Jul 27, 2026 Mid-Year Update from our CEO
Hi team,
I wanted to take a quick moment to share highlights of the first half of the year. Much has been accomplished and I want to thank each of you for your contribution for our progress.
We continued to grow in 2026, expanding our footprint in existing markets and opening new offices in Virginia, Massachusetts, New Jersey, and Texas. With that growth, we’ve added nearly $3 billion in assets under management and 19 team members as of July 23, 2026. We are thrilled to welcome so many talented, dedicated advisors and staff to our team, enabling us to spread our “can do, will do” attitude to assist even more clients. In recognition of our growth, dedication to clients, and practices, we have moved up in several industry-wide award lists. Additionally, we have found new ways to give back to the communities in which we do business.
New Team Members
In February Seventy2 Capital expanded into Westfield, New Jersey in February when Matt Lane joined the practice as a Senior Vice President & Financial Advisor. Matt focuses on building a portfolio of stocks and bonds using individual securities with a focus on tax efficiency for his clients. He works mostly with high-net-worth individuals who are older, established professionals or retired. Matt’s biggest priority for his clients is estate planning as they approach retirement.
In March, Seventy2 Capital opened an office in Springfield, Massachusetts with the addition of Dean Dagnoli, Executive Vice President & Financial Advisor. Dean takes a holistic and client-centered approach, focusing on long-term goals. He strives to make long-lasting relationships with his clients and manage complex financial lives with an emphasis on risk management and estate planning strategies. Dean works closely with business owners, retirees, and high-net-worth individuals.
Red Bank, NJ Office Expands with 7 New Team Members
Seventy2 Capital welcomed five new advisors and two client service associates to the Red Bank, NJ office in March: David Clapp (Executive Vice President & Financial Advisor), Brad Palent (Executive Vice President & Financial Advisor), Ron Critelli (Executive Vice President & Financial Advisor), Michael Cassella (Executive Vice President & Financial Advisor), Chris Donnelly (Senior Vice President & Financial Advisor), Jacqueline Bartels (Senior Registered Client Service Associate), and Jane Kunak (Senior Registered Client Service Associate). The team said, “Our goal is to expand access to advanced strategies and continue providing exceptional service and results. Joining Seventy2 Capital allows us to offer clients a more personalized experience with access to innovative solutions that align with their goals.”
Ryan Russo & Ginny Koontz-DeLauder
Ryan (Executive Vice President & Financial Advisor) and Ginny (Senior Vice President & Financial Advisor) joined us in April, opening new offices in Chesapeake and Culpeper, Virginia. Ryan designs and implements a coordinated strategy that integrates investment management with key planning areas such as tax efficiency, retirement income, and estate considerations. Ginny focuses on wealth planning that reflects each client’s life, values, and personal roadmap. Many clients come to her for life and legacy planning, including retirement and income strategies, tax-efficient planning, estate planning strategies, and charitable giving.
Chris Kelly (Executive Vice President & Financial Advisor) and Bret Schertz (Senior Vice President & Financial Advisor) joined Seventy2 Capital’s Hunt Valley, MD office in May. The decision to join Seventy2 Capital was driven by a shared goal: to elevate the level of service and care they provide to clients. The move enabled Chris and Bret to maintain the robust resources and institutional capabilities their clients have come to expect, while gaining the flexibility and independence needed to deliver more personalized, responsive, and forward-thinking advice. With fewer constraints, they are better positioned to tailor strategies and adapt quickly to the evolving needs of the families and businesses they serve.
The Appling & Landerholm Private Wealth Group
Kyle Appling (Executive Vice President & Financial Advisor) and Emily Landerholm (Senior Vice President & Financial Advisor) joined Seventy2 Capital in May, opening a new office in Southlake, Texas. Kyle and Emily use a goal-based wealth planning approach, providing disciplined stewardship, strategic coordination, and multi-generational continuity for a select group of families with complex financial lives. Together, they serve ultra-high-net-worth clients, business owners, pre-retirees, and retirees, all with a local, family-office feel.
Awards
Barron’s 2026 Top 250 Private Wealth Management Teams
Seventy2 Capital was ranked as the number 14 team in the country on Barron’s 2026 Top 250 Private Wealth Management Teams! This list takes into consideration a variety of factors, including practices’ size and structure, regulatory records, team member credentials, and the resources they provide to clients. While each advisor’s approach to investing, financial planning, and other services differs, this list is intended to act as a starting point for a client seeking a new advisor.
2026 Forbes Best-in-State Wealth Management Teams
This year, Seventy2 Capital was recognized as the number four team in Maryland on the Forbes Best-in-State Wealth Management Teams list. The Forbes | SHOOK Best-In-State Wealth Management Teams list recognizes practices that have been successful in navigating a more nuanced market. 2025 saw higher valuations, changes in interest rate expectations, and greater geopolitical risks, pushing teams to continuously adjust their strategies to do right by their clients. On this fourth annual list, Forbes honors over 6,100 teams with a combined $8.3 trillion in client assets based on both qualitative and quantitative data.
Forbes 2026 Best-in-State Wealth Advisors
“We are thrilled to have 15 team members recognized with this highly regarded award. We believe this recognizes the thorough dedication our advisors provide to their clients and their effectiveness in delivering high quality wealth management service. Congratulations to everyone nominated; we are very lucky to have you all at Seventy2 Capital!” said CEO and Co-Founder of Seventy2 Capital, Paul Carlson.
Community Outreach
Seventy2 Capital supports the communities in which we do business. Since our founding in 2016, we have partnered with organizations that make an impact to serve our youth, veterans, people with illnesses, and those with limited financial resources. In continuation of our commitment to foster education in the next generation, Seventy2 Capital has initiated a corporate sponsorship with Junior Achievement. This organization is committed to spreading entrepreneurship, work readiness, and financial literacy throughout the public school system. As part of this partnership, Seventy2 Capital will be installing a mural in the Montgomery County Finance Park as we head into the 2026/2027 school year.
Conclusion
Seventy2 Capital is proud of the above accomplishments and has big plans for the remainder of the year. With new teams joining and our upcoming ten-year anniversary, we are just getting started!
Best,
Paul Carlson
CEO & Co-Founder
Seventy2 Capital Wealth Management
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 2026 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2026; Data Compiled by Barron’s based on the time period from Jan. 2025 – Dec. 2025 (Source: Barrons.com). The Barron’s Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
(Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
2026 Forbes Best-In-State Wealth Advisors: Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.