Kyle Roy is a financial advisor with ROI Financial Planning based in Crestwood, KY, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His prior work includes roles at LPL Financial, KPP Advisory Services, AIG Capital Services, and SunAmerica. Outside of advising, he is engaged in writing a book. ROI Financial Group offers financial planning and both discretionary and non-discretionary investment management to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes tailored advice based on fundamental analysis and a generally long-term strategy while maintaining flexibility for shorter-term trades across a broad investment universe.

David Mcillwain is a financial advisor with ROI Financial Planning, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at LPL Financial LLC and FSC Securities Corporation. ROI Financial Group provides financial planning and investment management services to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term investment approach while maintaining flexibility for shorter-term trades and offers a broad investment universe including mutual funds, ETFs, equities, and alternative investments.

Ladonna Dowdy is a financial advisor at ROI Financial Planning with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC, Raymond James Financial Services, and Morgan Keegan & Company. ROI Financial Group provides financial planning and investment management services to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm tailors advice based on fundamental analysis and a generally long-term strategy, offering a range of investment options including mutual funds, ETFs, equities, fixed income, alternatives, and private investments.

Bruce Arnold is a CFP® with 44 years of experience in the financial services industry. He is currently with ROI Financial Planning and has previously worked at firms including KPP Advisory Services LLC and LPL Financial LLC. Arnold holds Series 63 and Series 65 licenses. ROI Financial Group provides financial planning and investment management services to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a primarily long-term, fundamental analysis approach while maintaining flexibility for shorter-term trades when appropriate.

Paul Kohlman is a financial advisor at ROI Financial Planning with 39 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior firms include LPL Financial LLC and Concourse Financial Group Securities Inc. ROI Financial Group provides financial planning and investment management services to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis while maintaining flexibility for shorter-term trades when appropriate.