Todd Brown is a financial advisor with PEB Capital Management LLC in Columbus, Ohio, holding a Series 66 license and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and LPL Financial LLC. In addition to his advisory work, he is also licensed as an agent for fixed and traditional insurance products. PEB Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with discretionary wealth management and financial planning. The firm employs a primarily long-term, fiduciary-oriented investment approach combining fundamental and technical analysis, offering customized portfolio construction and ongoing management.

Adam Edwards is a CFP® with 21 years of industry experience. He has worked at PEB Capital Management LLC since 2021 and previously spent five years with Wells Fargo Advisors. Outside of his advisory role, he serves as treasurer for the Upper Arlington Youth Football Association Inc., where he reviews financial books and records income and expenses. PEB Capital Management is a boutique wealth management firm serving individuals, high-net-worth clients, trusts, and estates. The firm uses a long-term, customized investment approach combining fundamental and technical analysis, offering discretionary management that includes ETFs, mutual funds, individual securities, and independent manager recommendations.

Jeffrey Porterfield is a financial advisor with PEB Capital Management LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years and UBS Financial Services for 7 years. Porterfield is also a licensed insurance professional, dedicating less than 10% of his time to this activity. PEB Capital Management is a boutique wealth management firm serving individuals, high-net-worth clients, trusts, and estates with discretionary investment management and financial planning. The firm employs a customized, long-term approach that combines fundamental and technical analysis and uses a diverse range of investment vehicles including ETFs, mutual funds, equities, bonds, and alternative investments.