Timothy Pehl is a financial advisor at Luther Forest Wealth Advisors, L.L.C. He holds the CFP® and Series 63 designations and has two years of industry experience. He has worked at Luther Forest Wealth Advisors since 2006 and is also a member of Kumlander, Donofrio, Hay & Pehl, CPAs, LLP, an accounting firm specializing in personal, estate, and trust tax services. Luther Forest Wealth Advisors provides investment consulting, discretionary portfolio management, and financial planning for individuals, trusts, retirement plans, corporations, and charitable organizations. The firm manages diversified portfolios using fundamental, technical, and cyclical analysis and maintains a relationship with a local accounting firm to occasionally offer tax planning and preparation services.

Robert Roback Jr. is a CFP® professional at Luther Forest Wealth Advisors, L.L.C. in Malta, NY, with 15 years at the firm and two years of industry experience. Luther Forest Wealth Advisors provides investment consulting, discretionary portfolio management, and financial planning for individuals, trusts, retirement plans, corporations, and charitable organizations. The firm manages diversified portfolios using mutual funds, ETFs, and individual securities, employing fundamental, technical, and cyclical analysis in its investment approach.