Thomas Margaritondo is a financial advisor at Meadowbrook Advisors with five years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and RBC Capital Markets. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. Meadowbrook Advisors provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, non-profit organizations, and retirement plans. The firm manages portfolios using a range of investment vehicles and employs fundamental analysis and Modern Portfolio Theory with a long-term orientation.

Ian Auerbach is a financial advisor with Meadowbrook Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Meadowbrook Advisors and Purshe Kaplan Sterling Investments in 2025, he worked at RBC Capital Markets for 16 years. Outside of his advisory role, Mr. Auerbach is the sole owner of a construction company focused on personal real estate development in Colombia. Meadowbrook Advisors provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, managing portfolios with ETFs, mutual funds, individual securities, and other instruments, and serves 147 clients through a three-advisor team.

Gregg Auerbach is a financial advisor with Meadowbrook Advisors, holding Series 63 and Series 65 credentials and more than 35 years of industry experience. He previously worked at RBC Capital Markets for 16 years before joining Meadowbrook Advisors and Purshe Kaplan Sterling Investments in 2025. He is also a licensed insurance agent and spends a portion of his time implementing insurance recommendations. Meadowbrook Advisors is an SEC-registered firm providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm utilizes a mix of ETFs, mutual funds, individual securities, and other investment vehicles, combining fundamental analysis with Modern Portfolio Theory in a primarily long-term approach.