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.

Wei Shao is a CFA® charterholder and principal of Consonance Wealth Management in Los Gatos, California, with nine years of industry experience. She has been with Consonance Wealth Management since 2016 and is also a licensed insurance agent in California, conducting insurance sales activities separately as a sole proprietor. Consonance Wealth Management provides discretionary investment management and financial consultation services to individuals, families, high-net-worth clients, trusts, and small businesses. The firm emphasizes diversified, low-cost, tax-aware portfolios and integrated retirement and financial planning, managing a concentrated client base primarily on a discretionary basis.

Robert Gaukel is a financial advisor at Newhouse Integrated Financial Advisors LLC with one year of industry experience. He holds a Series 65 credential and also works as a Certified Public Accountant providing tax preparation and strategy services for individuals, as well as a real estate agent involved in property management and buyer/seller transactions. Prior to his current role, he was affiliated with Newhouse and has experience outside finance with Verve Coffee Roasters and Mountain Bikers of Santa Cruz. Newhouse Integrated Financial Advisors LLC offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis with modern portfolio theory, managing a concentrated book of accounts that may include mutual funds, ETFs, equities, fixed income, and occasionally venture capital or private placements.

Kristen Marinovic is a financial advisor at Equinox Wealth Management in Santa Cruz, CA, with 27 years of industry experience. She holds a Series 63 designation and previously worked at Integral Investment Advisors, Inc. from 2010 to 2019 before joining Equinox in 2018. Equinox Wealth Management provides investment management and financial planning services to individuals, families, businesses, foundations, and retirement plans. The firm emphasizes customized, diversified portfolios based on modern portfolio theory and serves a notable client segment of pension and profit-sharing retirement plans, operating as a fiduciary under ERISA/IRC standards.

Jennipher Lommen is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Wildflower Financial LLC since 2017 and was previously with Natural Bridges Financial Advisors from 2014 to 2017. Wildflower Financial provides comprehensive financial life planning and investment management for individuals and families, including higher-net-worth clients. The firm uses a passive, globally diversified investment approach with low-cost index funds and ETFs, emphasizes tax efficiency, and operates primarily on a non-discretionary basis with fee-only subscription/retainer pricing.

Richard Rifredi is a financial advisor at Los Gatos Financial LLC in Los Gatos, California. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, he worked at Get Smart Labs and operated as a sole proprietor. Los Gatos Financial LLC provides financial planning, education, portfolio analysis, and ongoing planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes tailored guidance through a planning-driven approach and does not manage or custody client assets.

Daniel Mc Court is a financial advisor at Financial Planning Associates with Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Financial Planning Associates since 1985 and previously operated Surf City Coffee Co., Inc. for 17 years. Mc Court is also a practicing Enrolled Agent, offering tax preparation and advice as part of a separate business. Financial Planning Associates provides financial planning and referral services to individual and small business clients, focusing on developing client Risk Profiles and recommending third-party investment managers rather than managing assets directly.

Jane Kelley is a CFP® professional with 43 years of experience in financial advising. She operates her own firm, Jane C. Kelley, and has held prior roles at Royal Alliance and OSAIC Wealth. Her work includes providing personal financial planning consultations through a sole proprietorship. Jane C. Kelley offers financial planning and consulting services to individuals, small-business owners, and heirs on an hourly, non-discretionary basis. The firm focuses on long-term planning with an emphasis on cash management, tax, retirement, education funding, and estate planning.

Stephen Rice is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Rice Financial Consulting, Inc. since 2003. Rice serves on the board and as treasurer of the Los Gatos Monte Sereno Police Foundation, a 501(c)(3) charitable organization supporting local police equipment and training. Rice Financial Consulting, Inc. provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a referral and manager-selection model, overseeing approximately $230.7 million for about 336 clients through a five-adviser team, and emphasizes long-term strategies within a fiduciary framework while working primarily on a non-discretionary basis.

Cynthia Flannigan is a CFP® professional with seven years of industry experience. She has worked at MainStreet Financial Planning, Inc. since 2018 and previously spent six years at Evercore Wealth Management. MainStreet Financial Planning serves individuals, couples, families, business owners, and non-profit organizations, offering fee-only financial planning and investment consultation. The firm emphasizes a long-term, low-cost, passive investment approach focused on asset allocation and tax efficiency, providing non-discretionary advice through structured planning packages and educational resources.

Dorothy Hundrieser is a financial advisor with Rice Financial Consulting, Inc. in Los Gatos, CA, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been with Rice Financial Consulting since 2014. Outside of her advisory role, she performs bookkeeping for a dentist on a limited basis. Rice Financial Consulting, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a manager-selection and supervisory approach, working with third-party advisers and emphasizing long-term investment strategies without directly managing client portfolios.

Janelle Hansen is a financial advisor with Rice Financial Consulting, Inc. in Los Gatos, CA, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at the University of California Natural Reserve System and University of California Santa Cruz. Rice Financial Consulting, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $230.7 million across about 336 clients with a five-adviser team. The firm focuses on manager-selection and supervisory services, operating primarily on a non-discretionary basis and directing clients to third-party managers while performing due diligence and ongoing supervisory reviews.

Anthony Caruso is a financial advisor at Caruso Family Financial Advisors (CFFA) LLC in San Jose, CA, with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Lightpath Capital, Inc. and Whitehall-Parker Securities, Inc. since 2019. Caruso serves as CEO and Chief Compliance Officer of CFFA. Caruso Family Financial Advisors provides portfolio management and pension consulting services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $15.4 million across 50 client accounts, employing a mix of fundamental, quantitative, technical, and modern portfolio theory analyses with discretionary management and monthly reviews.

Maria Yates is a financial advisor at Rice Financial Consulting, Inc. in Los Gatos, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Rice Financial Consulting, she worked at Stephen Silver Fine Jewelry Company and a children's pre-school. Rice Financial Consulting, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a manager-selection and supervisory approach, working with third-party advisers and employing a non-discretionary investment framework based on modern portfolio theory.

Rebecca Contin is a CFP® with 13 years of industry experience, currently serving as an advisor at East Rock Financial Services, LLC since 2013. She holds the Series 63 designation and is based in Santa Cruz, CA. Outside of financial advising, she is a director at Contin Seeds, a hybrid seed development company. East Rock Financial Services provides investment management and financial planning primarily to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes asset allocation, diversification, and comprehensive financial planning, dedicating significant time to insurance, estate planning, budgeting, and tax management through fixed-fee planning engagements.