Marshal Champlin is a Series 66-licensed financial advisor with MMA Asset Management LLC, based in San Diego, CA, and has two years of industry experience. Prior to joining MMA Asset Management, he worked at Marsh McLennan Agency, MMA Securities LLC, and Edward Jones. His background includes non-investment business activities supporting MMA’s insurance services. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, employer-sponsored retirement plans, corporations, foundations, endowments, and charities. The firm employs a diverse investment approach that includes fundamental, technical, and charting analysis, using a range of securities and third-party models, and benefits from its affiliation with Marsh & McLennan Agency and related entities.

Kevin Bowler is a financial advisor at MMA Asset Management LLC in San Diego, CA, with 18 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at MMA Asset Management since 2026, with prior roles at MMA Securities, Marsh & McLennan Agency, SagePoint Financial, Barney and Barney, Mass Mutual Investors Services, and Ameriprise. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, including high-net-worth clients, retirement plans, corporations, foundations, endowments, and charities. The firm uses a range of investment strategies including equities, fixed income, mutual funds, and ETFs, supported by fundamental, technical, and charting analysis, along with third-party model and manager programs.