Kent Stone is a financial advisor with Clutinger, Williams & Verhoye Inc in San Diego, CA, holding 23 years of industry experience. He has been with the firm since 2008. Clutinger, Williams & Verhoye primarily serves individual clients, including high-net-worth households, focusing on portfolio construction and ongoing monitoring. The firm emphasizes the use of individual stocks and bonds in portfolios and provides regular reporting and occasional financial planning at no extra charge.

Takaya Weckle is a CFA® charterholder affiliated with Clutinger, Williams & Verhoye Inc, with experience in the financial industry dating back to 2016. His prior roles include positions at Ascent Private Capital of US Bank, LPL Financial, and John Hancock Investment Management. Clutinger, Williams & Verhoye specializes in investment management for individual and high-net-worth clients, focusing primarily on constructing and monitoring portfolios composed mainly of individual stocks and bonds. The firm provides regular account reporting and an occasional financial planning service without additional fees.

Scott Williams is a CFP®, CFA®, and Series 63 credentialed financial advisor with 28 years of industry experience. He has been with Clutinger, Williams & Verhoye Inc in San Diego, CA since 1994. Clutinger, Williams & Verhoye provides continuous investment management primarily for individual clients, including high-net-worth households, focusing on portfolio construction and ongoing monitoring. The firm utilizes individual stocks and bonds rather than pooled investment vehicles and offers monthly statements along with a quarterly Economic and Market Outlook.