Anthony Isola is a financial advisor at Ritholtz Wealth Management with four years of industry experience. He holds a Series 65 designation and has been with Ritholtz since 2015. Outside of advising, he is involved in educational activities as a writer and blogger for TeachableMoment/Teacher Money Matters. Ritholtz Wealth Management serves individuals and high-net-worth clients, offering portfolio management, retirement plan consulting, and financial planning services. The firm employs a goal-based planning process that emphasizes asset allocation and behavioral economics, using low-cost ETFs and mutual funds alongside tools like automated tax-loss harvesting.

Daniel Larosa is a financial advisor at Ritholtz Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Ritholtz Wealth Management since 2019, following prior roles at RoundAngle Advisors LLC and Foundation Retirement Plan Consultants Inc. Ritholtz Wealth Management serves individuals and high-net-worth clients with portfolio management, retirement plan consulting, and financial planning services. The firm employs a goal-based planning process focused on asset allocation and behavioral economics, utilizing low-cost ETFs and mutual funds alongside automated tools and access to alternative investments.

Kevin Young is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2021. He previously worked at Northwestern Mutual in various capacities from 2015 to 2021. Outside of his advisory role, Young is the owner of Chartwell Services LLC, a company related to expense management for his firm. Ritholtz Wealth Management provides comprehensive portfolio management, retirement plan consulting, and financial planning services to individuals and high-net-worth clients. The firm emphasizes goal-based planning with a focus on asset allocation and behavioral economics, utilizing low-cost ETFs and mutual funds alongside automated tools and alternative investment options.

Patrick Haley is a CFP® with 20 years of industry experience and has been with Ritholtz Wealth Management since 2014. He serves as an advisory board member for The Pennfield School. Ritholtz Wealth Management provides comprehensive portfolio management, retirement plan consulting, and financial planning services to individuals and high-net-worth clients, utilizing a goal-based planning process that incorporates asset allocation and behavioral economics. The firm employs a mix of strategic and tactical model portfolios primarily using low-cost ETFs and mutual funds, along with automated tax-loss harvesting and access to alternative investments.

Dylan Kluender is a financial advisor at Ritholtz Wealth Management with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Ameriprise Financial Services and Maxim Group LLC. Ritholtz Wealth Management serves individuals and high-net-worth clients with portfolio management, retirement plan consulting, and financial planning services. The firm employs a goal-based planning process that emphasizes asset allocation and behavioral economics, utilizing low-cost ETFs and mutual funds along with automated tools such as tax-loss harvesting.

Nelson Crane is a financial advisor at Ritholtz Wealth Management with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at The Vanguard Group for three years. Outside of his advisory work, he is a shareholder in Grasslands Family, LLC, a family-owned vacation home rental business. Ritholtz Wealth Management serves individual and high-net-worth clients with portfolio management, retirement consulting, and financial planning, employing a goal-based planning process focused on asset allocation and behavioral economics. The firm uses low-cost ETFs and mutual funds, automated tax-loss harvesting, and offers access to alternative investments and digital-asset strategies.

William Sweet is a CFP® professional with four years of experience at Ritholtz Wealth Management in New York, NY. He has served as president of Stevens & Sweet Inc., a financial services firm specializing in accounting and tax preparation, since 2012. Sweet also has ongoing service in the United States Army dating back to 2002 and holds ownership interests in several ventures related to financial technology and content marketing. Ritholtz Wealth Management provides comprehensive portfolio management, retirement plan consulting, and financial planning services to individuals and high-net-worth clients. The firm employs a goal-based planning process emphasizing asset allocation and behavioral economics, utilizing low-cost ETFs and mutual funds alongside automated tools and access to alternative investments.

Benjamin Coulthard is a financial advisor at Ritholtz Wealth Management in New York, NY, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Congress Wealth Management and multiple State Street Global Advisors entities. Ritholtz Wealth Management serves individuals and high-net-worth clients with portfolio management, retirement plan consulting, and financial planning, employing a goal-based planning process that emphasizes asset allocation and behavioral economics. The firm uses low-cost ETFs and mutual funds, automated tax-loss harvesting, and offers access to alternative investments and digital-asset allocation strategies.

Kristopher Venne is a CFP® with 16 years of industry experience, currently serving at Ritholtz Wealth Management since 2013. He also has experience with RWM Insurance Services, LLC. Outside of his advisory role, he is a partial owner of Compound Media, Inc., a content marketing company. Ritholtz Wealth Management provides comprehensive portfolio management and financial planning services to individuals and high-net-worth clients, utilizing a goal-based planning process that incorporates asset allocation and behavioral economics. The firm employs primarily low-cost ETFs and mutual funds and offers additional tools such as automated tax-loss harvesting and digital-asset allocation platforms.

