Vision Investment Advisors, LLC

Howard Rothman is a financial advisor at Vision Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vision Investment Advisors since 2000. Rothman is also involved in nonprofit organizations, serving as Treasurer for Congregation Agudath Sholom and President of Bi-Cultural Hebrew Academy, both nonprofit Jewish institutions. Vision Investment Advisors provides portfolio management services to individuals, high-net-worth clients, family offices, and select institutional investors. The firm emphasizes internally developed large-cap, growth-oriented equity strategies combined with income enhancement and offers option-based leveraged strategies for clients with higher risk tolerance.

Steven Freed is a financial advisor with Vision Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Vision Investment Advisors since 2010 and previously worked at Tax Advisors of Palm Beach Inc. Mr. Freed is also president of Atlas Capital, LLC, a real estate investment company. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach includes large-cap, growth-oriented equity selection supported by fundamental and technical analysis, income enhancement strategies, and option-based leveraged strategies for clients with higher risk tolerance.

Andrew Ribbens is a financial advisor at Vision Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Vision Financial Markets, CVS, Zodys At Sterling, and the University of Connecticut. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach emphasizes large-cap, growth-oriented equity selection supported by fundamental and technical analysis, complemented by income strategies such as covered-call writing and fixed-income allocations.

William Katzelis is a Series 65-credentialed advisor with four years of industry experience. He is currently with Vision Investment Advisors, LLC and has previously worked at Divergent Capital Asset Management and Clarity Capital Partners. Katzelis is also a branch manager at High Ridge Futures LLC. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional clients. The firm utilizes a growth-oriented large-cap equity strategy combined with option-based programs and allocates to third-party managers for managed futures, serving a broad range of portfolios.

Emanuel Romero Vicini is a financial advisor at Vision Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at Vision Financial Markets and Essex Financial Services, Inc. He is also the CEO of Resilience Investment Advisory Compliance Consultants, which provides compliance consulting and RIA creation services to independent advisors. Vision Investment Advisors serves individuals, family offices, and institutional investors with discretionary and non-discretionary portfolio management across various model portfolios and option-based strategies. The firm combines fundamental and technical analysis in its growth-oriented large-cap equity selection and offers specialized programs including covered-call writing and leveraged option strategies.

Luke Berte is a financial advisor at Vision Investment Advisors, LLC in Stamford, CT, holding Series 63 and Series 65 licenses with six years of industry experience. His prior work includes roles at UBS Securities LLC and COR Clearing LLC. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors, focusing on large-cap, growth-oriented equity selection, income enhancement, and option-based leveraged strategies. The firm also allocates to third-party managers and managed-futures programs.

John Karafa is a financial advisor at Vision Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved with multiple Vision entities since 2013. Outside of his financial career, he serves as Lacrosse Director at the Stratford Storm Lacrosse program, where he is responsible for coaching and scheduling. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional investors, offering a range of model portfolios and specialized option-based strategies. The firm emphasizes growth-oriented large-cap equity selection using fundamental and technical analysis and employs various option strategies tailored to client risk profiles.

Ana Martinez is a financial advisor at Vision Investment Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vision Brokerage Services since 2011 and Vision Financial Markets LLC since 2006. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach focuses on large-cap, growth-oriented equity selection supported by fundamental and technical analysis, with additional strategies including income enhancement and option-based leveraged portfolios.

Justin Boshnack is a financial advisor with Vision Investment Advisors, LLC, holding Series 65 and Series 66 licenses and 11 years of industry experience. He previously worked at Luke Asset Management Partners LLC and has led Three Lakes Trading Company, Inc. as its president for over two decades. Outside of advisory work, Boshnack is CEO and president of HedgeRock Capital Inc., a commercial real estate finance firm specializing in brokering refinance and construction loans. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional clients, offering a range of model portfolios and specialized option-based strategies. The firm emphasizes growth-oriented large-cap equity selection using fundamental and technical analysis and supports held-away accounts through an order-management system.