Phyllis Klein

Shane Boddington is the principal of Boddington Capital, LLC, a California-registered investment adviser. He holds a Series 65 designation and has experience working at Catalyst Private Wealth and Bank of Stockton. Outside of finance, he is a self-employed artist. Boddington Capital provides discretionary wealth management and financial planning services to individuals, families, trusts, estates, non-profits, and business entities. The firm creates tailored portfolios using a variety of investment strategies, including equities, fixed income, mutual funds, ETFs, REITs, options, and margin, combining quantitative and qualitative analysis with Modern Portfolio Theory and technical charting.

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 at Dotch Capital with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. In addition to his advisory role, he is an independently licensed insurance agent involved in insurance sales. Dotch Capital provides asset management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, estates, and employer-sponsored retirement plans. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, managing accounts on a non-discretionary basis that requires client approval before trading.

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 a financial advisor at McCann Investment Management LLC with over 31 years of industry experience. He holds a Series 63 designation and previously worked at Oneamerica Securities, Inc. for 20 years. Outside of his advisory role, he serves as Head Elder at Lodi English Oaks Church and is involved as CFO and controller at Evokelife, Inc., as well as heading the board of the Lodi Educational Endowment Foundation. McCann Investment Management LLC provides discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, charitable institutions, and employer-sponsored plans. The firm builds investment programs tailored to clients’ goals, time horizons, and risk tolerance, using a combination of fundamental, cyclical, technical, and charting analysis, and offers ERISA plan services including limited-scope fiduciary consulting.

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.