Arkenstone Financial, LLC

Laine Rinker is a CFP® professional with 18 years of industry experience, currently serving at Arkenstone Financial, LLC since 2011. She also operates Rinker Financial, a mortgage business providing first and second trust deed loans. Arkenstone Financial, LLC serves individual clients, including high-net-worth households, and employer retirement plans by offering asset management, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and utilizes a discretionary investment approach tailored to client objectives through a mix of investment vehicles.

Shayne Momber is a financial advisor at Arkenstone Financial, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with Arkenstone Financial since 2014. Arkenstone Financial, LLC serves individual clients, including high-net-worth households, and employer retirement plans by providing asset management through a wrap-fee program, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and uses a discretionary investment management approach combining asset allocation with fundamental and technical analysis across various investment vehicles.

Paul Lundeen is a financial advisor with Arkenstone Financial, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been associated with Arkenstone Financial since 2001 and has held roles at Oleander Indio Commerce Center and Thermal Airport Commerce, LLC. Outside of his advisory work, Lundeen serves as chairman of Alpine Freedom, LLC, a real estate holdings company. Arkenstone Financial serves individual clients, including high-net-worth households, and employer retirement plans by providing asset management, financial planning, and retirement plan consulting. The firm manages approximately $97 million in assets and employs a discretionary investment approach combining asset allocation with fundamental and technical analysis using a variety of investment vehicles.

Morgan Gough is a financial advisor at Stonemark Wealth Management with 21 years of industry experience. He holds a Series 63 designation and has worked at Arkenstone Financial, LLC since 2012 and Wespac Advisors Socal, LLC since 2011. Stonemark Wealth Management provides discretionary investment management, financial planning, and limited consulting services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and retirement plan participants. The firm employs a combination of fundamental and technical analysis and utilizes strategies including covered-call and put-writing option strategies, managing accounts on a discretionary basis tailored to client objectives and risk tolerance.