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Matthew N

CFP®, Series 63

Pittsford, NY

High Probability Advisors, LLC

Matthew Newman is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at High Probability Advisors, LLC since 2020 and previously held roles at Cadaret, Grant & Co., Inc. and Western NY Asset Management. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, offering portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1.046 billion in assets across 344 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Stephen C

Series 63, Series 65

Pittsford, NY

High Probability Advisors, LLC

Stephen Carl is a financial advisor at High Probability Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howe & Rusling. Outside of his advisory role, he serves as board chairman of Carl Group Enterprises, LLC, a holding company for franchise restaurant stores. High Probability Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and retirement-plan advisory services. The firm uses a combination of quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1.046 billion in assets across an eight-person team.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Michael J

CFA®, Series 63, Series 65

Pittsford, NY

High Probability Advisors, LLC

Michael Jones is a CFA® charterholder and securities-licensed financial advisor with 10 years of industry experience. He has been with High Probability Advisors, LLC since 2017. Jones serves as chairman of the board at Reef Consulting & Investment, Inc., a private equity investment partnership. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, offering portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolios and manages approximately $1.046 billion in assets across about 344 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Nikki H

Series 63, Series 65

Pittsford, NY

High Probability Advisors, LLC

Nikki Hamblin is a financial advisor at High Probability Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Manning & Napier and LPL Financial among other firms. Hamblin serves on the board of Lakeland Industries and participates in various board committees. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and retirement-plan advisory services. The firm uses a combination of quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1.046 billion in assets across 344 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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George M

CFP®, Series 63, Series 65

Pittsford, NY

High Probability Advisors, LLC

George Marron is a CFP® with eight years of industry experience, currently serving as an advisor at High Probability Advisors, LLC. Prior to joining High Probability Advisors, he worked at High Falls Advisors, Karpus Investment Management, and Manning & Napier in various advisory roles. In addition to his financial advisory work, Marron maintains a solo law practice. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1 billion in assets across an eight-person advisory team.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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