Reed Montgomery is a financial advisor at PlanMember Securities Corporation with 26 years of industry experience. He holds a Series 63 designation and has worked with firms including Highmark Administration and Consulting, Ca Tax Team, and his own Montgomery Financial & Insurance Services, which he owns. Montgomery also provides tax preparation services through Ca Tax Team. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and provides education and support services for plan sponsors and participants.

Joseph Jaramillo is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at PlanMember Securities Corporation and operated Jaramillo Financial & Insurance Services, where he serves as Vice President and financial advisor. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering investment options through asset allocation portfolios. The firm uses a strategic asset allocation approach with risk-based mutual fund portfolios and supports plan sponsors and participants through education and personalized planning.