Lisa Lee

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 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.

Michael Bosman is the principal of Bosman Wealth Management, LLC, an independent advisory firm based in Redlands, California, with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has a background that includes roles at LPL Financial and as an adjunct professor at the University of Redlands. Bosman also serves as a director of the Friends of the A.K. Smiley Public Library and is a managing member of Empire Management SoCal, a property management company. Bosman Wealth Management provides fee-based investment advisory services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm employs a blend of fundamental and technical analysis to tailor investment programs and offers services such as ERISA 3(21) fiduciary support, pension consulting, and no-fee educational seminars.

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.