Kenneth Cook is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Blackridge Asset Management and PEAK Brokerage Services since 2018 and previously spent four years at Summit Financial Group and Summit Brokerage Services. Outside of advising, he owns and operates the Kenneth Cook Insurance Agency and is involved in tax preparation services, in addition to driving for Uber. 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 and a combination of fundamental, technical, and charting analysis, delivering services through a network of advisers and an online platform.

Kevin Snow is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has held roles at Blackridge Asset Management since 2017 and previously worked with The Retirement Guys Formula and LaSalle St Securities LLC. Snow also owns Snow Wealth Management, LLC, where he manages daily operations. 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 a range of third-party managers, delivering services through an online platform and emphasizing multi-manager and wrap-fee program solutions.

Charles Wilner is an investment adviser representative at Blackridge Asset Management, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at firms including Ameriprise and LPL Financial. Wilner is also president of BetOnU, Inc., a company focused on providing educational services. 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 employs a mix of fundamental, technical, and charting analysis and provides portfolio management through model-based and third-party platforms.

Dennis Oconnor is a financial advisor with Blackridge Asset Management, LLC and holds a Series 63 designation. He has 39 years of industry experience, including ten years at Cetera Advisors LLC. He is also an insurance agent with Top Advisors Group. 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, utilizing model-based portfolio management and a range of advisory platforms.

Joy Prefer Cohen is a financial advisor at Blackridge Asset Management, LLC with 37 years of industry experience. She holds a Series 66 credential and has previously worked at ClearBridge Investments LLC and Legg Mason. Outside of her advisory work, Cohen is the owner and designer of a jewelry business and serves on the board of the nonprofit organization Connecting a Caring Community. Blackridge Asset Management provides financial planning, investment management, and consulting services to a range of clients including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a model-based portfolio management approach and offers services through an online platform that integrates multiple affiliated entities and third-party providers.

Dion Padilla is a financial advisor at Blackridge Asset Management, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Next Financial Group Inc for 11 years before joining Blackridge in 2017. Padilla serves as a board member for A Woman’s Haven, a nonprofit assisting women in pregnancy crises. 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 and model-based portfolio management delivered via an online platform, managing most accounts on an affiliated turnkey asset management platform.

Ernesto Mendoza is a financial advisor with Blackridge Asset Management, LLC in El Paso, TX. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Blackridge Asset Management in 2018, Mendoza worked at Edward Jones and Securities America. Outside of his advisory role, he operates an online business selling new and used watches. Blackridge Asset Management provides financial planning and investment management 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 analyses and manages most client accounts through a model-based asset management platform.

Anthony Dietrich is a financial advisor at Blackridge Asset Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blackridge since 2018. His prior roles include positions at PEAK Brokerage Services and Retirement Wealth Advisors. Outside of advising, he owns a mosquito and pest control business. 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, multi-manager approach with a mix of fundamental, technical, and charting analysis, and delivers services primarily through an affiliated turnkey asset management platform and wrap-fee programs.

Karen Coker is a financial advisor at Blackridge Asset Management, LLC with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including T. S. Phillips Investments, Inc. and Capital West Securities, Inc. Outside of her advisory work, she performs office duties for a family automotive business. 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 and offers estate-planning support through an online platform, working with a network of investment adviser representatives.

William Hurley Jr. is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Metlife Securities, Mass Mutual Investors Services, and Peak Brokerage Services. He also operates William A Hurley and Associates. 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 uses a model-based portfolio approach and provides estate-planning support through an online platform, managing many accounts via an affiliated turnkey asset management platform.

Scott Tanker is a financial advisor with Blackridge Asset Management, LLC, holding a ChFC® designation and Series 63 license. He has 33 years of industry experience, including prior roles at Next Financial Group Inc. Outside of advising, he owns Tanker Consulting Services, providing merchant services consulting, and works as an insurance agent and pension plan consultant through Tanker Consulting Group LLC. Blackridge Asset Management offers financial planning and investment management services to a range of clients, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs model-based portfolio management and collaborates with third-party managers while using a combination of fundamental, technical, and charting analysis.

