Alan Bradley is a CFP® with 19 years of industry experience, currently serving at RWM Capital, LLC. His prior roles include positions at Pruco Securities, Prudential Financial Planning Services, Bank of America, Merrill, and TIAA-CREF. In addition to his advisory work, he is an independent insurance agent providing insurance and annuity planning services. Roberts Wealth Management (RWM Capital, LLC) delivers financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients, focusing on retirement and comprehensive planning. The firm combines tailored asset allocations with model portfolios, sub-advisers, and algorithm-driven rebalancing across multiple offices and manages approximately $222 million in assets.

Brennan Kim is a financial advisor at RWM Capital, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Foundations Investment Advisors and Aflac. In addition to his advisory role, he serves as an insurance representative specializing in Medicare. Roberts Wealth Management (RWM Capital, LLC) provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations and a combination of model portfolios, sub-advisers, and algorithmic tools across multiple offices to manage approximately $222 million in assets.