Ulana Emerson

Thomas Brotanek is a financial advisor at Aviles Capital Management LLC with four years of industry experience. He holds the Series 65 designation and has been with Aviles Capital Management since 2014. Outside of his advisory role, he is involved with ABS Jets, a.s., a business he has been associated with since 2007. Aviles Capital Management LLC provides fee-based portfolio management focused on long-term growth for individual clients and trusts. The firm employs a value-oriented investment approach centered on fundamental analysis and a concentrated allocation to undervalued equities, alongside U.S. Treasury securities and other instruments to manage risk and capital protection.

Scott Goginsky is a CFA® charterholder with 14 years of industry experience. He has been with Biondo Investment Advisors LLC since 2010. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis across market capitalizations and includes management of its proprietary Biondo Focus Fund.

Ariel Kosco is a financial advisor at Biondo Investment Advisors LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Biondo in 2024, he worked at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm emphasizes fundamental stock selection supplemented by technical analysis and manages multi-strategy portfolios, including options and leverage, while serving as adviser to its proprietary Biondo Focus Fund.

Nicole Dutkus is a financial advisor at Biondo Investment Advisors LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Biondo Investment Advisors and Biondo Asset Management since 2013. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, and institutional clients. The firm’s investment approach combines fundamental and technical analysis across market capitalizations and manages proprietary funds as well as portfolios for government and investment company clients.

Justin Bolmgren is a CFP® with 19 years of experience in financial advisory roles. He is currently with William Joseph Capital Management, Inc. and has previously worked at Origin Financial and operated his own firm, Bolmgren Retireplan, Inc., for a decade. Outside of advising, he serves as an advisor to the fintech software firm Budget Simple and is a part owner of Wealth Preservation Specialist, LLC and William Joseph Tax Strategies, Inc. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines customized portfolio construction with third-party sub-advisors on the AssetMark platform and integrates a range of quantitative and qualitative investment analysis methods.

Luke Barbalich is a financial advisor with Biondo Investment Advisors LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Biondo Investment Advisors in 2021, he spent over two decades at Newton Medical Center, Atlantic Health System. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services for individual, high-net-worth, and institutional clients. The firm’s investment approach combines fundamental stock analysis with technical methods and includes management of proprietary funds and government accounts.