Jacklyn Lynch is a CFP® professional with 18 years of industry experience. She is currently affiliated with PlanMember Securities Corporation and Chapman Financial and operates Guideship LLC, a business involved in tax and investment activities. Her prior experience includes roles at LPL Financial and Ameriprise Financial Services Inc. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Erika Borman is a financial advisor with Planmember Securities Corporation in Reno, NV, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has worked at Planmember Securities since 2008 and is also involved with Chapman Financial Group, where she provides insurance services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and providing participant-level investment options through asset allocation portfolios. The firm employs a strategic asset allocation investment process and delivers education and support services to plan sponsors and participants.