Paul Rosell is a financial advisor at Advanced Investments with five years of industry experience. He holds a Series 65 designation and previously worked at AllHealth Network for eight years and Nyansa Learning Corporation for six years. Advanced Investments serves individuals, including high-net-worth clients, small businesses, and retirement plans by providing fee-based financial planning, discretionary portfolio management, education planning, and advice on income and estate tax matters. The firm combines fundamental and technical analysis with strategies like buy-and-hold and dollar-cost averaging, and also offers insurance, real estate sales, and mortgage services.

Calvin Lennberg is a financial advisor at Advanced Investments with 12 years of industry experience. He holds a Series 65 designation and has worked as an independent insurance agent since 2010. Advanced Investments serves individual clients, small businesses, and retirement plans by providing fee-based financial planning and discretionary portfolio management, along with education planning and advice on income and estate tax matters. The firm combines fundamental and technical analysis with strategies such as buy-and-hold and dollar-cost averaging, and offers additional services including insurance products, real estate sales, and mortgage services.