Jerry Lopez

Peter Mu is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Wealth Cairn, LLC. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. He is also licensed to sell insurance products as part of his professional activities. Wealth Cairn provides advisory services to institutional and individual clients, specializing in portfolio management, pension consulting, and financial planning. The firm employs a long-term investment approach grounded in modern portfolio theory and often implements strategies through third-party managers with ongoing due diligence.

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.

James Ward is a CFP® and holds a Series 66 license with four years of experience in financial advising. He is the principal of J Ward Financial, an independent firm based in Morgan Hill, CA. In addition to his financial advisory work, Ward is an attorney specializing in estate planning and elder law and owns businesses in real estate and insurance. J Ward Financial provides discretionary investment management and financial planning primarily to high-net-worth individuals, families, and their trusts. The firm’s investment approach emphasizes asset allocation based on a comprehensive risk analysis and employs third-party platforms and advisers to manage client portfolios.

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.