Austin Todd

Jennifer Turner is a financial advisor with LPL Financial in Redlands, CA, holding a Series 63 designation and 32 years of industry experience. She has been affiliated with Retirement Wealth Group, Inc. and LPL Financial since 2009. In addition to her advisory role, she is involved in providing fixed annuities and group health and long-term care insurance through her non-variable insurance businesses. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm supports its advisors with in-house research and model portfolios, providing a variety of investment delivery options tailored to client needs.

Scott Gutman is the sole advisor at Gutman Financial Planning LLC in Loma Linda, CA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked in various roles at the Fontana Unified School District, including as an Information Exchange Specialist responsible for IT data management and Medi-Cal billing. Gutman Financial Planning LLC is a fee-only, state-registered advisory firm that provides financial planning and investment advisory services primarily to individuals and families. The firm employs a long-term, buy-and-hold investment approach emphasizing asset allocation and diversification, often recommending low-cost index funds and conducting educational workshops.

Phillip Gorian is a financial advisor with Gorian Investments in San Bernardino, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Wilshire Capital Group, Oaktree Brokerage, Unitedhealthcare, and other firms. Gorian Investments provides securities investment advisory services to higher-income professionals, businesses, and select institutional clients, including pension plans. The firm employs a conservative, long-term buy-and-hold strategy focused on blue-chip equities and investment-grade bonds, managing approximately $26 million across about 25 client relationships with primarily non-discretionary accounts.

Ryan Purdie is the principal of Creative Planning Solutions, Inc., an independent advisory firm based in Grand Terrace, CA. He holds a Series 65 designation and has 12 years of industry experience. Mr. Purdie is also the owner of two other investment advisory firms, Fortitude Advisors and Accounting Inc. Creative Planning Solutions provides comprehensive financial and business planning primarily for ultra-high-net-worth families, trusts, estates, and business entities. The firm focuses on multi-generational and business-owner planning and refers clients to third-party investment managers rather than managing assets directly.

Michael Bosman is the principal advisor at Bosman Wealth Management, LLC, an independent firm based in Redlands, CA. He holds the Series 63, 65, and 66 designations and has 18 years of industry experience. Bosman has held roles at Empire Management SoCal, LLC and LPL Financial, LLC, and serves as an adjunct professor at the University of Redlands. He is also a director of Friends of the A.K. Smiley Public Library, where he helps raise funds to support library programming. Bosman Wealth Management provides fee-based investment advisory services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm uses a combination of fundamental and technical analysis to tailor investment programs to client objectives, offering discretionary and non-discretionary portfolio management as well as ERISA 3(21) plan advisory services. It also conducts public seminars and workshops and provides insurance products through its principal.

Dan Hassey is the sole advisor at Dan Hassey Investment Advisory in Banning, CA, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at McIntosh Capital Advisors, Inc. from 2015 to 2023 before founding his independent advisory firm. Dan Hassey Investment Advisory provides discretionary investment management services exclusively to individual clients, focusing on retirees and those nearing retirement. The firm emphasizes safety and income through portfolios primarily composed of dividend-paying stocks, ETFs, and mutual funds, and employs a combination of top-down economic analysis, bottom-up valuation, detailed dividend assessment, and option strategies to manage income and risk.