Stonebrook Private LLC

Jonathon Vander Laan is a financial advisor at Stonebrook Private LLC with three years of industry experience. He holds a Series 66 designation and has prior experience with Fidelity Investments. Stonebrook Private LLC provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach with tactical adjustments, utilizing a range of investment vehicles and third-party tools, and is notable for sponsoring its own wrap fee program while managing several hundred million dollars in client assets.

Todd Knickerbocker is a financial advisor at Stonebrook Private LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. from 2005 to 2023. He is also a limited partner investor in Lakehouse Ventures Partners, a private equity firm. Stonebrook Private LLC provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes fundamental analysis and a long-term investment orientation while allowing tactical adjustments, using a range of investment vehicles including ETFs, individual equities, and alternative investments.

Spencer Knickerbocker is a CFP® with nine years of industry experience and is currently affiliated with Stonebrook Private LLC. His prior roles include positions at Raymond James & Associates, Lord Abbett, and Raymond James. Spencer holds a Series 66 license. Stonebrook Private LLC offers discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach while allowing tactical adjustments, utilizing a range of investment vehicles including ETFs, individual equities, and alternative investments.

Mark Zywiol is a CFP® with eight years of experience in the financial services industry. He currently works at Stonebrook Private LLC, where he has been since 2024. His prior experience includes roles at Charles Schwab, Fidelity Investments, and Raymond James & Associates. Stonebrook Private LLC provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach while allowing tactical adjustments, utilizing a range of investment vehicles and third-party tools to implement and monitor client portfolios.