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.