Kathleen Donnelly is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at firms including Peak Brokerage Services and NEXT Financial Group. Outside of advisory work, she owns Legacy Six Consulting, which provides insurance training for LA Chargers recruits. 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 employs model-based portfolio management and offers estate-planning support via an online platform.

Dennis Palmerini is a CFP® with 18 years of experience in the financial services industry. He is currently with Blackridge Asset Management, LLC and has held prior roles at PEAK Brokerage Services, LLC, Hornor Townsend & Kent LLC, and Mass Mutual Life Insurance Company. In addition to his advisory work, he is licensed as a property and casualty insurance agent. 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 planning and model-based portfolio management through an online platform, utilizing a mix of fundamental, technical, and charting analysis and multiple affiliated entities to support client services.

Omar Shalabi is a financial advisor with Blackridge Asset Management, LLC in Columbia, SC, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including roles at Peak Brokerage Services and Summit Financial Group. In addition to advisory work, he is licensed to sell life, accident, health, and long-term care 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 advisors. The firm utilizes model-based portfolio management and offers estate-planning support through an online platform, with many client accounts managed on an affiliated turnkey asset management platform.

Charmaine Kaes is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at PEAK Brokerage Services, LLC and Cambridge Investment Research, Inc. Outside of advising, she is president and owner of Compensation Services, Inc., a pension administration business. 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 a mix of fundamental, technical, and charting analysis, working with affiliated platforms and third-party managers.

Linda Sherman is a financial advisor at Blackridge Asset Management, LLC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including ClearBridge Investments and Cheviot Value Management. Sherman is also co-founder of Financially Empowered, LLC, a training and consulting business. 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 planning and model-based portfolio management through an online platform, often utilizing affiliated turnkey asset management solutions and a variety of discretionary and non-discretionary arrangements.

Kayla Boron is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Blackridge and its affiliate Peak Brokerage Services in 2021, she worked in various roles including positions at InstaCart and Seneca Buffalo Creek Casino. Outside of advising, she serves as an assistant for a nonprofit college planning organization, Send Your Kids to College. 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 via a network of investment adviser representatives. The firm utilizes model-based portfolio management and offers estate-planning support through an online platform, managing most client accounts on an affiliated turnkey asset management platform.

Gehad Youssef is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Blackridge since 2019 and has also been affiliated with Peak Brokerage Services, LLC and Independent Solutions Wealth Management, LLC. Outside of his advisory roles, he conducts financial planning seminars and provides estate planning and insurance advice through EVEREST FINANICIAL. 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 employs a model-based portfolio management approach delivered via an online platform and sponsors multiple wrap-fee programs, utilizing a combination of fundamental, technical, and charting analysis.

Joseph Grutta is a Certified Financial Planner (CFP®) with 37 years of industry experience. He is currently with Blackridge Asset Management, LLC and has prior experience at Centaurus Financial, Inc. and Peak Brokerage Services, LLC. In addition to his advisory role, he is involved in business consulting, tax preparation and planning as an Enrolled Agent, and the sales of fixed insurance and legal plans. 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 planning and model-based portfolio management through a network of investment adviser representatives and uses a combination of fundamental, technical, and charting analysis across its platforms.

Oleg Katrikh is a financial advisor at Blackridge Asset Management, LLC with 29 years of industry experience. He previously worked for Gold Coast Securities, Inc. for 20 years and has held roles at Peak Brokerage Services, LLC since 2024. Outside of advising, he serves as president of an insurance agency in Burbank and is the executive director of operations at a retirement benefits consulting firm. 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 advisers. The firm utilizes a combination of fundamental, technical, and charting analysis and manages most client accounts via an affiliated turnkey asset management platform and multiple wrap-fee programs.