Lance Johnson is a financial advisor with ROI Financial Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with ROI Financial since 2011. Outside of advising, Mr. Johnson is involved in several business ventures, including a 26% ownership in ROI Tax LLC, which provides tax preparation services, and a one-third partnership in ROI Marketing & Creative Design LLC, a marketing services firm. ROI Financial Advisors serves individual investors, business owners, and retirement plans with portfolio management, financial planning, and pension consulting. The firm employs multiple analytical methods and a variety of investment strategies, including long-term investing and short-term trading, and maintains affiliated tax and marketing businesses with supervisory controls to address related conflicts.

Trevor Bruno is a financial advisor at ROI Financial in Beaverton, OR, holding a Series 65 credential with five years of industry experience. He has worked with ROI Financial Advisors since 2020 and ROI Tax, LLC since 2021. In addition to his advisory role, he is a licensed tax preparer and part-owner of ROI Tax, where he assists with tax return preparation during tax season. ROI Financial serves individual and high-net-worth clients, business owners, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm employs a mix of fundamental, technical, charting, and cyclical analyses and provides services including margin transactions, short sales, and options writing, with custodial relationships primarily at Schwab Institutional.