New York, NY Lexington Ave Office

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.

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.

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.

Samuel Swenson is a financial advisor at Range Advisory, LLC in New York, NY, holding the CFP®, CFA®, and Series 66 designations with eight years of industry experience. His prior roles include positions at Range Finance Inc, CGN Advisors, Wells Fargo Advisors, and Credit Suisse Securities. Outside of his advisory role, he operates SKS Advisory Services, providing accounting and light financial planning on a freelance basis. 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 proprietary model portfolios alongside third-party strategies, incorporating AI tools to support client service and portfolio management.

Justin Kim is a CFA® charterholder and financial advisor at Range Advisory, LLC with four years of industry experience. He previously worked at Creative Planning, LLC for three years and spent nine years at Lord Abbett. 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 a combination of proprietary model portfolios, third-party asset management strategies, and AI-assisted tools in its investment process.