Stephen Taylor is a financial advisor with Big Rock Advisors LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Big Rock Advisors in 2024, he spent 23 years at Credit Suisse Securities (USA) LLC and Credit Suisse Group. He is also an insurance agent involved in insurance sales and service through Cardona and Company. Big Rock Advisors is a small SEC-registered firm providing discretionary asset management, financial planning, and ERISA retirement-plan services. The firm focuses on individualized portfolio construction using fundamental analysis and offers periodic reviews, rebalancing, and tax-loss harvesting tailored to client objectives.

Sean Hopkins is a CFA® charterholder with 15 years of industry experience. He is currently with Big Rock Advisors LLC and previously worked at Tradeweb LLC and its affiliates for over a decade. In addition to his advisory role, he is involved as an accountant at La Sala CPA P.C. Big Rock Advisors LLC is a small SEC-registered firm providing discretionary asset management, financial planning, and ERISA retirement-plan services. The firm focuses on individualized portfolios using fundamental analysis and offers quarterly reviews, tax-loss harvesting, and client-directed investment restrictions.

Anthony Cardona is a financial advisor with Big Rock Advisors LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Benefit Funding Services, FFR, The Leaders Group, Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and MCRA. He is also the owner and insurance agent of AJ Cardona & Co, a business providing insurance services. Big Rock Advisors is a small SEC-registered firm offering discretionary asset management, financial planning, and ERISA retirement-plan services. The firm focuses on individualized portfolios created through fundamental analysis, with regular reviews and updates tailored to client goals.