Timothy Wayne Wheeler

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.

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.

Nathan Williamson is a financial advisor with Waystone Advisors LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at New York Life Insurance Company and Findec Wealth Services, Inc. He is also a licensed insurance agent in Washington. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses, using a customized, fiduciary approach that emphasizes strategic asset allocation and long-term investment horizons.