Ivor Thomas

Bruce Stamper is the principal of Stamper Capital & Investments, Inc. in Capitola, CA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Stamper Capital & Investments since 1995. Stamper Capital & Investments specializes in investment supervisory services focused exclusively on municipal bond accounts for high-tax-bracket individual investors and institutional clients. The firm employs a proprietary investment process that combines fundamental, technical, and cyclical analysis with a value-contrarian approach.

Sathish Veeraraghavan is a CFA® charterholder and principal at First Principles Investment Management LLC with three years of industry experience. He has prior experience at First Republic Investment Management Inc. and has held roles in business development and education, including positions at MetroMapper LLC and UC Berkeley Executive Education. Outside of his advisory role, he serves as Head Learning Facilitator at UC Berkeley Executive Education and is involved in business development with MetroMapper LLC. First Principles Investment Management LLC is an independent registered investment adviser serving individual clients through discretionary asset management and financial planning. The firm focuses on fundamental analysis and customized asset allocation, offering performance-based fee arrangements and regular portfolio reviews.

Loren Kinczel is a financial advisor at Cultivate Financial Group LLC with 15 years of industry experience. He holds a Series 65 designation and has served in various roles, including positions with Scharf Investments, LLC and involvement with the University of California system. Kinczel is a trustee and Investment & Finance Committee Chair for the UC Santa Cruz Foundation and serves on the advisory boards of the University of California Observatories and the University of California Fiat Lux Alliance. Cultivate Financial Group LLC provides discretionary investment management, financial planning, and institutional consulting to individuals, families, trusts, and institutions, with a focus on charitable organizations and corporate clients. The firm employs a fundamental analysis-based investment process with strategies such as Core Growth and Capital Preservation, offering tailored portfolio management and outsourced chief investment officer services.

Edward Rodden is a financial advisor at Disciplined Growth Capital, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Central Coast Partners, 3 Factor Indexing, and Silicon Valley Consulting. Rodden is also the owner of Central Coast Partners, a business consulting firm. Disciplined Growth Capital provides ongoing portfolio management primarily to individuals and high-net-worth clients, tailoring Investment Policy Statements to client goals, time horizon, and risk tolerance. The firm uses a combination of fundamental analysis and modern portfolio theory with a long-term trading orientation across a variety of asset classes.

Filiep Sackx is a financial advisor at Kensington Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kensington Securities since 2007. In addition to his advisory role, he serves as president and insurance agent at Kensington Financial Group, Inc., where he spends a significant portion of his time. Kensington Securities, LLC offers personalized financial planning and discretionary investment management to individuals, trusts, small businesses, and charitable organizations. The firm customizes investment strategies based on client objectives and employs fundamental, technical, and cyclical analysis, providing quarterly account reviews and ongoing monitoring.

Mercy Tanudjojo is a financial advisor at FullGuards Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 25 years. Mercy has been with FullGuards Financial since 2023. FullGuards Financial provides advisory services to individuals, qualified retirement plans, and nonprofit entities, offering financial planning, investment supervisory services, and retirement plan consulting. The firm uses asset allocation models based on Modern Portfolio Theory and employs fundamental, technical, and cyclical analysis across a range of risk profiles, allowing clients to set investment constraints and choose discretionary or non-discretionary arrangements.