Round Rock Advisors LLC

Elaine Biersack is a financial advisor with Round Rock Advisors LLC, holding a Series 65 designation and five years of industry experience. She previously worked for Greenwich Investment Management, Inc. for ten years before joining Round Rock Advisors in 2023. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors with investment management, financial planning, and retirement-plan advisory services. The firm employs multiple internal teams using fundamental, long-term analysis and offers access to independent sub-advisors and specialized investment strategies, including management of an Australian-registered micro-cap fund.

Allison Costas is a financial advisor at Round Rock Advisors LLC with a Series 65 designation. She has 11 years of prior experience at THB Asset Management before joining Round Rock Advisors in 2025. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs multiple internal divisions using fundamental, long-term analysis and offers access to independent sub-advisors and a range of equity and fixed-income strategies.

Lynda Kommel Browne is a CFA® charterholder with 38 years of industry experience, currently serving as a financial advisor at Round Rock Advisors LLC since 2022. She previously worked at Maybank KIM ENG Securities USA, Inc. for 17 years and at Private Advisor Group, LLC for two years. Ms. Kommel Browne also serves as a FINRA arbitrator and works as an independent life insurance broker. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a variety of investment approaches, including fundamental long-term analysis and specialized equity and fixed-income strategies, and manages the THB US Micro Cap Fund registered in Australia.

John Planell is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Round Rock Advisors LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 12 years. In addition to his advisory role, he is involved in independent insurance brokering. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a predominantly fundamental, long-term investment approach and offers access to specialized strategies through internal divisions and independent sub-advisors.

Robert Bennett is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Round Rock Advisors LLC. His prior roles include positions at Mutual of America Securities LLC and NYLife Securities LLC. He is also a licensed insurance agent. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs multiple internal divisions and independent sub-advisors, utilizing fundamental, long-term analysis combined with diversified portfolio construction strategies.

Craig Jensen is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Round Rock Advisors LLC and previously worked at Altium Wealth Management LLC and Armstrong Shaw Associates. Outside of his advisory role, he owns two wine and liquor shops in Connecticut. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a fundamental, long-term investment approach and offers access to specialized strategies through multiple internal divisions and independent sub-advisors.

Bert Bowler is a CFP® with over 31 years of industry experience. He is currently with Round Rock Advisors LLC and has previously worked at Purshe Kaplan Sterling Investments and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns B.T. Bowler, LLC, which provides risk management services unrelated to his investment work, and he is a licensed insurance agent involved in implementing insurance recommendations. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs multiple investment strategies, including fundamental long-term analysis and specialized approaches through its internal divisions and affiliated sub-advisors.

Scott Dynan is a financial advisor at Round Rock Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Neuberger Berman BD LLC, Taurus Asset Management, and Western International Securities. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a range of investment strategies, including fundamental long-term analysis and specialized approaches through its internal divisions and affiliated sub-advisors.

Robert Weinstein is a CFP® and PFS™ credentialed advisor with 44 years of industry experience, currently with Round Rock Advisors LLC since 2022. His prior roles include positions at Cetera Advisor Networks, Summit Financial Group, and VSR Financial Services. Outside of investment advising, he operates a CPA practice providing tax preparation and accounting services. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors by offering investment management, financial planning, and retirement-plan advisory services. The firm employs multiple internal divisions using fundamental, long-term analysis and portfolio construction involving ETFs, mutual funds, and selected securities.