ROI Financial

Lance Johnson is a financial advisor with ROI Financial Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with ROI Financial since 2011. Outside of advising, Mr. Johnson is involved in several business ventures, including a 26% ownership in ROI Tax LLC, which provides tax preparation services, and a one-third partnership in ROI Marketing & Creative Design LLC, a marketing services firm. ROI Financial Advisors serves individual investors, business owners, and retirement plans with portfolio management, financial planning, and pension consulting. The firm employs multiple analytical methods and a variety of investment strategies, including long-term investing and short-term trading, and maintains affiliated tax and marketing businesses with supervisory controls to address related conflicts.

Trevor Bruno is a financial advisor at ROI Financial with a Series 65 credential and five years of industry experience. Prior to joining ROI Financial, he held positions at Travelers Indemnity Co. and SMI Solutions. Outside of his advisory role, he is a licensed tax preparer and part-owner of ROI Tax, an affiliate firm providing tax preparation and CPA services. ROI Financial Advisors serves individual investors, business owners, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm employs multiple analytical methods and a variety of investment strategies, including the use of leverage and pooled investment vehicles, with client accounts reviewed regularly and managed on both discretionary and non-discretionary bases.