Roy Bennett is a financial advisor with Smart Investments Advisory Incorporated in Redlands, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial LLC, Western International Securities, Inc., and WBB Securities, LLC. Bennett also provides non-variable insurance services through Morgan Stanley/DW. Smart Investments Advisory Incorporated primarily serves individual clients, managing approximately $82 million across 210 accounts. The firm combines portfolio management with broker-dealer activities and insurance product sales, offering a range of services through a small team of three professionals.

Barrick Smart is a financial advisor with Smart Investments Advisory Incorporated, holding Series 63 and Series 65 credentials and nearly five decades of industry experience. He has worked at LPL Financial LLC, Western International Securities, Inc., and WBB Securities, LLC, and has been with Smart Investments Advisory since 1994. Outside of his advisory work, Smart serves on the board of Mountains Community Hospital. Smart Investments Advisory Incorporated primarily serves individual clients with portfolio management and advisory services. The firm manages approximately $82 million for about 210 clients and combines advisory services with broker-dealer activity and insurance product offerings.