Most Viewed Reps on FINTRX – Q2 2025 Insights

Each quarter, FINTRX tracks which registered representatives are drawing the most attention on our platform. In Q2 2025, thousands of searches across 40,000+ firms and 760,000+ reps revealed the advisors and representatives industry professionals are engaging with most. These insights spotlight the individuals influencing capital allocation, distribution, and recruiting, while highlighting where market interest is most concentrated right now.

→ Firm: Warren Street Wealth Advisors
→ Title: Founding Partner
→ Location: Irvine, CA

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Patrick Bourbon is the Founder of Bourbon Financial Management, a Chicago-based firm he has led since 2009, where he serves as a fiduciary financial advisor specializing in the wealth management and retirement planning needs of expatriates and U.S. citizens worldwide. With over 15 years of industry experience, including his tenure as Chief Investment Officer at ProManage, LLC, where he managed more than $1 billion in client portfolios, Patrick brings extensive expertise in portfolio construction, risk management, and cross-border financial planning. Recognized as a Five Star Wealth Manager, one of Benzinga’s Best Financial Advisors in Chicago, and one of Investopedia’s 100 Most Influential Financial Advisors, he is known for delivering disciplined, tailored strategies to high-net-worth clients. 

→ Firm: Bourbon Financial Management
→ Title: Founder
→ Primary Location: Chicago, IL

Elliott Orsillo is a founding member and Manager at Season Investments, LLC in Colorado Springs, where he has helped guide the firm since 2011. With more than 15 years in the financial services industry, he oversees client asset management, portfolio construction, and business development, bringing a personalized approach to wealth management. Elliott also serves on the firm’s investment committee, shaping strategies that span real estate, private placements, and marketplace loans. His earlier experience includes roles at Huntley Thatcher Ellsworth, Ltd. as an associate portfolio manager and analyst, and at Russell Investments, where he worked with institutional clients on large-scale portfolio transitions.

→ Firm: Season Investments
→ Title: Founding Member; Manager
→ Primary Location: Colorado Springs, CO

Patrick Krulik is the Head of Investments at Ima Advisory Services, Inc. in Denver, where he oversees the firm’s investment strategies and works closely with financial advisors to enhance portfolio management and client solutions. With more than a decade of experience in investment management, he previously served as Chief Investment Officer at GeoWealth, shaping strategies for RIAs, and held key roles at First Ascent Asset Management and Envestnet in portfolio management and advisor consulting. A CFA charterholder with a finance degree from the University of Colorado Boulder, Patrick brings deep expertise in wealth management and portfolio construction. 

→ Firm: Ima Advisory Services, Inc.
→ Title: Head Of Investments
→ Primary Location: Denver, CO

Eric Sterner is the Chief Investment Officer of Apollon Wealth Management and Apollon Financial, where he leads all investment research, due diligence, and portfolio construction while chairing both firms’ investment committees. With prior senior roles at Prudential Financial, including serving as CIO for Prudential Customer Solutions, where he developed a top-performing digital advisory platform, Eric brings extensive expertise in multi-asset investment solutions, risk management, and manager selection across traditional and alternative strategies. 

→ Firm: Apollon Financial
→ Title: CIO
→ Primary Location: Martinsville, NJ

Kenneth Brodkowitz is the Managing Director and Chief Investment Officer at Gfp Private Wealth, Logix Investments LLC, and Bull Harbor Capital LLC, where he oversees investment strategies, portfolio construction, and client development. With a career spanning Goldman Sachs, Galleon Group, Balyasny Asset Management, and co-founding Newland Capital Management, a $1.3B hedge fund, Kenneth brings deep expertise in institutional sales, proprietary trading, and long/short equity investing. 

→ Firm: Gfp Private Wealth, Logix Investments & Bull Harbor Capital
→ Title: Managing Director & Chief Investment Officer
→ Primary Location: Sarasota, FL

Jeffrey Nattans is a Partner at Black Diamond Financial in Lutherville, MD, where he advises wealthy families and institutional investors on strategic investments and financial management. With more than 25 years of experience, including senior roles at Legg Mason, where he led M&A and corporate strategy, and Goldman Sachs, where he specialized in asset management transactions, Jeffrey brings deep expertise in guiding clients through complex financial landscapes. 

→ Firm: Black Diamond Financial
→ Title: Partner
→ Primary Location: Lutherville, MD

Stephen Kolano is the Chief Investment Officer at Integrated Wealth Concepts in Waltham, MA, where he designs customized investment strategies that reflect clients’ unique goals and visions of success. With more than 20 years in finance, he previously served as CIO at BNY Mellon Investor Solutions and held leadership roles in quantitative research, multi-asset solutions, and investment strategy, as well as earlier positions at The Boston Company Asset Management and JPMorgan Chase. Stephen specializes in serving high-net-worth families, blending disciplined investment management with a personalized approach. 

→ Firm: Integrated Wealth Concepts
→ Title: Chief Investment Officer
→ Primary Location: Waltham, MA

Mike Chen is a Vice President at First Foundation Advisors in Irvine, CA, where he serves as an Investment Strategist focused on fund selection, due diligence, and portfolio construction within the firm’s Alternative Assets platform. With over five years of experience in wealth management and advisory, Mike has held key roles at RVW Wealth LLC as a Senior Analyst and at SunTrust Advisory Services, where he specialized in portfolio design across asset classes and supported high-net-worth clients, including executives, entertainers, and former athletes. His expertise spans external manager selection, investment strategy, and business development, enabling him to provide tailored solutions for sophisticated investors. 

→ Firm: First Foundation Advisors
→ Title: Vice President
→ Primary Location: Irvine, CA