Todd Knickerbocker is a financial advisor at Stonebrook Private LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates and Edward Jones. Knickerbocker is also a limited partner investor in a private equity firm. Stonebrook Private LLC provides wealth management, investment management, and financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, fundamental analysis-based investment approach, utilizing a variety of instruments and management strategies.

Spencer Knickerbocker is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Stonebrook Private LLC and has previously been employed at Raymond James & Associates and Lord Abbett. Stonebrook Private LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis and manages approximately $937 million in client assets.

Mark Zywiol is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Stonebrook Private LLC, where he has worked since 2024. His prior roles include positions at Charles Schwab & Co., Fidelity Investments, Raymond James & Associates, and teaching at Walsh College of Accountancy and Business. Stonebrook Private LLC provides wealth management, investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach with portfolios including ETFs, individual equities, covered options, structured products, and alternative investments, implemented through discretionary management and oversight of independent managers.