David Roth is a financial advisor at Cooper McManus with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research, Securities America Advisors, and Edward Jones. Roth is also an independent insurance agent with Fair Planet Advisors. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and integrates model asset-allocation portfolios through sub-advisors and co-advisory platforms.

Bryan Brumley is a CFP® with 17 years of industry experience, currently affiliated with Cooper McManus. He has worked at Cooper McManus and Cambridge Investment Research, Inc., as well as Securities America Advisors. Alongside his advisory role, he owns Fair Planet Advisors and operates as an independent insurance agent through Byran Brumley, LLC. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm utilizes a fundamentally driven investment process and a broad range of financial instruments to align with client objectives, offering both standalone planning and ongoing asset management services.