Andrew Mason is a CFP® currently with Ritholtz Wealth Management in Lexington, KY. He has one year of experience at Ritholtz and previously worked at American Trust Wealth for seven years. Ritholtz Wealth Management serves individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on diversified, low-cost ETFs and behavioral finance principles, with additional digital platforms supporting model portfolio implementation and management.

James Schwendeman is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2023. He previously worked at Nationwide Investment Services Corp, Fifth Third Securities, and Fifth Third Bank. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process centered on asset allocation and behavioral finance, utilizing diversified low-cost ETFs, tactical overlays, structured products, and alternative investments, alongside digital platforms for automated risk profiling and tax-loss harvesting.