Timothy Kay is a financial advisor with Investment Managers Group, LLC in Temecula, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Investment Managers Group since 2012. Outside of his advisory role, he is also involved in the sales and service of fixed life insurance and annuity contracts as an insurance agent. Investment Managers Group, LLC provides advisory services to individual and high-net-worth clients through comprehensive portfolio management and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis, offering tailored investment strategies ranging from long-term buy-and-hold to shorter-term trading, with clients retaining final trading authority.

Allen Kay is a Series 66-registered advisor with Investment Managers Group, LLC, based in Temecula, CA. He has 21 years of industry experience and has been with Investment Managers Group since 2012. Investment Managers Group, LLC provides advisory services to individual and high-net-worth clients through portfolio management and financial planning, employing fundamental, technical, and cyclical analysis. The firm manages approximately $110 million on a non-discretionary basis and offers tailored investment strategies ranging from long-term buy-and-hold to shorter-term trading.