Ian James Ott

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.

Austin Todd is the sole advisor at Capital United Investments LLC in Yucaipa, CA, holding a Series 65 designation with five years of industry experience. He has operated as Austin Todd DBA Capital United since 2016, combining investment advisory services with mortgage brokerage and real estate investing activities. Capital United Investments LLC is an independent advisory firm serving individuals, trusts, corporations, and plan sponsors with fee-based portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a tactical asset-allocation approach that incorporates fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary services.

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 at Global Diversified Investments in Yucaipa, CA, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Global Diversified Investments since 2011. Global Diversified Investments serves individual investors, high-net-worth clients, small businesses, and institutional organizations by providing financial planning, portfolio management, and investment and treasury management consulting. The firm employs a globally diversified asset-allocation framework with a medium- to long-term horizon and primarily offers non-discretionary advice, distinguished by its institutional treasury consulting services and publicly available market commentary.

Michael Bosman is the principal of Bosman Wealth Management, LLC, an independent advisory firm based in Redlands, CA, with 19 years of industry experience. He holds Series 65, 66, and 63 licenses and has previously worked at firms including LPL Financial, LLC and Teravista Capital Advisors, LLC. Outside of financial advising, Bosman is an adjunct professor at the University of Redlands and serves as a director for the Friends of the A.K. Smiley Public Library. Bosman Wealth Management provides fee-based investment advisory services to individuals, high-net-worth clients, and retirement plan sponsors. The firm employs a combination of fundamental and technical analysis and offers discretionary and non-discretionary portfolio management, ERISA 3(21) plan advisory services, and educational seminars, managing approximately $140.1 million in discretionary assets as of year-end 2025.

William Lindsey is a financial advisor with Lindsey Financial, Inc. in Redlands, CA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has led Lindsey Financial Group since 1998. Outside of his advisory role, Lindsey is involved in several business ventures including commercial farming through Miracle Acres Farm and operating mobile office rentals via Serenity Take Me Away LLC. Lindsey Financial, Inc. provides fee-based financial planning focused on individual and corporate clients, emphasizing tailored plans without managing investment accounts. The firm uses a structured five-step planning process and refers clients to third-party money managers for portfolio implementation.