliated turnkey asset management platform and offers estate-planning support and referrals to third-party money managers.

Wealth management
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Lisa A

CFP®, Series 63, Series 65

Des Peres, MO

Blackridge Asset Management, LLC

Lisa Avenevoli is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Blackridge Asset Management, LLC since 2021. Prior to that, she worked for Steve Robbins, Inc. for 21 years. She is a joint owner of JAGS Investment, LLC, where she assists with bookkeeping and record-keeping. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis, offering model-based portfolio management and estate-planning support through an online platform.

Wealth management
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Kevin G

Series 63, Series 65

Schaumburg, IL

Blackridge Asset Management, LLC

Kevin Geiger is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with several firms, including The Retirement Guys Formula and Retirement Wealth Advisors. Geiger is also involved with Geiger Investments and Peak Brokerage Services, where he engages in brokerage and insurance-related activities. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management, third-party money manager referrals, and estate-planning support delivered through an online platform.

Wealth management
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Lisabeth S

Series 63, Series 66

Burbank, CA

Blackridge Asset Management, LLC

Lisabeth Schiller is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Gold Coast Securities, Inc. for 18 years. Schiller is involved in multiple nonprofit organizations in the Pasadena area, serving in various board roles and also produces musical theater projects through her own LLC. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs model-based portfolio management and offers services through an online platform, utilizing a mix of fundamental, technical, and charting analysis.

Wealth management
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Christina H

Series 63

Nunda, NY

Blackridge Asset Management, LLC

Christina Hand is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. She holds a Series 63 designation and has worked at Blackridge since 2021. Her prior experience includes positions at Independent Solutions Wealth Management, Peak Brokerage Services, and Germack Financial. Outside of her advisory role, she owns and operates a tax preparation, bookkeeping, payroll, and investing business, as well as a sole proprietorship focused on insurance and annuities. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management through a turnkey asset management platform and sponsors multiple wrap-fee programs, incorporating a blend of fundamental, technical, and charting analysis.

Wealth management
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Tonya C

Series 63, Series 65

Jupiter, FL

Blackridge Asset Management, LLC

Tonya Cooper is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She has worked at Blackridge since 2019 and previously held positions at PEAK Brokerage Services, Retirement Wealth Advisors, and Lincoln Financial Advisors. Outside of her financial advisory roles, Cooper coaches middle school girls volleyball at First Christian Academy in High Springs, FL. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a mix of fundamental, technical, and charting analysis, offers model-based portfolio management through an online platform, and maintains affiliations with broker-dealers and multiple wrap-fee programs.

Wealth management
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Brian D

Series 63, Series 65

Southampton, PA

Blackridge Asset Management, LLC

Brian Dobisch is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Concourse Financial Group Securities Inc for over two decades and has operated Dobisch Associates since 1989. In addition to his advisory role, he is also a licensed insurance agent selling life and health insurance. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm utilizes model-based portfolio management and offers estate-planning support via an online platform.

Wealth management
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James K

Series 63, Series 65

Shelby Township, MI

Blackridge Asset Management, LLC

James Kraatz is a financial advisor at Blackridge Asset Management, LLC with 35 years of industry experience. He has been with Blackridge since 2017 and previously worked at NEXT Financial Group, Inc. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Kraatz owns Faith Investment Services LLC, which involves sales of fixed insurance products. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses a model-based approach through an affiliated turnkey asset management platform and sponsors multiple wrap-fee programs while employing a combination of fundamental, technical, and charting analysis in portfolio management.

Wealth management
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Kevin C

Series 66

Palm Bay, FL

Blackridge Asset Management, LLC

Kevin Chancellor is a Series 66-licensed advisor at Blackridge Asset Management, LLC with 11 years of industry experience. He previously worked at Edward Jones for six years before joining Blackridge in 2021. Outside of his advisory role, he performs as a live musician in Palm Bay, Florida. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses model-based portfolios and a combination of fundamental, technical, and charting analysis, offering tailored financial solutions via an online platform and maintaining relationships with affiliated broker-dealers and third-party managers.

Wealth management
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