Cheyzel De Leon is a financial advisor at Investment Management Solutions, Inc. with a Series 65 credential and one year of industry experience. Prior to joining the firm, De Leon worked in audit and assurance at EDC, CPA Audit & Assurance Co and was self-employed for three years. Investment Management Solutions, Inc. serves individuals, businesses, charities, and retirement plans by recommending and monitoring third-party investment advisers and providing non-fiduciary retirement plan consulting. The firm operates primarily as a co-advisor, conducting due diligence on model portfolio managers and overseeing performance while third-party advisers handle portfolio management and trading.

Cathlyn Jade Junio is a financial advisor at Investment Management Solutions, Inc. with one year of industry experience. She holds a Series 65 credential and has previously worked in educational roles at La Crescent High School, La Sierra University, and Loma Linda University. Investment Management Solutions, Inc. serves individual clients, business entities, charities, and retirement plans by recommending and monitoring third-party investment advisers and providing non-fiduciary retirement plan consulting. The firm operates primarily as a co-advisor, conducting due diligence on third-party model portfolio managers and monitoring performance while the third-party adviser manages portfolio execution.