Joshua Brown is a financial advisor at Ritholtz Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ritholtz since 2013. Brown contributes to CNBC's Fast Money and is a partial owner of Compound Media, Inc., as well as serving on advisory boards for several investment-related firms including Osprey Funds LLC and Vestwell Holdings, Inc. Ritholtz Wealth Management serves individuals and high-net-worth clients with portfolio management, retirement plan consulting, and financial planning services, employing a goal-based planning process that emphasizes asset allocation and behavioral economics. The firm utilizes low-cost ETFs and mutual funds, offers automated tax-loss harvesting, and provides access to alternative investments and digital-asset allocations.

Matthew Lohrius is a CFP® with 11 years of experience in the financial services industry. He has been with Ritholtz Wealth Management since 2018 and previously worked at American Portfolios Financial Services, Inc. and J.P. Morgan. Outside of his advisory role, he plays drums in a band called Somethin Fresh. Ritholtz Wealth Management provides comprehensive portfolio management, retirement plan consulting, and financial planning services to individuals and high-net-worth clients. The firm employs a goal-based planning process focused on asset allocation and behavioral economics, using primarily low-cost ETFs and mutual funds to implement client portfolios.

Barry Ritholtz is a financial advisor at Ritholtz Wealth Management with 13 years of experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is a self-employed writer and regular contributor to multiple media outlets, including Bloomberg, dedicating about 25% of his time to these activities. Ritholtz Wealth Management serves individuals and high-net-worth clients with comprehensive portfolio management, retirement plan consulting, and financial planning services. The firm employs a goal-based planning process emphasizing asset allocation and behavioral economics, using primarily low-cost ETFs and mutual funds in discretionary accounts.

Alexander Messer is a Series 65-registered advisor at Ritholtz Wealth Management with six years of industry experience. He has held roles at MD Financial / Vestment Financial since 2019 and previously worked at RMD Capital and Northwestern Mutual. Messer is based in New York, NY. Ritholtz Wealth Management provides comprehensive portfolio management, retirement plan consulting, and financial planning services to individuals and high-net-worth clients. The firm employs a goal-based planning process emphasizing asset allocation and behavioral economics, utilizing primarily low-cost ETFs and mutual funds along with automated tools and alternative investment options.

Cameron Rufus is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2019. His prior experience includes roles at Northwestern Mutual and Modern Woodmen of America. Outside of his advisory work, he contributes as a writer and blogger for Wealthfoundme.com. Ritholtz Wealth Management provides comprehensive portfolio management, retirement plan consulting, and financial planning services to individuals and high-net-worth clients. The firm employs a goal-based planning process emphasizing asset allocation and behavioral economics, utilizing primarily low-cost ETFs and mutual funds alongside automated tax-loss harvesting and access to alternative investments.

Michael Batnick is a financial advisor at Ritholtz Wealth Management with 12 years of industry experience. He holds the Series 65 and Series 66 licenses and has been with Ritholtz Wealth Management since 2013. Outside of his advisory role, he is an author and podcaster involved with Compound Media LLC. Ritholtz Wealth Management provides portfolio management, retirement plan consulting, and financial planning services to individuals and high-net-worth clients. The firm employs a goal-based planning process focused on asset allocation and behavioral economics, primarily using low-cost ETFs and mutual funds, and offers automated advisory platforms alongside access to alternative investments and digital-asset allocations.

Sean Russo is a financial advisor at Ritholtz Wealth Management with a Series 65 designation and four years of industry experience. His prior roles include positions at Interocean Advisors, Morriseey Goodale, and Nuveen, as well as academic experience at the University of North Dakota. Ritholtz Wealth Management serves individuals and high-net-worth clients through comprehensive portfolio management, retirement plan consulting, and financial planning services, utilizing a goal-based planning process that emphasizes asset allocation and behavioral economics. The firm employs a mix of strategic and tactical model portfolios, primarily using low-cost ETFs and mutual funds, and offers tools such as automated tax-loss harvesting and access to alternative investments.

Dinamarie Isola is a financial advisor at Ritholtz Wealth Management with four years of industry experience. She holds a Series 65 designation and has been with Ritholtz since 2015. Outside of her advisory role, she is the owner and president of RealSmartica, Inc., which focuses on financial education topics such as budgeting, wealth building strategies, and college funding, and includes freelance writing and publishing of educational research articles. Ritholtz Wealth Management serves individual and high-net-worth clients with portfolio management, retirement consulting, and financial planning, utilizing a goal-based planning process that emphasizes asset allocation and behavioral economics. The firm implements portfolios primarily with low-cost ETFs and mutual funds and offers services including automated tax-loss harvesting and access to alternative investments.

Jay Tini is a financial advisor at Ritholtz Wealth Management with 24 years of industry experience. He previously worked at THE Vanguard Group, Inc. and Vanguard Marketing Corporation. Outside of his advisory role, he is an authorized agent for family investments. Ritholtz Wealth Management serves individual and high-net-worth clients with portfolio management, retirement plan consulting, and financial planning, utilizing a goal-based planning process that emphasizes asset allocation and behavioral economics. The firm employs low-cost ETFs and mutual funds, automated tax-loss harvesting, and offers access to alternative investments and digital-asset allocations.