Ritholtz Wealth Management

Anthony Isola is a financial advisor at Ritholtz Wealth Management with four years of industry experience. He holds a Series 65 designation and has been with Ritholtz since 2015. Outside of advising, he is involved in educational activities as a writer and blogger for TeachableMoment/Teacher Money Matters. Ritholtz Wealth Management serves individuals and high-net-worth clients, offering portfolio management, retirement plan consulting, and financial planning services. The firm employs a goal-based planning process that emphasizes asset allocation and behavioral economics, using low-cost ETFs and mutual funds alongside tools like automated tax-loss harvesting.

Benjamin Carlson is a CFA® charterholder with 11 years of experience at Ritholtz Wealth Management in Grand Rapids, MI. He has been with the firm since 2015 and holds ownership interests in several affiliated businesses, including an insurance agency, a tax planning and preparation service, and media and financial technology ventures. Carlson also writes the A Wealth of Common Sense blog. Ritholtz Wealth Management serves individuals and high-net-worth clients with portfolio management, retirement plan consulting, and financial planning services, employing a goal-based planning process that emphasizes asset allocation and behavioral economics. The firm uses primarily low-cost ETFs and mutual funds and offers automated tax-loss harvesting, structured products, alternative investments, and digital-asset allocation solutions.

Daniel Larosa is a financial advisor at Ritholtz Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Ritholtz Wealth Management since 2019, following prior roles at RoundAngle Advisors LLC and Foundation Retirement Plan Consultants Inc. Ritholtz Wealth Management serves individuals and high-net-worth clients with portfolio management, retirement plan consulting, and financial planning services. The firm employs a goal-based planning process focused on asset allocation and behavioral economics, utilizing low-cost ETFs and mutual funds alongside automated tools and access to alternative investments.

Tyler Hillyer is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management. Prior to joining Ritholtz, he held roles at Mercer Global Advisors Inc. and Harrison & Company Wealth Management, LLC. He is based in Princeton, WV. Ritholtz Wealth Management provides comprehensive portfolio management, retirement plan consulting, and financial planning services to individuals and high-net-worth clients. The firm employs a goal-based planning approach focused on asset allocation and behavioral economics, utilizing low-cost ETFs and mutual funds alongside automated tools and access to alternative investments.

Blake Wohlwend is a financial advisor at Ritholtz Wealth Management in Chicago, IL, holding a Series 65 designation. He has worked in the financial services industry since 2023, including roles at Northwestern Mutual and Ameriprise Financial Services. Prior to his advisory career, he held various positions outside finance, including at Alpine Supply Chain Solutions and in education with St. Charles Public Schools. Ritholtz Wealth Management serves individuals and high-net-worth clients with comprehensive portfolio management, retirement plan consulting, and financial planning services. The firm employs a goal-based planning process emphasizing asset allocation and behavioral economics, primarily using low-cost ETFs and mutual funds, and offers tools like automated tax-loss harvesting and access to alternative investments.

Callie Cox is a financial advisor at Ritholtz Wealth Management in Charlotte, NC, with six years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at eToro, Ally Invest, LPL Financial, First Citizens Bank, and TABB Group. Outside of her advisory role, she is the CEO and founder of Callie Cox Media, LLC, a media business focused on educating everyday investors about markets and money. Ritholtz Wealth Management serves individuals and high-net-worth clients with portfolio management, retirement consulting, and financial planning, employing a goal-based process that emphasizes asset allocation and behavioral economics. The firm utilizes low-cost ETFs and mutual funds and offers automated tax-loss harvesting, alternative investments, and digital-asset allocation tools.

Kevin Young is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2021. He previously worked at Northwestern Mutual in various capacities from 2015 to 2021. Outside of his advisory role, Young is the owner of Chartwell Services LLC, a company related to expense management for his firm. Ritholtz Wealth Management provides comprehensive portfolio management, retirement plan consulting, and financial planning services to individuals and high-net-worth clients. The firm emphasizes goal-based planning with a focus on asset allocation and behavioral economics, utilizing low-cost ETFs and mutual funds alongside automated tools and alternative investment options.

