Rachel Lauber

Mitsuo Lockrow is a financial advisor at Cambridge Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual Securities, Inc. from 2014 to 2018. Outside of his advisory role, he operates an independent insurance agency. Cambridge Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm employs a holistic planning approach with strategic asset allocation, tactical investment ideas, and active portfolio tools, serving a small client base including institutional and retirement-plan clients.

Stephen Lulla is a financial advisor at Maidstone Wealth Management, LLC in Cambridge, NY, holding a Series 65 designation with four years of industry experience. He previously worked at Weatherhelm Capital Management LLC from 2015 to 2017 before joining Maidstone Wealth Management. Maidstone Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, tactical asset-allocation, and rebalancing, integrating broad ETF exposures with selected individual stocks, fixed income, and options strategies within separately managed accounts.

Steven Jennings is a financial advisor with Evergreen RIA, LLC, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has previously worked at National Securities, Hudson Point Capital, and D.H. Hill Securities. Jennings also operates Jennings Financial Group, which provides mortgage referral services and fixed insurance sales. Evergreen RIA, LLC offers investment advisory and financial planning services to individual and high-net-worth clients, focusing on mutual funds, fixed income, REITs, ETFs, equities, certain non-U.S. securities, and insurance products. The firm primarily manages accounts on a non-discretionary basis, combining multiple analytical approaches with both long- and short-term trading strategies.

Kevin Theissen is a financial advisor at HWC Financial with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at HWC Financial since 2018, following a seven-year tenure at Skygate Financial Group. In addition to his advisory role, he is a licensed insurance agent. HWC Financial provides discretionary investment management and financial planning services to individual and high-net-worth clients, managing approximately $52 million across about 100 accounts. The firm employs a fundamentally driven, value-oriented investment approach with a multi-year horizon and integrates tax and insurance considerations into its planning.

Zachary Levine is a financial advisor at HWC Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Mirras, Jacoby, Levine & Hatgistavrou Inc., Ganer + Ganer PLLC, and Mazars LLP. Outside of advisory work, he is involved with Cope Americas, LLC, an online selling platform. HWC Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $52 million across about 100 accounts. The firm employs a fundamentally driven, value-oriented approach, constructing portfolios across major asset classes with discretion to rebalance or hold positions based on tax, valuation, or client-specific considerations.

Karen Ogden is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. She currently works at Envest Asset Management, LLC and has held prior roles at Purkiss Capital Advisors, Inc. and Guggenheim Securities, LLC. Envest Asset Management, LLC serves individuals—including high-net-worth clients—as well as pension and employee benefit plan sponsors, charitable organizations, and corporations. The firm employs a holistic advisement philosophy that may include socially responsible and ESG investing, primarily using passive, asset-class oriented portfolios with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis and third-party managers.