Jess Foster Carkner

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 Hanson is the principal advisor at James P. Hanson Accountancy Corporation in Los Gatos, CA, with 32 years of industry experience. He holds the PFS™ and Series 63 designations and has operated his own accountancy corporation since 1975. In addition to financial advising, he is a CPA and provides accounting, tax preparation, and planning services. James P. Hanson Accountancy Corporation offers investment advisory services integrated with tax and accounting consultations. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, providing tailored investment recommendations primarily involving publicly traded no-load mutual funds and stocks.

Sathish Veeraraghavan is a CFA® charterholder and principal advisor at First Principles Investment Management LLC with four years of industry experience. He previously worked at First Republic Investment Management Inc. and Loring Ward Holdings. Outside of advisory work, he serves as a head learning facilitator for UC Berkeley Executive Education and as a business development officer for MetroMapper LLC. First Principles Investment Management is an independent advisory firm serving individual clients through discretionary asset management and financial planning. The firm employs fundamental analysis and customized asset allocation, offering personalized investment strategies and periodic account reviews.

Renee Snow is a Certified Financial Planner (CFP®) with 30 years of industry experience. She is the owner of ASL Financial, LLC, an independent registered investment adviser based in Los Gatos, CA. Prior to founding ASL Financial, she worked at SagePoint Financial, Inc. and OsaiC Wealth, Inc. In addition to her advisory role, she teaches courses in transpersonal leadership and research methods at Sofia University. ASL Financial, LLC serves individuals, corporations, and pension or profit-sharing plans by providing portfolio management, financial planning, and consulting services. The firm employs a technology-driven approach using the VISION2020 Advisor Managed Portfolios platform and acts as a sponsor of a wrap fee program, which is notable among independent advisers.

Loren Kinczel is a financial advisor at Cultivate Financial Group LLC with 16 years of industry experience. He holds a Series 65 designation and has held various roles including involvement with Scharf Investments, LLC. Kinczel serves as a trustee and chair of the Investment & Finance Committee for the UC Santa Cruz Foundation and holds board positions with the University of California Observatories Director's Advisory and the University of California Fiat Lux Alliance. Cultivate Financial Group LLC offers discretionary investment management, wealth and financial planning, and institutional consulting to individuals, families, trusts, and institutional clients, including charitable organizations and corporate/business clients. The firm employs a fundamental analysis-based investment process with defined strategies such as Core Growth, Tactical Growth, Hedged Growth, and Capital Preservation, incorporating options, derivatives, and risk monitoring methods tailored for its diverse client base.

Edward Rodden is the sole advisor at Disciplined Growth Capital, LLC, an independent firm based in Aptos, CA. He holds Series 63 and Series 65 registrations and has 21 years of industry experience. Rodden previously worked at Charles Schwab and 3 Factor Indexing, and he 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 and risk tolerance. The firm employs a combination of fundamental analysis and modern portfolio theory with a long-term trading focus, offering diversified portfolios across multiple asset classes.