David James Ivan

David Jackson is a financial advisor with Silverback Financial in Valley Springs, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He founded Silverback Financial in 2018 after seven years with Integral Investment Advisors. Silverback Financial provides portfolio management and financial advice to individuals, families, business owners, and various entities, offering both discretionary and non-discretionary management. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and technical charting to tailor asset allocations and investment strategies to client goals.

Ryan Shortridge is a financial advisor at APS Investment Management Group with 21 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2005. In addition to his advisory role, he is involved in the sale of non-variable insurance. APS Investment Management Group offers investment advisory services to individual and corporate clients, managing discretionary assets through a wrap fee program and providing pension consulting. The firm employs a combination of fundamental and technical analysis with varied investment strategies and serves a large client base with a two-advisor team.

Kevin Kraft is a financial advisor with APS Investment Management Group and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including 14 years at LPL Financial and 16 years with APS Associates. Outside of his advisory work, he is involved in fixed insurance products such as term, universal, whole life, disability income, and long-term care insurance. APS Investment Management Group serves individual and corporate clients, including high-net-worth individuals and employer plan sponsors, offering portfolio management through a firm-sponsored wrap fee program and pension consulting services. The firm manages approximately $171.5 million in discretionary assets across about 550 client relationships, utilizing a combination of fundamental and technical analysis with accounts reviewed at least quarterly.

Ronald Roberts is a financial advisor with Wealthcare Asset Management, LLC and holds 4 years of industry experience. He has also operated the Roberts Retirement Group since 1990, focusing on insurance sales and services. Wealthcare Asset Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm emphasizes a technical and market-timing investment approach with a disciplined sell-side strategy that includes use of ETFs, stocks, bonds, mutual funds, options, and derivatives.

Drew Mc Curdy is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Aspen Creek Financial and Appreciation Financial. Outside of financial advising, he serves as an operations manager in the transportation industry. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations. The firm employs a core investment approach that combines exchange-traded options with conservative income-producing assets to manage risk and pursue market appreciation, and it offers specialized services including sub-advisory roles and management of a pooled investment vehicle focused on permanent life insurance policies.

Jaime Dowell is a Series 65-licensed financial advisor with Commonwealth Financial Network, based in Murphys, CA. Dowell has experience in the wine industry and farming, having worked at several wineries and owning a farming business, The Wild Harbor. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio construction, investment management, and practice management services.