Range Advisory, LLC

Matthew Ragone is a CFP® with six years of industry experience, currently serving as a financial advisor at Range Advisory, LLC in New York, NY. He has previously worked at Bank of America and Merrill, and he owns MRagsTV, an entertainment and gaming streaming business on Twitch, operated outside of business hours. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and provides access to model portfolios alongside third-party strategies and tax-aware direct indexing, integrating AI tools to assist in portfolio management.

Jackson Brown is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Range Advisory, LLC and previously worked at GHP Investment Advisors. His background includes roles outside of finance in hospitality and retail. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm offers custom model portfolios, third-party strategies, and tax-aware direct indexing, supported by AI-assisted tools and a subscription-based compensation model.

Arush Gupta is a CFP® professional at Range Advisory, LLC with one year of industry experience. Prior to joining Range Advisory, he worked at PNC Bank for five years. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and employs a subscription-based compensation model alongside technology-driven portfolio management tools.

Sean Dann is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Range Advisory, LLC in New York, NY. He has four years of industry experience, with prior roles at Creative Planning, LLC and Marshall Financial Group, Inc. Outside of financial services, his background includes various roles in academic and athletic support at the University of Notre Dame. Range Advisory, LLC serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and provides platform-linked assets under advisement totaling about $17.4 billion, utilizing proprietary model portfolios, third-party strategies, and AI-driven tools to tailor investment solutions.

Kevin O Hanlon is a CFP® and Series 66–registered advisor with four years of industry experience. He currently works at Range Advisory, LLC, where he has been since 2025. Prior to that, he gained experience at Morgan Stanley and Equitable Advisors. Range Advisory serves high-net-worth and ultra-high-net-worth individual clients across the U.S., providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers customized model portfolios alongside access to third-party strategies and AI-enhanced portfolio services.

Edwin Watson is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. Prior to joining Range Advisory, he worked for five years at Dimensional Fund Advisors. Range Advisory, LLC serves high-net-worth and ultra-high-net-worth individuals across the U.S., providing financial planning, investment advice, and discretionary portfolio management. The firm manages $1.4 billion in discretionary assets and offers a range of model portfolios, third-party strategies, and tax-aware direct indexing, supported by AI tools and a subscription-based compensation model.

Tyler Gahs is a financial advisor at Range Advisory, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Stifel, Citi, Commonwealth Financial Network, and Morgan Stanley. His background also includes roles in the Maryland General Assembly and the Maryland Democratic Party. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and uses a subscription-based compensation model supported by AI and advanced technology integration.

Yakov Zikvashvili is a financial advisor at Range Advisory, LLC with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including BTG Pactual US Capital, Goldman Sachs Tussell Tobin, and Bank of America Merrill Lynch. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers both proprietary model portfolios and access to third-party strategies, integrating AI tools into its investment processes.

Lauren Cataneo is a financial advisor at Range Advisory, LLC in New York, NY, holding a Series 66 designation with four years of industry experience. She previously worked at Blackrock Investments, LLC and Merrill, among other firms. Outside of advising, she is involved in a real estate referral business that facilitates agent license maintenance through referrals. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers proprietary model portfolios alongside third-party strategies, utilizing AI tools to support portfolio management and client engagement.

Jeffrey Lopez is a CFP® professional at Range Advisory, LLC with three years of industry experience. His background includes roles at Deloitte and StoneTurn Group, as well as operating as a sole proprietor. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and employs model portfolios alongside third-party strategies, utilizing AI tools to support portfolio management and client service.

Vasilios Rajendra is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He currently works at Range Advisory, LLC and has held roles at Range Investing, LLC and Range Finance, Inc. since 2025. Prior to that, he worked at Raymond James & Associates, Inc. and Robert W. Baird. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, offering financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and advises on about $17.4 billion through a model portfolio-driven, AI-supported investment approach.

Yosef Ghebray is a CFP® with 10 years of industry experience, currently serving as an advisor at Range Advisory, LLC. His prior experience includes roles at Betterment, Fidelity Investments, Wells Fargo, Bank of America, and Merrill. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers model portfolios alongside third-party strategies and tax-aware direct indexing, incorporating AI tools to support portfolio management.

Matthew Stonich is a Financial Consultant at Fidelity Investments. He has held various roles within the company since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Throughout his tenure at Fidelity Investments, Matthew has developed expertise in financial planning and investment consulting. Matthew emphasizes the importance of having a clear financial plan to work towards individual goals, as reflected in his personal statement: "Everyone needs a plan in place to work towards their goals. Let's take a minute to make a plan, don't make a plan a minute." This approach guides his work with clients to establish structured financial strategies.

Spencer Engelke is a CFP® professional with five years of experience in financial advising, currently with Range Advisory, LLC. His prior roles include positions at The Retirement Planning Group and Parrott Wealth Management, as well as experience with Austin Christian Fellowship and work in the office of a U.S. Representative. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and utilizes its own model portfolios alongside third-party strategies and tax-aware direct indexing, incorporating AI tools to support portfolio management.

Brianna Matro is a financial advisor at Range Advisory, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. Range Advisory serves high-net-worth and ultra-high-net-worth individuals across the U.S., providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and employs a subscription-based compensation model alongside advanced tools including AI-driven client support and portfolio modeling.