Suzanne Herman is a CFP® and holds a Series 65 license, with five years of experience in the financial services industry. She has worked at Roberts Wealth Advisors, LLC since 2020, following roles at Restaurant365 and DealerSocket. Roberts Wealth Advisors provides investment advisory and planning services to high-net-worth individuals, trusts, pension and profit-sharing plans. The firm employs a fundamental-analysis investment approach with individualized portfolios that include stocks, bonds, ETFs, options, and private securities, and offers institutional investment management services that allow independent advisers to use its strategies.

Brian Roberts is a CFA® charterholder and principal at Roberts Wealth Advisors, LLC with 12 years of industry experience. He previously worked at Nelson Roberts Investment Advisors, LLC for 16 years before joining his current firm in 2020. Roberts Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and other investment advisers. The firm employs fundamental analysis and long-term strategies across a range of public and private investments and offers services to both individual and institutional clients, including other advisory firms.

Ryan Walsh is a CFA® charterholder with 12 years of experience in investment advisory. He has worked at Roberts Wealth Advisors, LLC since 2021 and was previously with Northwest Asset Management, LLC for seven years. He holds a Series 65 license and is based in Park City, UT. Roberts Wealth Advisors, LLC provides investment advisory and planning services to high-net-worth individuals, trusts, pension and profit-sharing plans. The firm focuses on individualized portfolio management using a range of instruments, including stocks, bonds, ETFs, options, and private securities, with discretionary management and fundamental analysis.