Susan Landry

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.

Loren Kinczel is a financial advisor at Cultivate Financial Group LLC with 15 years of industry experience. He holds a Series 65 designation and has served in various roles, including positions with Scharf Investments, LLC and involvement with the University of California system. Kinczel is a trustee and Investment & Finance Committee Chair for the UC Santa Cruz Foundation and serves on the advisory boards of the University of California Observatories and the University of California Fiat Lux Alliance. Cultivate Financial Group LLC provides discretionary investment management, financial planning, and institutional consulting to individuals, families, trusts, and institutions, with a focus on charitable organizations and corporate clients. The firm employs a fundamental analysis-based investment process with strategies such as Core Growth and Capital Preservation, offering tailored portfolio management and outsourced chief investment officer services.

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.