KTF Investments, LLC

Joshua Axel is a financial advisor at KTF Investments, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 25 years before joining KTF Investments in 2025. KTF Investments provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as defined-benefit and profit-sharing plans. The firm offers a wrap fee program that combines advisory services with custodial and execution costs, using individualized asset allocations and a range of investment strategies tailored to client objectives and risk tolerance.

Allen Mellow is a financial advisor at KTF Investments, LLC with 58 years of industry experience. He holds the Series 63 designation and previously spent 41 years at UBS Financial Services Inc. Outside of his advisory role, he serves as executor of an estate. KTF Investments provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as defined-benefit and profit-sharing plans. The firm sponsors a wrap fee program and employs individualized asset allocation strategies with periodic rebalancing and quarterly reviews.

Jess Sansone is a financial advisor at KTF Investments, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Outside of his financial advisory role, Sansone serves as a board member and shareholder for multiple privately held companies focused on frozen dessert products and distribution, providing financial and operational guidance. KTF Investments offers portfolio management and financial planning services to individuals, including high-net-worth clients, as well as defined-benefit and profit-sharing plans. The firm manages portfolios using individualized asset allocations and sponsors a wrap fee program that combines advisory services with custodial and execution costs.

Melissa Godinez is a financial advisor at KTF Investments, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 15 years. She also serves as a notary public. KTF Investments provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as defined-benefit and profit-sharing plans. The firm offers a wrap fee program that integrates advisory services with custodial and execution costs, emphasizing individualized asset allocations and a range of investment strategies.