Kyle John Toledo

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 the sole advisor at Dotch Capital in Stockton, CA, holding a Series 66 designation with 12 years of industry experience. He previously worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. He is also an independently licensed insurance agent involved in insurance sales. Dotch Capital is an independent registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, and retirement plan advisory services, using a combination of fundamental and technical analysis along with modern portfolio theory to tailor diversified portfolios to client objectives.

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.

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.

Michael Lynch is a CFP® and PFS™ credentialed advisor with 17 years of industry experience. He is the owner of Michael P. Lynch Wealth Management, LLC, a firm he has led since 1999. In addition to his advisory role, he operates an accounting and tax services firm. Michael P. Lynch Wealth Management, LLC serves individuals and institutional clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm focuses on asset allocation and diversification through mutual funds and ETFs, offering discretionary management and financial planning with a long-term investment orientation.