Douglas Miscoll is a financial advisor at Ravello Partners LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Ravello Partners since 2011. Ravello Partners provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm’s investment process is based on fundamental research and typically involves a multi-year holding horizon, with flexibility for tactical adjustments including the use of options and margin.

Justin Swiderski is a financial advisor at Palm Capital Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Wilmington Capital Securities LLC since 2015. Palm Capital Group provides discretionary portfolio management to high-income and high-net-worth individuals, as well as charitable organizations and businesses. The firm employs a bottom-up value investing approach, managing concentrated portfolios primarily through equity, debt, and options securities, and offers performance-based fee arrangements for qualified clients.

John Zolidis is a financial advisor at Quo Vadis Capital, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Buckingham Research Group. Quo Vadis Capital provides research and consulting products to institutional investors and discretionary separately managed account services to high-net-worth clients. The firm uses a proprietary analytical method focused on detailed structural analysis of financial statements and industry data to pursue long-term capital appreciation.

Barbara Doty is a CFA charterholder with six years of industry experience, currently serving as the sole advisor at Majority Asset Management, Inc. She has been with the firm since 2009 in various capacities. Majority Asset Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and a limited number of charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis with a mix of long- and short-term trading, focusing on tailored portfolio management rather than brokerage or performance-based services.

Stuart Quan is a financial advisor at Powder Ridge Capital LP with five years of industry experience. He holds a Series 65 designation and has worked at Powder Ridge Capital since 2017, following two years at Eden Capital Management LLC. Powder Ridge Capital provides discretionary wealth advisory and investment management services to individuals, high-net-worth clients, family offices, and corporate entities. The firm focuses on U.S. equity investing through actively managed, often concentrated portfolios, utilizing fundamental company analysis and valuation.

Stephen Taylor is a financial advisor at Big Rock Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Credit Suisse Securities (USA) LLC for 23 years. He also maintains an insurance agent role at Cardona and Company, providing insurance sales and service. Big Rock Advisors is a small registered investment adviser offering discretionary asset management, retirement plan advisory, and financial planning to individual investors and qualified retirement plans. The firm uses fundamental analysis and a tailored investment approach, managing approximately $8.14 million in discretionary assets.

Sean Hopkins is a CFA® charterholder with 14 years of industry experience. He is currently with Big Rock Advisors LLC and also operates La Sala CPA P.C., where he provides accounting and bookkeeping services. Prior to joining Big Rock Advisors, he worked at Tradeweb LLC and its affiliates for over a decade. Big Rock Advisors LLC is a small registered investment adviser offering discretionary asset management, retirement plan advisory, and financial planning services primarily to individual investors and qualified retirement plans. The firm employs a tailored investment approach based on fundamental analysis and ongoing portfolio monitoring.

Richard Mordesovich is a financial advisor at Sonoma Private Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Baker Avenue Asset Management and Silicon Private Wealth LLC. He is involved with a donor advised fund, the Mordesovich-Chase Family Charitable Gift Fund. Sonoma Private Wealth serves individual clients, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, family office, and pension consulting services. The firm uses a tailored investment approach incorporating asset allocation, fundamental analysis, modern portfolio theory, and sustainability-focused analysis from The HIP Investor.

Harshvardhan Ved is a financial advisor at Guardant Wealth Advisors with one year of experience at the firm. He holds the Series 65 designation. Outside of his advisory role, he is involved with Samsara Music LLC, where he has been active since 2021. Guardant Wealth Advisors provides investment advisory, financial planning, consulting, family office, and retirement plan advisory services primarily to pooled investment vehicles and institutional clients, while also serving select individual accounts. The firm employs a range of investment vehicles and is notable for its formal selection and integration of third-party advisers and independent managers.

Anthony Cardona is a financial advisor at Big Rock Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and The Leaders Group, Inc. Cardona is also the owner of AJ Cardona & Co, an insurance services business. Big Rock Advisors is a small registered investment adviser serving individual investors and qualified retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning services, employing tailored investment programs based on clients’ goals and risk tolerance.

Darren Graff is a financial advisor at Guardant Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank NA, J.P. Morgan Securities, Belpointe Asset Management, and Guardant Partners. Outside of his advisory role, he is involved as an owner or investor in several restaurant and recreational businesses. Guardant Wealth Advisors provides investment advisory, financial planning, consulting, family office, and retirement plan advisory services primarily to pooled investment vehicles and institutional clients, while also serving select individual accounts. The firm employs a multi-manager approach, incorporating third-party advisers and independent managers alongside internal management.

