Robb Peterson is a financial advisor at Karel Capital, Inc. with 33 years of industry experience. He has been associated with Peterson Investment Management Inc. since 1993 and has worked at Karel Capital since 2020. Peterson holds the Series 63 and Series 65 designations. Karel Capital provides discretionary portfolio management and separately managed accounts to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a conservative, capital-preservation asset allocation strategy combined with top-down macro analysis and bottom-up security selection.

James Karel is a financial advisor with Karel Capital, Inc. in Spokane, WA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Silicon Valley Wealth Advisors, LLC for six years and has been associated with Peterson Investment Management, Inc. for six years in a non-employee alternate role for business continuity and succession planning. Karel Capital, Inc. provides discretionary portfolio management and separately managed accounts to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm uses a conservative, capital-preservation asset allocation approach, combining top-down macro analysis with bottom-up security selection and focuses on healthcare, biotechnology, investment-grade bonds, and select growth-oriented opportunities.

Cole Thompson is a financial advisor at Karel Capital, Inc. with a Series 65 designation and three years of industry experience. His prior work includes roles outside finance, such as at Solgen Power, St. Aloysius Gonzaga Catholic School, and the University of Idaho. Karel Capital provides discretionary portfolio management and separately managed accounts to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm follows a conservative, capital-preservation focused investment approach that combines top-down macro analysis with bottom-up security selection.