Austin Kane Todd

Jennifer Turner is a financial advisor with Retirement Wealth Group, Inc. in Redlands, CA, holding a Series 63 designation and bringing 33 years of industry experience. She has worked at Retirement Wealth Group and LPL Financial Corp since 2009. Her business activities include providing fixed annuities and group health and long-term care insurance. Retirement Wealth Group, Inc. offers financial planning and consulting services to individuals, including trusts, estates, and retirement accounts. The firm uses both fundamental and technical analysis and employs Modern Portfolio Theory in portfolio construction, providing planning and implementation on hourly or fixed-fee bases rather than charging based on assets under management.

Scott Gutman is the sole advisor at Gutman Financial Planning LLC in Loma Linda, CA. He holds a Series 65 license and has two years of experience as a financial advisor. Gutman also works full-time as an Information Exchange Specialist for the Fontana Unified School District, where he handles IT duties related to data management and oversees the Medi-Cal billing department. Gutman Financial Planning LLC serves individuals, families, trusts, and estates with financial planning, investment consulting, and portfolio management on an hourly, project, or ongoing basis. The firm employs a strategic, long-term investment approach focused on asset allocation, diversification, and periodic rebalancing using primarily low-cost mutual funds and ETFs.

Phillip Gorian is a financial advisor at Gorian Investments in San Bernardino, CA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wilshire Capital Group, Inc., Oaktree Brokerage, Unitedhealthcare, Asset Marketing Systems, and Staffmark. 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 accounts primarily on a non-discretionary basis with client approval of investment decisions.

Jeremy Lindsey is the principal advisor at Clarity Advisors Group, Inc. in Redlands, CA, holding a Series 65 license and bringing 12 years of industry experience. He also owns Clarity Tax Advisors, Inc., which provides tax preparation, planning, bookkeeping, and business consulting services. In addition, Lindsey operates a separate business selling life insurance and annuities. Clarity Advisors Group, Inc. offers fee-based comprehensive financial planning and investment advisory services primarily to business owners and individual clients. The firm emphasizes holistic financial planning, incorporating cash flow, retirement, tax, estate, insurance, and business succession strategies, and manages client assets on a non-discretionary basis using mutual funds, ETFs, indexed annuities, and separate account managers.

Dean Parsons is a financial advisor with Global Diversified Investments in Yucaipa, CA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Parsons has been with Global Diversified Investments since 2011. Global Diversified Investments provides financial planning and portfolio management services to individuals, high-net-worth clients, small businesses, and institutional clients. The firm operates primarily on a non-discretionary basis and employs a globally diversified, medium- to longer-term asset allocation strategy across multiple asset classes.

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.