Bryan Jarman is a financial advisor at Panorama Wealth Advisors with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Infinium Investment Advisors. Panorama Wealth Advisors serves individual clients, including high-net-worth individuals, as well as trusts and estates, providing discretionary investment management, financial planning, and consulting. The firm employs an investment process based on modern portfolio theory and utilizes model portfolios with active rebalancing and risk management.

Kenneth Macdonald Jr. is a financial advisor at Panorama Wealth Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sigma Financial Corporation and Purshe Kaplan Sterling Investments, Inc. He is also involved in providing insurance advice through MacDonald Financial Services, Inc. Panorama Wealth Advisors serves individual clients, including high-net-worth individuals, trusts, and estates, offering discretionary investment management, financial planning, and consulting. The firm employs an investment approach based on modern portfolio theory, combining fundamental stock screening, independent research, and technical analysis, while actively managing market risk and conducting regular account reviews.