Larson Patty is a financial advisor at Rothman Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Independent Financial. Outside of advising, he holds a real estate license in Texas and occasionally receives commissions for assisting with real estate transactions. Rothman Investment Management provides investment advisory services and financial planning to individuals, high-net-worth clients, and charitable organizations, employing a long-term, rules-based investment approach that integrates quantitative and fundamental analysis across diversified portfolios. The firm is noted for its use of derivatives and option-based overlays and includes private real estate and credit investments alongside traditional strategies.

Jacob Rothman is a CFP® and CFA® with 11 years of industry experience. He has been with Rothman Investment Management, LLC since 2014. Outside of his advising role, he serves as a board member of Sierra Vista Hospital, participating in monthly meetings focused on safety, licensing, and community matters. Rothman Investment Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term, rules-based approach that integrates quantitative and fundamental analysis, incorporating diversified portfolios primarily through ETFs and selectively using derivatives and option overlays.

Tyler Chandler is a Series 65-licensed advisor at Rothman Investment Management, LLC with one year of industry experience. Before joining Rothman in 2026, he worked for TSG Wealth Management for one year and was employed with Cal Poly Event Staff for three years. He also spent 14 years in full-time education. Rothman Investment Management provides investment advisory services and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term, rules-based investment approach that integrates quantitative and fundamental analysis to build diversified portfolios, including the use of derivatives and option-based ETFs in select accounts.