Brett Golden is a financial advisor at Trowbridge Capital Partners LLC with four years of industry experience. He holds a Series 63 designation and has been with Trowbridge Capital Partners since 2018. In addition to his advisory role, he is the founder of The Chart Lab, a company that provides software solutions for portfolio management and quantitative investment research through monthly subscriptions. Trowbridge Capital Partners is a single-advisor independent firm offering portfolio management and model-driven strategies primarily for high-net-worth individuals, pension and profit-sharing plans, corporations, insurance companies, and other investment advisers. The firm employs a quantitative investment process focused on mid- to large-cap U.S. equities within an All Weather framework, and it also serves as a subadviser and model provider to third-party platforms.

Louis Lukac is a financial advisor at Trowbridge Capital Partners LLC with eight years at the firm and six years with Trust Investment Advisors. He holds Series 63, 65, and 66 designations and has 24 years of experience as the owner and president of Wizard Trading Inc., a company that leases software for analyzing trading strategies involving futures contracts, options, and hedge strategies. Lukac manages portfolios at Trowbridge while also receiving licensing fees for his software. Trowbridge Capital Partners provides discretionary portfolio management and separately managed account services primarily for high-net-worth individuals and institutional clients. The firm employs quantitative analysis focused on mid- to large-cap U.S. equities and offers various named strategies, including Dynamic Alpha, Concentrated Aggressive Growth, and Dynamic Low Volatility approaches.