Strathmore Capital Advisors

Jennifer Luzzatto is a CFP® and CFA® with 25 years of industry experience. She is currently with Strathmore Capital Advisors and was previously with Summit Financial Partners, Inc. for 26 years. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans, offering discretionary portfolio management, goals-based financial planning, retirement plan consulting, and tax preparation services. The firm employs an asset-allocation driven investment approach using mutual funds and ETFs, supported by technology tools for client service and estate planning.

Zachary Huneycutt is a financial advisor at Strathmore Capital Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dimensional Fund Advisors and Duke University. He serves as a volunteer on the finance committee of First Baptist Church Mount Holly. Strathmore Capital Advisors provides discretionary portfolio management and goals-based financial planning to individuals, trusts, endowments, and participant-directed retirement plans. The firm’s approach is asset-allocation driven and incorporates mutual funds and ETFs, including Dimensional Fund Advisors products, with a long-term focus and periodic rebalancing.

David Straus is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has worked at Strathmore Capital Advisors since 2025 and previously spent 11 years at New Potomac Partners, LLC. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans through discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation driven investment approach using mutual funds and ETFs, integrates technology in client service, and offers unique services including a securities-backed lending strategy and combined tax preparation and estate-planning platforms.

Daniel O’Rourke is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Strathmore Capital Advisors and has previous experience at LPL Financial, Wellspring Wealth Management, and The Vanguard Group. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and ongoing, goals-based financial planning. The firm employs an asset-allocation approach using mutual funds and ETFs, integrates technology to enhance client service, and offers distinctive features such as a securities-backed lending strategy and integrated tax-preparation services.

Edward Stroman is a CFP® with 11 years of industry experience and has been with Strathmore Capital Advisors since 2014. He holds a Series 65 license and is based in Washington, DC. Strathmore Capital Advisors provides discretionary portfolio management and goals-based financial planning to individuals, trusts, endowments, and participant-directed retirement plans. The firm employs an asset-allocation approach focused on long-term investment using mutual funds and ETFs, supplemented by technology for client service and integrated tax preparation and estate-planning offerings.

Robert Kernodle is a financial advisor at Strathmore Capital Advisors with 15 years of industry experience. He holds a Series 65 designation and has been with Strathmore Capital Advisors since 2011. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans by providing discretionary portfolio management and goals-based financial planning. The firm’s investment approach centers on asset allocation using mutual funds and ETFs, complemented by technology tools for client service and distinctive offerings such as a securities-backed lending strategy and integrated tax and estate-planning services.

William Kernodle is a financial advisor at Strathmore Capital Advisors with 17 years of industry experience. He holds a Series 65 designation and has been with Strathmore Capital since 2009. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and ongoing, goals-based financial planning. The firm employs an asset-allocation driven investment approach focused on mutual funds and ETFs, complemented by technology tools for client service and an integrated offering that includes tax preparation and a securities-backed lending strategy.

Vernon Stewart Jr. is a financial advisor at Strathmore Capital Advisors in Charlotte, NC, holding a Series 65 license with one year of industry experience. His prior work includes roles at New York Life and East Carolina University. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans through discretionary portfolio management and goals-based financial planning, with a focus on asset allocation using mutual funds and ETFs. The firm integrates technology such as AI for administrative tasks and collaborates with SyntheticFi to provide a securities-backed lending strategy.

John Kernodle is a financial advisor at Strathmore Capital Advisors with 16 years of industry experience. He has been with Strathmore Capital Advisors since 2005 and holds the Series 65 designation. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans through discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation-driven investment approach using mutual funds and ETFs, incorporating technology for client service and offering distinctive services such as a securities-backed lending strategy and integrated tax preparation.

Robin Mitler is a financial advisor at Strathmore Capital Advisors with 18 years of industry experience. He holds a Series 66 designation and previously worked at New Potomac Partners, LLC for 11 years before joining Strathmore in 2025. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm employs an asset-allocation-driven investment approach using mutual funds and ETFs, integrates technology into client service, and offers distinctive services including a synthetic lending strategy and combined tax-preparation and estate-planning support.

Julia Martinelli is a financial advisor at Strathmore Capital Advisors with Series 63 and Series 65 designations and over five years of experience in the industry. She previously worked at Dimensional Fund Advisors, The Vanguard Group, and Hightower Advisors. Strathmore Capital Advisors provides discretionary portfolio management and goals-based financial planning for individuals, trusts, endowments, and participant-directed retirement plans. The firm uses an asset-allocation driven approach with mutual funds and ETFs, incorporates technology in client service, and offers integrated tax preparation and distinctive synthetic lending strategies.