Hamilton-Bates Investment Research, Inc.

Adrienne Cooper is a financial advisor at Hamilton-Bates Investment Research, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hamilton-Bates since 2015. Outside of her advisory role, she has experience working in guest services for professional baseball and supervising event operations at football games. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, quantitative, and asset-allocation methods, offering both discretionary separate-account management and model portfolio programs.

Darrell Fryer is a financial advisor with Hamilton-Bates Investment Research, Inc., holding a Series 63 designation and nine years of industry experience. He has worked at Hamilton-Bates since 2018 and previously was with Securities Service Network, LLC. Outside of his advisory role, Fryer is involved in insurance sales and services through his independent agency, Capistrano Premier Insurance, and also participates in genomic sales to the medical industry with Encore Risk Management & Insurance Services, LLC. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs multiple analytic methods and offers both discretionary and model portfolio programs, managing over $61 million in client assets as of the end of 2025.

Alan Bates is a financial advisor at Hamilton-Bates Investment Research, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hamilton-Bates since 1998. Hamilton-Bates Investment Research, Inc. provides continuous asset management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs multiple analytic methods and offers both discretionary separate-account management and model-based programs.

Darren Vera Cruz is a financial advisor at Hamilton-Bates Investment Research, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Hamilton-Bates since 2018. In addition to his advisory role, he practices law as an attorney specializing in estate planning. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and quantitative analysis along with both long-term and short-term trading strategies, managing approximately $61.36 million in discretionary client assets.

Roderick Latta is a financial advisor with Hamilton-Bates Investment Research, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Hamilton-Bates since 2020 and has a long tenure with Intrusco Associates, Inc., where he also serves as president of an insurance and financial services business. Hamilton-Bates Investment Research, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing continuous asset management through individualized and model portfolio programs. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation methods, offering both long-term and shorter-term trading strategies.

David Lightner is a financial advisor with Hamilton-Bates Investment Research, Inc. in Laguna Niguel, CA, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. He has been with Hamilton-Bates since 2018 and previously worked at Cetera Advisor Networks, LLC. Outside of his advisory role, he is also an insurance agent selling fixed life insurance products. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation strategies through both discretionary management and model portfolios.

Eric Bell is a financial advisor at Hamilton-Bates Investment Research, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance. Outside of advising, he serves as a board member for the Small Business Development Corporation of Orange County and is president of two organizations: African Wealth Management, Inc., which focuses on marketing to African and African American clients and business owners, and Kanyiri-Bell Upendo, a nonprofit developing an assisted living facility in Kenya. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension plans, charitable organizations, and businesses, employing a combination of fundamental, technical, and quantitative analyses along with both long-term and short-term trading strategies. The firm manages discretionary and model-based portfolios and emphasizes ongoing suitability reviews and a formal ethical framework.

Richard Hamilton Jr. is a financial advisor at Hamilton-Bates Investment Research, Inc. with 25 years of industry experience. He has been with Hamilton-Bates since 1998 and has maintained a long-term involvement with Rolling Green Golf Club since 1978. Hamilton-Bates Investment Research, Inc. advises individuals, pension and profit-sharing plans, charitable organizations, and businesses through individualized portfolio management and model portfolio programs. The firm uses a combination of fundamental, technical, quantitative, and asset-allocation techniques, offering both long-term and shorter-term trading strategies.