Jessica Roth is a financial advisor with Copley Financial Group, Inc. She holds a Series 65 designation and has been with the firm since 2011. Her experience with the firm totals over a decade in the San Diego, CA area. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm employs model portfolios, sub-advisors, and co-advisor arrangements, combining discretionary and non-discretionary portfolio management along with educational seminars and regular account reviews.

Alan Bunce is a financial advisor at Copley Financial Group, Inc. in San Diego, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Charles Schwab and TD Ameritrade. Outside of his advisory role, he serves as Chief Operations Director at Heritage Tax & Insurance Services. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management using model portfolios, third-party money managers, and fee-based alternative investments.

Scott Zardenetta is a financial advisor with Copley Financial Group, Inc. in San Diego, CA. He holds a Series 63 and Series 66 designation and has four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual Wealth Management Company. Outside of advising, he works as a delivery driver for Door Dash. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management using model portfolios, third-party money managers, and fee-based alternative investments.

Philip Denstad is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior experience includes roles at Emerson Equity LLC and Heritage Tax & Insurance, where he has been involved in financial planning and insurance product recommendations. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm offers portfolio management through a combination of direct management, third-party money managers, and model-based programs, conducting regular account reviews and educational seminars.

Matthew Klein is a financial advisor with Copley Financial Group, Inc. in Uniondale, NY, holding five years of industry experience. In addition to his advisory role, he works as an insurance agent with Heritage Tax and Insurance and serves as a marketing consultant for Universal Consulting Group, focusing on mortgage lead generation. Copley Financial Group is a team-based registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm utilizes model portfolios, sub-advisors, and co-advisor arrangements, incorporating fee-based alternative investments and offering regular account reviews and educational workshops.

Matthew Copley is a financial advisor at Copley Financial Group, Inc. in San Diego, CA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Copley Financial Group since 2016. Outside of financial services, he is also the owner of a used car sales business, Copley Enterprises Inc. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm uses model portfolios, third-party sub-advisors, and co-advisor arrangements, combining discretionary and non-discretionary portfolio management with alternative investments and regular client account reviews.

Troy Robertson is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior work history includes roles at Emerson Equity LLC and Mondelez Global, Inc. He is also involved in activities related to estate planning and mortgage evaluation through Heritage Tax and Insurance, Inc. and Senior American Funding, Inc. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm employs a blend of model portfolios, third-party money managers, and fee-based alternative investments, offering both discretionary and non-discretionary portfolio management.

David Magee is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Copley Financial Group since 2018 and has prior experience with Magee Thomson Investment Partners, LLC. Magee is also active as an insurance agent providing financial planning and investment advice through Heritage Tax and Insurance Services, Inc. Copley Financial Group is a team-based registered investment adviser serving individuals, high-net-worth households, and pension/profit-sharing plans. The firm employs model portfolios, third-party money managers, and co-advisor arrangements, offering discretionary and non-discretionary portfolio management along with educational seminars and regular account reviews.

Kurt Carroll is a financial advisor with Copley Financial Group, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Marshall McGowan, and Marriott. Copley Financial Group is a team-based registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans. The firm employs model portfolios, sub-advisors, and co-advisor arrangements with third-party money managers and offers account reviews, educational seminars, and both discretionary and client-approved trading.

Kent Hulse is a ChFC® credentialed financial advisor with four years of experience at Copley Financial Group, Inc. He has prior experience with Emerson Equity LLC and has also worked in loan arrangement and tax planning roles at Senior American Funding, Inc. and Heritage Tax & Insurance. Copley Financial Group is a team-based registered investment adviser that provides portfolio management to individuals, high-net-worth households, and pension/profit-sharing plans through direct management, third-party money manager referrals, and model-based programs. The firm combines multiple investment approaches including model portfolios and alternative investments, offering discretionary or client-approved trading and educational seminars.