Casey Watt Knowles

Shane Boddington is the sole advisor at Boddington Capital, LLC in Stockton, CA. He holds a Series 65 designation and has one year of experience at Boddington Capital, following roles at Catalyst Private Wealth and Bank of Stockton. Outside of his advisory work, he is a self-employed artist. Boddington Capital provides discretionary wealth management, portfolio management, financial planning, and consulting services for individuals, families, and business owners. The firm combines quantitative and qualitative analysis, using a broad range of investment instruments to tailor portfolios based on client goals.

Lee Robinson is a Certified Financial Planner™ with eight years of industry experience. He has operated Lee R. Robinson & Associates in Stockton, CA since 2011. The firm provides comprehensive financial planning and portfolio management primarily to individual clients and retirement plans. It uses a quantitative investment approach based on Modern Portfolio Theory and manages assets on a non-discretionary basis, requiring client approval before executing transactions.

Norman Dotch is a financial advisor with Dotch Capital, holding a Series 66 designation and 11 years of industry experience. He previously worked at New York Life and its affiliated entities from 2013 to 2020 before founding Dotch Capital in 2017. Outside of his advisory role, he is an independently licensed insurance agent involved in insurance sales. Dotch Capital is an independent registered investment adviser that serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental and technical analysis with modern portfolio theory to create diversified, tailored portfolios and provides asset management on a non-discretionary basis alongside financial planning and retirement plan consulting.

Albert Locy is the sole advisor at AL Locy Financial Services LLC in Lodi, CA, holding a Series 63 designation with three years of industry experience. He has operated AL Locy Financial Services since 1989. Outside of advising, he provides tax preparation services. AL Locy Financial Services LLC offers discretionary asset and portfolio management to individuals, high-net-worth clients, families, trusts, estates, and charitable institutions. The firm customizes investment strategies based on client goals and allows written investment restrictions without imposing formal account minimums.

John Mccann is the sole advisor at McCann Investment Management, LLC in Lodi, CA, with 32 years of industry experience and a Series 63 designation. His prior work includes two decades at OneAmerica Securities, Inc., and he currently holds roles as head elder at Lodi English Oaks Church and CFO/controller at Evokelife, Inc. He also serves as head of the board for the Lodi Educational Endowment Foundation and as an adjunct professor at Yosemite Community College District. McCann Investment Management, LLC is an independent, single-advisor firm managing approximately $8.3 million for about 113 clients. The firm provides discretionary asset management and financial planning services for individuals, institutions, and retirement plans, with a focus on customized asset allocation, regular portfolio oversight, and ERISA plan advisory services.

Steven Spurgeon is the principal advisor at Spurgeon Financial Group in Stockton, CA, where he has worked since 1992. He has seven years of industry experience and holds a role as a registered investment advisor. In addition to his advisory work, he is involved in selling equity indexed annuities through a separate business activity. Spurgeon Financial Group provides financial planning and portfolio management primarily to individual clients, including many high-net-worth households, as well as businesses, charities, and small pension plans. The firm manages approximately $37.8 million in assets and employs a conservative, low-turnover investment approach with a focus on fundamental analysis and tailored client consultations.