Ian Edwards is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior service with Monterey One Water and the United States Air Force Reserve. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Sean Spowart is the principal of Cypress Coast Investments and has 7 years of industry experience. He is a licensed real estate broker and sole proprietor of a real estate brokerage business in California. Sean has managed Cypress Coast Investments since 1992. Cypress Coast Investments primarily manages pooled investment vehicles and other institutional assets, focusing on setting investment policy for those funds. The firm’s investment approach includes an hourly fee structure and an affiliation with a real estate brokerage, distinguishing it from many other institutional investment managers.