Kenneth Trimbath is a financial advisor at McDowell Associates Investments, LP with 10 years of industry experience. He holds a Series 65 designation and has worked at Kattan Ferretti Financial L.P. since 2016 while also managing his own business since 2014. McDowell Associates Investments, LP provides investment supervisory services and financial planning primarily to individual and high-net-worth clients, as well as pension plans and pooled investment vehicles. The firm uses a long-term investment approach supported by charting, fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

Cameron Roth is a financial advisor at McDowell Associates Investments, LP with eight years of industry experience. He holds a Series 65 designation and has worked with multiple firms including Kattan Ferretti Financial L.P. and Thor Financial Technologies. Roth is a 12% owner and portfolio manager at THOR Financial Technologies, LLC, which manages the publicly traded THOR Low Volatility ETF (THLV). McDowell Associates Investments, LP provides investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a long-term trading approach based on charting, fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management.

Bradley Roth is a financial advisor at McDowell Associates Investments, LP with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including UX Wealth Partners, Thor Financial Technologies, Sardonyx Capital Management, Hatrick Capital, and Kattan Ferretti Financial. He is a licensed insurance agent and a co-owner and portfolio manager of THOR Financial Technologies, LLC, which manages the publicly traded THOR Low Volatility ETF (THLV). McDowell Associates Investments, LP provides investment supervisory services and financial planning to individuals, high-net-worth clients, pension plans, and pooled investment vehicles. The firm manages individualized portfolios using a long-term trading approach that incorporates charting, fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary arrangements.