Trevor Batt is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management. His prior roles include positions at Cardinal Financial Planning, LLC, and the Defense Information Systems Agency. Outside of advising, he has been involved with several entrepreneurial ventures in technology and finance. Ritholtz Wealth Management provides portfolio management, retirement consulting, and financial planning services to individuals and high-net-worth clients. The firm employs a goal-based planning process focused on asset allocation and behavioral economics, utilizing primarily low-cost ETFs and mutual funds alongside automated advisory platforms.

Joel Fishman is a financial advisor at Ritholtz Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has been with Ritholtz since 2015. Outside of his advisory role, he manages Goldberg, LLC, which supports west coast operations with office resources, and he serves as a member and tax partner at VFISHMAN RD, LLC, providing consulting and financial oversight for agricultural and irrigation services companies. Ritholtz Wealth Management serves individuals and high-net-worth clients with portfolio management, retirement plan consulting, and financial planning services, employing a goal-based planning process that emphasizes asset allocation and behavioral economics. The firm primarily uses low-cost ETFs and mutual funds and offers features such as automated tax-loss harvesting and access to alternative investments and digital-asset allocation.

Eric Zipfel is a financial advisor at Ritholtz Wealth Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kestra Advisory Services, Kestra Investment Services, Nfp Securities, and Beacon Financial Group. Ritholtz Wealth Management serves individuals and high-net-worth clients, offering portfolio management, retirement plan consulting, and financial planning services. The firm uses a goal-based planning process focused on asset allocation and behavioral economics, primarily implementing portfolios with low-cost ETFs and mutual funds.

Ross Cohen is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2022. He has previously worked at Bartlett Wealth Management, Ausdal Financial Partners, Nadler Financial Group, and B.C. Ziegler and Company. Ritholtz Wealth Management serves individuals and high-net-worth clients with comprehensive portfolio management, retirement plan consulting, and financial planning services. The firm employs a goal-based planning process that emphasizes asset allocation and behavioral economics, implementing portfolios primarily with low-cost ETFs and mutual funds.

Patrick Haley is a CFP® with 20 years of industry experience and has been with Ritholtz Wealth Management since 2014. He serves as an advisory board member for The Pennfield School. Ritholtz Wealth Management provides comprehensive portfolio management, retirement plan consulting, and financial planning services to individuals and high-net-worth clients, utilizing a goal-based planning process that incorporates asset allocation and behavioral economics. The firm employs a mix of strategic and tactical model portfolios primarily using low-cost ETFs and mutual funds, along with automated tax-loss harvesting and access to alternative investments.

Christopher Carey is a financial advisor at Ritholtz Wealth Management with six years of industry experience. He holds a Series 65 designation and previously worked at Carnegie Investment Counsel and De Lage Landen Ltd. Carey is based in Solon, OH. Ritholtz Wealth Management serves individuals and high-net-worth clients with portfolio management, retirement plan consulting, and financial planning services, using a goal-based planning process that incorporates asset allocation and behavioral economics. The firm implements portfolios primarily with low-cost ETFs and mutual funds and offers automated tools such as tax-loss harvesting and digital-asset allocation options.

William Artzerounian is a CFP® and PFS™ credentialed advisor at Ritholtz Wealth Management with eight years of industry experience. He has previously worked at firms including Integer Wealth Advisors Group LLC, Grove Street Fiduciary, LLC, Compass Ion Advisors, LLC, MyCIO Wealth Partners, LLC, and Deloitte & Touche, LLP. Artzerounian is also the owner of RWM Tax LLC, which provides tax planning services. Ritholtz Wealth Management serves individuals and high-net-worth clients with portfolio management, retirement plan consulting, and financial planning, using a goal-based planning process that incorporates asset allocation and behavioral economics. The firm mainly employs low-cost ETFs and mutual funds and offers automated tax-loss harvesting, alternative investments, and digital-asset allocation tools.

Stephanie Baszner is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management. She previously worked at The Vanguard Group for seven years and Ambrose/Apex Fund Services for one year. Outside of her advisory role, she acts as a limited agent for an investment-related business in Kokomo, Indiana. Ritholtz Wealth Management provides portfolio management, retirement plan consulting, and financial planning services to individuals and high-net-worth clients. The firm uses a goal-based planning process focusing on asset allocation and behavioral economics, implementing portfolios primarily with low-cost ETFs and mutual funds.