David Michael Roth

Arthur Brunson is a CFP® with 15 years of industry experience and is the sole advisor at ADB Capital Management, LLC. He has been with the firm since 2005, offering financial planning and wealth management services. ADB Capital Management is a fee-only independent advisor serving individuals, families, trusts, estates, and employer retirement plans. The firm emphasizes risk-managed absolute returns through a combination of fundamental analysis, Modern Portfolio Theory, tactical asset allocation, and value strategies, while providing discretionary portfolio management and ERISA-aware consulting for retirement plan clients.

Robert Severdia Jr. is a CFP® professional with 15 years of industry experience. He is the principal advisor at Nest Financial Planning, LLC, a firm he joined in 2022 after working at Cross Financial Advisors, LLC and LPL Financial. Nest Financial Planning, LLC provides discretionary investment management and financial planning services to individuals and employer plan sponsors, serving both high-net-worth and non-HNW clients. The firm uses asset allocation strategies guided by Modern Portfolio Theory, primarily employing passive funds, and offers employee benefit plan advisory services including participant education and group workshops.

Eric Albertson is a Series 65-licensed financial advisor at Viento Financial Group, LLC with two years of industry experience. Prior to joining Viento Financial Group, he worked at Slalom Consulting for eight years. Viento Financial Group, LLC is a two-advisor firm managing approximately $50.8 million for around 83 clients, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and other institutions. The firm uses a suitability-driven process to develop personalized investment policies and applies multiple analytic methods while favoring clean energy and low–carbon businesses through specified industry screens.

Sharon Pack is a financial advisor at Crown Point Wealth Advisors in Hood River, OR, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Edward Jones and positions in the vineyard and winery sectors. Crown Point Wealth Advisors offers investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm customizes portfolios using various asset allocation and analytical methods, provides fiduciary oversight, and offers ERISA 3(38) investment manager services.

Joseph Guenther is a CFP® with 18 years of industry experience, currently serving at Crown Point Wealth Advisors in Hood River, OR. His previous roles include positions at Edward Jones and Purshe Kaplan Sterling Investments. Outside of advising, he holds the treasurer position for the Hood River Adult Softball league, managing its accounts and reporting to the board. Crown Point Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing asset allocation, diversification, and various analytical methods while providing fiduciary oversight and quarterly reviews.

James Williams II is a financial advisor at Crown Point Wealth Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and J.P. Morgan Securities. Outside of advisory work, he owns and manages hospitality and residential rental properties in Oregon. Crown Point Wealth Advisors provides discretionary and non-discretionary investment management and integrated financial planning to individual and institutional clients, including high-net-worth households and various organizational entities. The firm customizes portfolios using diversified allocations and employs fundamental, modern portfolio theory, and cyclical analysis.