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Thomas B

Series 63, Series 65

Buffalo, NY

Sandhill Investment Management

Thomas Baker Jr. is an advisor at Sandhill Investment Management with six years of industry experience and holds Series 63 and Series 65 licenses. He has been with Sandhill Investment Management for ten years. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, sub-advisory services, and model portfolios. The firm focuses on fundamental, bottom-up research and employs a long-term, buy-and-hold investment approach across diversified asset strategies.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Larry S

Series 65

Buffalo, NY

Sandhill Investment Management

Larry Stolzenburg is a financial advisor at Sandhill Investment Management with 19 years of industry experience. He holds the Series 65 designation and previously operated his own CPA practice for 20 years. Stolzenburg has been with Sandhill since 2008. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients by offering portfolio management, sub-advisory services, and model portfolios. The firm employs a fundamental, bottom-up investment approach with a long-term, buy-and-hold strategy and offers diversified asset allocation along with specialized fixed-income and alternative investment options.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Stephen G

Series 63, Series 65

Buffalo, MN

Sandhill Investment Management

Stephen Garvin is a financial advisor with Sandhill Investment Management in Buffalo, MN, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Sandhill since 2013. Outside of his advisory role, Garvin is involved in several business ventures, including ownership of a family apple orchard and participation as a limited partner in a restaurant. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, providing discretionary and non-discretionary portfolio management, model delivery for UMA programs, and sub-advisory services. The firm employs a research-driven investment process focused on fundamental analysis and valuation, generally pursuing long-term equity positions and cyclical entry points.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Paul S

Series 63, Series 65

Litchfield, CT

Sandhill Investment Management

Paul Stancs is a financial advisor at Sandhill Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments from 2013 to 2020. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, sub-advisory services, and retirement plan consulting. The firm’s research-driven investment process focuses on fundamental analysis and long-term equity positions, and it provides access to alternative investments for accredited clients.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Christopher K

CFP®, Series 66

Buffalo, NY

Sandhill Investment Management

Christopher Kicinski is a CFP® and holds a Series 66 license with five years of industry experience. He has been with Sandhill Investment Management since 2011. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, offering direct portfolio management, sub-advisory services, and model portfolios. The firm’s investment approach emphasizes fundamental, bottom-up research and a long-term, buy-and-hold strategy, with a range of diversified asset allocation and fixed income options.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Ryan M

Series 66

Buffalo, NY

Sandhill Investment Management

Ryan Myers is a Series 66-registered advisor with Sandhill Investment Management in Buffalo, NY, where he has worked for 10 years. He has seven years of industry experience. Outside of his advisory role, he is the managing member of Compliance Approved, LLC, a software company that offers an AI-powered tool for reviewing marketing materials for SEC and FINRA compliance issues. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, providing portfolio management, sub-advisory services, and model portfolios across multiple platforms. The firm uses a fundamental, bottom-up investment approach with a long-term, buy-and-hold orientation and offers diversified asset allocation and specialized strategies including municipal bonds and preferred equity.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Shant G

Series 65

Buffalo, NY

Sandhill Investment Management

Shant Goubrial is a financial advisor at Sandhill Investment Management with four years of industry experience. He holds a Series 65 designation and has been with Sandhill since 2011. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts by providing discretionary and non-discretionary portfolio management, model delivery for UMA programs, and sub-advisory services. The firm employs a research-driven investment process focused on fundamental analysis and long-term equity positions.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Edwin J

Series 63, Series 65

Buffalo, NY

Sandhill Investment Management

Edwin Johnston III is a financial advisor with Sandhill Investment Management in Buffalo, NY. He holds Series 63 and Series 65 designations and has five years of industry experience. Prior to joining Sandhill Investment Management, he has been associated with Sandhill Capital Partners LLC since 2004. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, sub-advisory services, and model portfolios. The firm employs a fundamental, bottom-up research approach focused on companies with economic advantages and strong cash flow, using a long-term, buy-and-hold strategy and providing diversified asset allocation options.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Brian D

ChFC®, Series 63, Series 65

Medway, MA

Sandhill Investment Management

Brian Dillon is a financial advisor at Sandhill Investment Management with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Sandhill in 2019, he worked at MMA Agency, MMA Securities, Fiduciary Investment Advisors, LLC, and Positive Retirement Outcomes, LLC. Dillon serves as a Regional Vice President and board member for Ducks Unlimited, Inc., a nonprofit focused on wetlands and waterfowl conservation. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients. The firm employs a fundamental, bottom-up investment approach with a long-term, buy-and-hold orientation, managing diversified strategies and providing sub-advisory services across multiple platforms.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Numayer K

Series 66

Buffalo, NY

Sandhill Investment Management

Numayer Khan is a financial advisor at Sandhill Investment Management with three years of industry experience. He holds the Series 66 designation and has worked previously at Independent Financial Group, LLC, Maks Pharma & Diagnostics, Inc., and Rogosin Brooklyn Home Dialysis. Khan was also a full-time student for nine years prior to his advisory career. Sandhill Investment Management advises individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, and sub-advisory services. The firm uses a research-driven investment process focused on fundamental analysis and serves as a sub-advisor and model provider to multiple national wrap and UMA platforms.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Christian M

CFP®

Buffalo, NY

Sandhill Investment Management

Christian Martinez is a CFP® professional at Sandhill Investment Management with five years of industry experience. He has worked at Sandhill since 2018 and previously held roles at Empire EMCO, Dex.YP, and Inside Sales Team. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients through direct portfolio management, sub-advisory services, and model portfolios for wrap-fee and UMA platforms. The firm emphasizes fundamental, bottom-up research and a long-term, buy-and-hold investment approach, managing pooled vehicles and providing sub-advisory services across multiple platforms.

Wealth management Passive / index investing Active portfolio management Real estate investing
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John C

CFP®, Series 63, Series 65

Buffalo, NY

Sandhill Investment Management

John Canty is a CFP® with 17 years of industry experience. He is currently an advisor at Sandhill Investment Management and previously worked for 14 years at Roosevelt & Cross, Incorporated. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, sub-advisory services, and retirement plan consulting. The firm follows a research-driven investment process focused on fundamental analysis and long-term equity positions.

Wealth management Passive / index investing Active portfolio management Real estate investing
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Kristyna H

Series 65

Buffalo, NY

Sandhill Investment Management

Kristyna Hassler is a financial advisor at Sandhill Investment Management with five years of industry experience. She holds a Series 65 designation and has been with Sandhill Investment Management throughout her career. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts by offering discretionary and non-discretionary portfolio management, model delivery for UMA programs, and sub-advisory services. The firm’s investment process is research-driven, focusing on fundamental analysis and long-term equity positions, and it also provides retirement plan consulting and access to alternative investments for accredited clients.

Wealth management Passive / index investing Active portfolio management Real estate investing
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