Jonathan Lubell

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.

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.

Michael Wunsch is a financial advisor at WealthDevs in Santa Cruz, CA, holding a Series 65 designation with five years of industry experience. Prior to joining WealthDevs in 2019, he worked at TrueCar from 2012 to 2018. WealthDevs provides investment management, comprehensive financial planning, and personal tax return preparation to individual and high-net-worth clients. The firm employs a passive investment approach with portfolios of index mutual funds and ETFs, complemented by fundamental and cyclical analysis for asset allocation and security selection, and integrates tax planning directly into its advisory services.

Robert Arne is a CFP® with 10 years of experience in financial planning and wealth management. He is the principal at Carpe Diem Financial Life Planning, an independent advisory firm he has led since 2020. Prior to this, he worked at DWR Wealth Management and Dunham Associates CPAs. In addition to his advisory role, Arne serves as an adjunct professor in the Financial Planning Program at Golden Gate University and operates an affiliated accounting and tax practice. Carpe Diem Financial Life Planning serves individuals, high-net-worth clients, and small businesses, providing comprehensive financial planning and nondiscretionary portfolio management. The firm integrates Modern Portfolio Theory with Austrian Economic Theory to offer long-term, globally diversified, and tax-efficient investment strategies.