Timothy Wheeler

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.

Paolo Marchetti is a financial advisor with 23 years of industry experience, currently serving as the sole advisor at 401K Engineers Inc. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research, Inc. from 2015 to 2020. Outside of his advisory role, he owns an S-corporation providing fiduciary services under ERISA Section 3(16). 401K Engineers Inc. offers portfolio management to individual investors and advisory services to retirement plan sponsors, including pension and profit-sharing plans, as well as charitable organizations. The firm focuses on customized investment policies and long-term strategies, integrating pension consulting and coordination with estate-planning attorneys.

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.

Christopher Fahey is a financial advisor at King Financial with a Series 65 designation. He has experience at King Financial since 2024 and has held roles at Tim Wheeler Accountancy Corporation and Gravity Picks Inc. Outside of finance, he previously worked in the entertainment industry with Elite DJ. King Financial serves individuals, high-net-worth clients, and business entities by providing portfolio management, financial planning, and specialized real estate advisory services. The firm uses a long-term, modern-portfolio-theory approach and offers tailored investment strategies including 1031 exchange and Qualified Opportunity Zone consulting.