Douglas Miscoll is a financial advisor with Ravello Partners LLC in Sag Harbor, NY. He holds a Series 65 designation and has 14 years of industry experience. Since 2011, he has been with Ravello Partners, an independent firm of which he is the sole advisor. Ravello Partners provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm’s investment process emphasizes fundamental research and typically targets multi-year holding periods, using a range of instruments including equities, fixed income, municipal securities, options, and cash, with a relatively small client base to allow for personalized service.

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 six years of industry experience. He holds the Series 65 designation and has worked at Powder Ridge Capital LP since 2017, following a two-year tenure at Eden Capital Management LLC. Powder Ridge Capital LP provides discretionary wealth advisory and investment management services primarily to individuals, high-net-worth individuals, family offices, and corporate or business entities. The firm focuses on U.S. equity markets and constructs portfolios consisting of equities, bonds, and ETFs, using fundamental analysis to tailor investments to clients’ financials and risk tolerance.

Stephen Taylor is a financial advisor with Big Rock Advisors LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Big Rock Advisors in 2024, he spent 23 years at Credit Suisse Securities (USA) LLC and Credit Suisse Group. He is also an insurance agent involved in insurance sales and service through Cardona and Company. Big Rock Advisors is a small SEC-registered firm providing discretionary asset management, financial planning, and ERISA retirement-plan services. The firm focuses on individualized portfolio construction using fundamental analysis and offers periodic reviews, rebalancing, and tax-loss harvesting tailored to client objectives.

Sean Hopkins is a CFA® charterholder with 15 years of industry experience. He is currently with Big Rock Advisors LLC and previously worked at Tradeweb LLC and its affiliates for over a decade. In addition to his advisory role, he is involved as an accountant at La Sala CPA P.C. Big Rock Advisors LLC is a small SEC-registered firm providing discretionary asset management, financial planning, and ERISA retirement-plan services. The firm focuses on individualized portfolios using fundamental analysis and offers quarterly reviews, tax-loss harvesting, and client-directed investment restrictions.

Harshvardhan Ved is a financial advisor at Guardant Wealth Advisors with Series 65 credentials and one year of industry experience. Prior to joining the firm, he was involved with Samsara Music LLC and Justcode. Outside of his advisory role, he maintains ongoing involvement with Samsara Music LLC. Guardant Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, family office advisory, and retirement plan services. The firm emphasizes customized asset allocation using independent managers and provides access to private and alternative investments through third-party platforms and affiliated special purpose vehicles.

Anthony Cardona is a financial advisor with Big Rock Advisors LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Benefit Funding Services, FFR, The Leaders Group, Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and MCRA. He is also the owner and insurance agent of AJ Cardona & Co, a business providing insurance services. Big Rock Advisors is a small SEC-registered firm offering discretionary asset management, financial planning, and ERISA retirement-plan services. The firm focuses on individualized portfolios created through fundamental analysis, with regular reviews and updates tailored to client goals.

Darren Graff is a financial advisor at Guardant Wealth Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank NA, J.P. Morgan Securities, Merrill, and Belpointe Asset Management. Outside of his advisory role, he is involved as an owner and passive investor in several restaurant and recreational event businesses. Guardant Wealth Advisors offers investment and wealth management services, including family office advisory and retirement plan advisory. The firm uses customized asset-allocation strategies with independent managers and provides client access to private and alternative investments through third-party platforms and affiliated private investment sponsors.

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.

Sean Lamb is a financial advisor at Old Beach Investment Advisors, LLC with a Series 65 credential and one year of industry experience. He previously worked at Guardant Wealth Advisors and has managed a film production company, Franklin Avenue Films, since 2012. Outside of advising, he is also involved in film production in New York. Old Beach Investment Advisors provides discretionary portfolio management and supervisory services to high-net-worth individuals, corporate pension and profit-sharing plans, charities, and other businesses. The firm focuses on long-term equity strategies based on fundamental analysis and maintains a small, concentrated client roster.

Mark Snow is a financial advisor at Snow Financial Management, LLC with 18 years of industry experience. He has worked at HSBC Securities (USA) Inc. for four years and has been associated with HSBC since 1998. Snow holds a Series 66 designation. Snow Financial Management provides personalized, discretionary investment management and financial advice to individuals, high net worth clients, trusts, retirement accounts, charitable organizations, and businesses. The firm constructs portfolios tailored to client-specific objectives and risk tolerance, employing equities, fixed income, mutual funds, ETFs, derivatives, options, and other securities with ongoing monitoring and individualized account oversight.

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.

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.

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.

Eduard Van Raay is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Kovack Advisors since 2011, following a brief tenure at Raymond James Financial. Outside of advisory work, he is involved in financial education counseling and delivers financial education lectures at community venues. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse clientele including individuals, pension plans, charitable organizations, and governmental entities, employing a risk-driven investment process supported by Envestnet and utilizing both internal models and third-party managers.

Brendan Goldstein is a financial advisor at Carnegie Investment Counsel with eight years of industry experience. He holds a Series 65 designation and previously worked at Lebenthal Asset Management LLC. Carnegie Investment Counsel offers investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, nonprofits, corporations, and government entities. The firm uses a range of analytical approaches and may employ long- and short-term trading, options, and margin strategies, often working with discretionary accounts and providing specialized planning services.