A complete list of active advisors currently associated with ROI Financial

Warmer can help you find a great advisor at ROI Financial or one who fits your needs even better.

ROI Financial serves individual and high‑net‑worth clients, business owners, and retirement plans, offering discretionary and non‑discretionary portfolio management, financial planning, and pension consulting. The firm provides modular planning add‑ons for business owners and advanced estate scenarios, and it manages held‑away defined contribution participant accounts through a third‑party platform for ongoing oversight and rebalancing. The adviser documents client goals in Investment Policy Statements, conducts quarterly reviews, and applies a mix of fundamental, technical, charting, and cyclical analyses to implement long‑ and short‑term strategies. ROI Financial’s investment program can include margin transactions, short sales, and options writing, and it generally custodizes client assets at Schwab Institutional while using block trading where appropriate. Noteworthy differences from many peers include its ownership affiliation with a tax preparation firm (ROI Tax) and a separate marketing services affiliate, with shared personnel and office space disclosed and supervisory controls described to mitigate conflicts. The firm also discloses use of third‑party ratings in its materials and works with pooled investment vehicles (such as hedge funds, REITs, and retirement plan assets), along with borrowing capabilities in managed accounts—features that are uncommon among similarly sized supported firms.

To learn more about the advisors currently working at ROI Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Trevor Bruno	Beaverton, OR	5
Lance Johnson	Beaverton, OR	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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