Sean Lamb is a financial advisor with Old Beach Investment Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and has been involved in film production as a manager and producer at Franklin Avenue Films since 2012. Old Beach Investment Advisors is a state-registered firm that provides discretionary portfolio management and supervisory services primarily to high-net-worth individuals, corporate pension and profit-sharing plans, charities, and other businesses. The firm employs long-term equity strategies focused on fundamental analysis and maintains a small, concentrated client roster.

Mark Snow is a financial advisor with Snow Financial Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Snow Financial Management since 2009 and has prior experience at HSBC Securities (USA) Inc. and HSBC dating back to 1998. Snow Financial Management is a registered investment adviser serving individuals, trusts, retirement accounts, charitable organizations, and businesses with discretionary investment management. The firm employs personalized portfolio construction using equities, fixed income, mutual funds, ETFs, and derivatives strategies, including options and short sales, managing approximately $98.6 million in assets across 49 client relationships.

Michael Snow is a financial advisor at Snow Financial Management, LLC with 29 years at the firm and 11 years of industry experience. He holds a Series 65 credential. Mr. Snow serves on the boards of several derivatives trading and clearing organizations, including BGC Derivative Markets, Cantor Clearinghouse, and Fenics Markets Xchange. Snow Financial Management provides personalized, discretionary investment management to individuals, trusts, retirement accounts, charitable organizations, and businesses. The firm uses a client-focused approach to build portfolios with individual securities, mutual funds, ETFs, and derivatives strategies, managing approximately $98.6 million in assets across about 49 client relationships.

Thomas Treadwell is a financial advisor at Brennan Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brennan Capital Management since 2023. Prior to his advisory role, he was employed at Smugglers' Notch Resort and studied at The University of Vermont. Brennan Capital Management provides discretionary portfolio management and financial planning services to individuals, corporations, and charitable organizations. The firm emphasizes passive management and Modern Portfolio Theory, using index funds and ETFs, while incorporating fundamental analysis and third-party managers.

Ross Bruner is a financial advisor at Quartz Partners Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oppenheimer & Co., Bank of America, and MassMutual. Bruner is also owner of Tristar Advisors LLC, a family-owned passive investment vehicle. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management. The firm employs a mix of top-down macro analysis and bottom-up stock selection across multiple model series, managing accounts primarily on a discretionary basis.

Hana Walton is a financial advisor at Cultivating Wealth in Montauk, NY, holding a Series 65 credential with one year of industry experience. Prior to joining Cultivating Wealth, she worked in the education sector at Scarsdale Union Free School District and Monroe-Woodbury Central School District. Cultivating Wealth is a six-advisor team serving individual and high-net-worth clients as well as business owners, offering discretionary investment management along with financial planning and consulting. The firm uses a strategic asset-allocation framework enhanced by tactical considerations and provides specialized services such as divorce financial planning and small-business financial consulting.

Are you Cultivating Wealth? You may have a complex financial life and substantial investments but still struggle to connect your financial goals to your real life. Our team of CERTIFIED FINANCIAL PLANNER™ practitioners is passionate about supporting your path to your best life. Your investment portfolio is only one part of the picture. We will analyze your personal financial situation; help you set realistic financial goals and implement plans to achieve them. Financial planning allows you to make informed decisions which help enable success, protect your family and ultimately cultivate wealth over time. We have particular expertise in tax-efficient investing, equity compensation, real estate scenarios and wealth management. Contact us for a free consultation.

Caroline Young is a financial advisor at Cultivating Wealth with two years of industry experience. She holds a Series 65 designation and previously worked at SHoP Architects PC for eight years before entering the financial advisory field. Cultivating Wealth serves individual and high-net-worth clients as well as business owners, providing discretionary investment management alongside financial planning and consulting. The firm’s six-advisor team manages approximately $166.6 million across about 172 client relationships and offers specialized services including divorce financial planning and small-business financial consulting.

Lauren Sylvan is a CFP® with seven years of industry experience, currently serving as an advisor at Cultivating Wealth. She has worked at The Stanich Group since 2018 and previously at Luesink Stenstrom Financial from 2015 to 2018. Outside of her advisory role, she is a partner in Janus Properties, LLC, a rental real estate business. Cultivating Wealth is a six-advisor team that provides discretionary investment management and financial planning services to individual and high-net-worth clients, as well as business owners. The firm employs a strategic asset-allocation framework with tactical adjustments and offers specialized services including divorce financial planning and small-business financial consulting.