R.M. Duncan Capital Management Corporation

Randall Duncan is a financial advisor at R.M. Duncan Capital Management Corporation with 46 years of industry experience. He has been associated with R.M. Duncan Securities, Inc. since 1990. Outside of his advisory work, he owns a law practice and is involved in agricultural activities through a hay-growing farm. R.M. Duncan Capital Management Corporation provides discretionary portfolio management to individuals, trusts, estates, limited partnerships, corporations, and other entities, managing a small client base with approximately $12.7 million in regulatory assets. The firm employs a variety of investment strategies, including charting, cyclical, fundamental and technical analysis, and option strategies, with accounts managed on a discretionary basis subject to client-imposed restrictions.

Jose Portillo is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including R H Investment Corporation, Inc. and R M Duncan Capital Management. Outside of his advisory role, he serves as CFO for R M Duncan Securities and R M Duncan Capital Management, handling financial reporting and compliance tasks. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement consulting. The firm utilizes a combination of fundamental and technical analysis to manage primarily discretionary portfolios and evaluates third-party managers for specific asset classes.