Corey Bryant is a financial advisor at McBroom & Associates, LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Folio Investments, Inc. and T. Rowe Price. McBroom & Associates provides discretionary, fee-based portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm combines fundamental value analysis with technical analysis to build customized, primarily buy-and-hold portfolios and may recommend alternative investments for qualified clients.

Yuko Du Bois is a financial advisor at McBroom & Associates, LLC with 19 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Du Bois is also the owner of MIRU & Associates LLC, a business that provides accounting, bookkeeping, and small business administration services. McBroom & Associates offers discretionary, fee-based portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental analysis rooted in Benjamin Graham and David Dodd value principles with technical analysis to refine market timing, focusing on customized, buy-and-hold strategies aligned with client objectives.