Benjamin Olson is a CFP® professional with 17 years of industry experience. He has been with R.O.I. since 2005, where he serves as one of two advisors at the firm. R.O.I. is a family-managed advisory firm based in Lindon, UT, serving individual clients and couples across a range of wealth levels. The firm offers active investment management and comprehensive financial planning, utilizing a proprietary Best Funds List updated monthly and a hands-on approach that includes individualized quarterly reporting and regular client communications.

Joseph Olson is a CFP® professional with 17 years of industry experience. He has been with R.O.I., a family-managed advisory firm in Lindon, UT, since 2003. R.O.I. serves individual clients and couples, including both high-net-worth and non‑HNW households, offering active investment management, comprehensive financial planning, and retirement planning. The firm manages client accounts on a discretionary basis using Fidelity’s Investment Adviser Network, focusing on no-load mutual funds and ETFs selected through a proprietary Best Funds List updated monthly with independent mutual-fund ratings.