Range Advisory, LLC

Matthew Ragone is a CFP® with five years of industry experience, currently serving as a financial advisor at Range Advisory, LLC in New York, NY. His prior experience includes roles at Bank of America and Merrill Lynch. Outside of his advisory work, he owns MRagsTV, a side business where he streams entertainment and gaming content on Twitch. Range Advisory provides online financial planning and portfolio monitoring primarily for high-net-worth and ultra-high-net-worth individuals. The firm utilizes third-party Turn-key Asset Management Platforms and AI tools to tailor investment and personal finance recommendations through a subscription-based service model.

Jackson Brown is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Range Advisory, LLC and previously worked at GHP Investment Advisors. His background includes roles outside finance in hospitality and retail sectors. Range Advisory provides online financial planning and portfolio monitoring services to individual clients, including high-net-worth and ultra-high-net-worth households. The firm uses third-party Turn-key Asset Management Platforms and AI tools to construct and manage portfolios, offering both discretionary management and comprehensive financial planning beyond investments.

Sean Dann is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently an advisor at Creative Planning, where he has worked since 2025. Prior to this, he was with Marshall Financial Group, Inc. from 2021 to 2025. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Kevin O Hanlon is a CFP® and holds a Series 66 license with four years of industry experience. He currently serves as a financial advisor at Range Advisory, LLC, where he has worked since 2025. Prior to that, he was affiliated with Morgan Stanley for four years and had brief tenures at Equitable Advisors, LLC and the Hudson County Economic Development Corporation. Range Advisory provides online financial planning and portfolio monitoring to individual clients, including high-net-worth and ultra-high-net-worth households. The firm utilizes third-party TAMP advisers and AI tools to support portfolio construction and transition analysis, delivering services through a subscription platform rather than traditional asset-based fees.

Tyler Gahs is a financial advisor at Range Advisory, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Stifel, Nicolaus & Company and Citi. His background also includes roles outside finance, such as work with the Maryland General Assembly and the Maryland Democratic Party. Range Advisory provides online financial planning and portfolio monitoring for individual clients, including high-net-worth households. The firm uses third-party Turn-key Asset Management Platforms and AI tools to support portfolio construction and client service, operating through a subscription platform rather than traditional asset-based fees.

Yakov Zikvashvili is a financial advisor at Range Advisory, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including BTG Pactual US Capital, Goldman Sachs Tussell Tobin, and Bank of America Merrill Lynch. Range Advisory provides online financial planning and portfolio monitoring primarily for high-net-worth and ultra-high-net-worth individuals. The firm utilizes third-party turnkey asset management platforms and AI-powered tools alongside human oversight to deliver tailored advisory services through a subscription-based model.

Anthony Molina is a financial advisor at Range Advisory, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Wealthfront and Crowe Horwath. Outside of advising, Molina owns Riviera Design Co., a business involving Airbnb home rental and Turo car rental activities. Range Advisory provides online financial planning and portfolio monitoring to individual clients, including high-net-worth households. The firm uses third-party TAMP advisers and AI tools to construct and review portfolios, offering services through a subscription platform rather than traditional asset-based fees.

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. Prior to joining Range Advisory, she worked at Blackrock Investments and Merrill Lynch, among other firms. Outside of her advisory role, she is involved in a real estate referral business that allows her to refer clients to licensed agents for referral fees. Range Advisory provides online financial planning and portfolio monitoring primarily for high-net-worth and ultra-high-net-worth individuals. The firm uses third-party Turn-key Asset Management Platforms and AI-assisted tools to support portfolio construction and client service, offering a subscription-based advisory model distinct from typical fee structures.

Jeffrey Lopez is a CFP® professional with two years of industry experience, currently affiliated with Range Advisory, LLC. His prior work includes roles at Deloitte and StoneTurn Group, as well as operating as a sole proprietor. Range Advisory provides online financial planning and portfolio monitoring services to individual clients, including high-net-worth and ultra-high-net-worth households. The firm utilizes third-party TAMP advisers and optimization models to construct portfolios, complemented by a proprietary AI assistant and a subscription-based service model.

Vasilios Rajendra is a CFP®, CFA®, and Series 66-licensed financial advisor at Range Advisory, LLC with eight years of industry experience. He previously worked at Raymond James & Associates and Robert W. Baird and had a one-year tenure at The Motley Fool. Range Advisory provides online financial planning and portfolio monitoring services to individual clients, including high-net-worth and ultra-high-net-worth households. The firm employs third-party Turn-key Asset Management Platforms and optimization models to construct portfolios, complemented by a proprietary AI assistant and a subscription-based operating model.

Yosef Ghebray is a CFP® professional with 10 years of industry experience, currently serving at Range Advisory, LLC. His prior roles include positions at Betterment, Fidelity Investments, Wells Fargo, Bank of America, and Merrill. Range Advisory offers online financial planning and portfolio monitoring primarily for individual clients, including high-net-worth households. The firm utilizes third-party Turn-key Asset Management Platforms and AI tools to tailor portfolio construction and financial planning beyond investments.

Joseph Powanda is a CFP® professional with three years of industry experience, currently serving at Range Advisory, LLC. His prior roles include positions at Modera Wealth Management, Annapolis Financial Services, and Addessi Financial Partners. Outside of finance, he has experience working with political campaigns and educational institutions. Range Advisory provides online financial planning and portfolio monitoring for individual clients, including high-net-worth and ultra-high-net-worth households. The firm utilizes third-party Turn-key Asset Management Platforms and AI-assisted tools to customize investment strategies and offers a subscription-based advisory model that extends beyond traditional asset management.

Spencer Engelke is a CFP® with four years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. His prior roles include positions at The Retirement Planning Group and Parrott Wealth Management. Before entering the financial industry, he worked at Austin Christian Fellowship and in the Office of a U.S. Representative. Range Advisory provides online financial planning and portfolio monitoring services to individual clients, including high-net-worth and ultra-high-net-worth households. The firm uses third-party Turn-key Asset Management Platforms and AI tools to support portfolio construction and analysis, delivering advisory services through a subscription platform rather than a traditional percentage-of-assets fee model.

Cary Rothman is a financial advisor at Range Advisory, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Mariner Wealth Advisors and Andersen Tax, LLC. Range Advisory provides online financial planning and portfolio monitoring services to individual clients, including high-net-worth and ultra-high-net-worth households. The firm uses third-party turnkey asset management platforms and AI-powered tools to tailor investment recommendations and financial planning beyond investments.