Five years ago, Cris Arnold and David McIllwain made the decision to partner with LPL Financial, embarking on a journey to streamline their business processes, expand resources, and enhance the ways they serve their valued clients. Their commitment has always been to provide the highest level of service while ensuring a seamless and thoughtful succession plan for the future.

Cris and David are thrilled to announce an important milestone in this journey. They welcome Kyle Roy as the advisor who will join in leading AMF & ROI Financial Group into the future.

Kyle brings a wealth of experience, fresh perspectives, and a shared dedication to our mission of providing exceptional financial advice and personalized service.

AMF & ROI Financial Group LLP is a subsidiary of ROI Financial Group LLC.