K2 Financial Inc.

Kevin Kurimoto is a CFP® and CFA® with 23 years of industry experience. He is a co-owner and Chief Investment Officer at K2 Financial Inc., where he has worked since 2019. His prior experience includes 11 years at Legend Equities Corporation and nine years at Lincoln Investment. Outside of his advisory role, Kurimoto serves as Treasurer and board member of the Glendora Public Library Friends Foundation, where he reviews investment recommendations for the foundation’s endowment. K2 Financial provides wealth and investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach is primarily long-term and tailored to each client, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers.

Allison Kapadia is a financial advisor with K2 Financial Inc. in Glendora, CA, holding a Series 66 designation and eight years of industry experience. She has worked at K2 Financial since 2019 and has prior experience with Lincoln Investment and Legend Advisory, LLC. Outside of advisory duties, she manages an affiliated tax-preparation firm and prepares tax returns for clients. K2 Financial provides discretionary and non-discretionary wealth and investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, tailored investment approach using mutual funds, ETFs, individual securities, and options.

Travis Bettfreund is a financial advisor at K2 Financial Inc. in Glendora, CA, holding a Series 66 designation with eight years of industry experience. His career includes five years at Merrill Lynch, Pierce, Fenner & Smith Incorporated and eleven years at The Walt Disney Company prior to entering the financial sector. Bettfreund is also a co-owner and director of K2 Financial and holds ownership interests in affiliated businesses related to insurance and the parent company of K2 Financial. K2 Financial provides wealth and investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, tailored investment approach using a range of investment vehicles and offers discretionary and non-discretionary services with approximately $161.9 million in assets under management.

Rene Rodriguez is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Legend Group before joining Lincoln Investment and K2 Financial Inc. Outside of his advisory work, he is the owner of a website for music enthusiasts and is active as an artist. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other investment advisers, offering a range of financial planning, custom portfolios, model portfolios, and third-party manager access.

Matthew Phillips is a CFP® professional with nine years of experience in financial advisory services. He is associated with Lincoln Investment and also serves as an Investment Adviser Representative at K2 Financial. His background includes roles at Legend Advisory LLC and Waddell & Reed Inc., as well as work in the rideshare industry with LYFT and UBER. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves a diverse client base including individuals, employers, retirement plan participants, and charitable organizations, offering financial planning, custom and model portfolios, and access to third-party managers through both discretionary and non-discretionary account services.

Kyle Douthit is a financial advisor at K2 Financial Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment and several other firms prior to joining K2 Financial. Outside of his advisory role, Kyle creates and edits video content for JMK Ride, a skating brand. K2 Financial provides wealth and investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, tailored investment approach using mutual funds, ETFs, individual securities, and third-party managers.

Omar Velasco is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at AAA Life Insurance Company and Freeway Insurance Services and has managed a vending machine service business for over a decade. Outside of his advisory role, Velasco is the managing member of a residential real estate investment company involved in property acquisition and renovation. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with nearly 900 advisors and $18.9 billion in assets under management. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers through a mix of financial planning, custom portfolios, model portfolios, and access to third-party managers.

Jacob Gorman is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Lincoln Investment. His prior roles include positions at Fidelity Investments, Bank of America, Merrill, and K2 Financial. Outside of his advisory work, he serves as treasurer for the Rotary Club of Glendora, managing financial reporting and processing donations for the nonprofit. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, and corporations, providing a range of financial planning and investment management services through both advisor-managed and programmatic strategies.