Brandon Meyer is a financial advisor at Forum Financial Management, LP with three years of industry experience. He holds a Series 65 credential and has previously worked at MP Capital Management, Inc. and MeyerPink Law, LLP, where he is currently a partner and attorney. Outside of finance, Meyer serves on the boards of several local nonprofit organizations, including the Sonora Area Foundation and the Youth Sports Foundation of Tuolumne County. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm builds model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management and financial planning services, including sub-advisory and back-office support to independent advisors and RIAs.

Jason Pink is a CFP® and holds a Series 65 license, with three years of experience in financial advisory. He is currently with Forum Financial Management, LP and has prior experience at MP Capital Management, Inc. Outside of financial advising, Pink is a partner and attorney at MeyerPink Law, LLP and serves as the president of the Calaveras Bar Association board, coordinating scholarships and events. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including discretionary portfolio management, financial planning, and sub-advisory and back-office support for independent advisors and RIAs.