Roehl & Yi Investment Advisors, LLC

Shannon Grant is a financial advisor at Roehl & Yi Investment Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Roehl & Yi in 2021, he worked at Advised Assets Group LLC from 2006 to 2017. Roehl & Yi Investment Advisors, LLC is an SEC-registered wealth management firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental analysis with an asset-allocation framework based on Modern Portfolio Theory and offers discretionary portfolio management with ongoing reviews.

Annaliese Ruiz is a Series 65-licensed advisor with Roehl & Yi Investment Advisors, LLC, where she has worked since 2018. She has three years of industry experience and previous work history in the hospitality and education travel sectors. Roehl & Yi Investment Advisors is an SEC-registered wealth management firm that provides financial planning, investment management, and retirement plan consulting to a range of clients, including individuals and charitable organizations. The firm employs a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, managing most client assets through its proprietary wrap fee program.

Jayman Yi is a financial advisor at Roehl & Yi Investment Advisors, LLC with 23 years of industry experience. He has been with the firm since 2001 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the board of the Eugene Country Club and is a member of the investment committee for Greater First Tee of Oregon. Roehl & Yi Investment Advisors serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a fundamental analysis and Modern Portfolio Theory-based asset allocation approach and manages most client accounts through its wrap fee program.

Mason Young is a financial advisor at Roehl & Yi Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Oregon State University and YMS, LLC. Roehl & Yi Investment Advisors is an SEC-registered wealth management firm that provides financial planning, investment management, and retirement plan consulting to a variety of clients including individuals, trusts, and charitable organizations. The firm employs a fundamental analysis and Modern Portfolio Theory-based investment approach and manages client portfolios through discretionary management with ongoing monitoring and regular reviews.

Thomas Roehl is a CFP® with 43 years of industry experience and has been a principal at Roehl & Yi Investment Advisors, LLC since 1998. He is also a part owner of an insurance business offering life, disability, and long-term care insurance. Roehl & Yi Investment Advisors serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs fundamental analysis and Modern Portfolio Theory-based asset allocation, managing client portfolios primarily through a wrap fee program.

Stephen Allen is a financial advisor at Roehl & Yi Investment Advisors, LLC in Eugene, OR, with four years of industry experience. He holds a Series 65 designation and previously worked at Hoffman, Stewart and Schmidt P.C. and George Fox University. Roehl & Yi Investment Advisors serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm’s investment approach uses fundamental analysis and Modern Portfolio Theory-based asset allocation across mutual funds, ETFs, individual securities, and third-party managers.

Andrew College is a financial advisor at Roehl & Yi Investment Advisors, LLC with two years of industry experience. Prior to joining the firm in 2022, he worked at Lyft and served eight years in the US Army. He is currently separating from the United States Army Reserve. Roehl & Yi serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a fundamental analysis and Modern Portfolio Theory-based asset allocation approach and manages client accounts primarily through its wrap fee program.

Zachary Daeges is a financial advisor at Roehl & Yi Investment Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Roehl & Yi since 2015. Roehl & Yi serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm’s investment approach is based on fundamental analysis and Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, and third-party managers.

Sarah Mellgren is a CFP® with 14 years of industry experience, currently serving as an advisor at Roehl & Yi Investment Advisors, LLC since 2011. She holds a Series 66 license and is based in Eugene, OR. Outside of her advisory role, Mellgren serves on the Southtowne Rotary Board and is a board member of the Alvord Taylor Foundation. Roehl & Yi Investment Advisors serves individuals, trusts, estates, charitable organizations, and business clients with wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a fundamental analysis and Modern Portfolio Theory-based approach, managing portfolios through mutual funds, ETFs, individual securities, and third-party managers, primarily via its wrap fee program.

Rene Jaramillo Mariscal is a financial advisor at Roehl & Yi Investment Advisors, LLC with a Series 65 designation. He has one year of industry experience. Prior to joining the firm, he served in the US Navy for 11 years. Roehl & Yi Investment Advisors, LLC is an SEC-registered wealth management firm that provides financial planning, investment management, and retirement plan consulting to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment process combines fundamental analysis with an asset-allocation framework grounded in Modern Portfolio Theory, offering discretionary management tailored to each client’s risk tolerance and financial needs.