Ashley Hamman is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Bridgeview Capital Advisors, Inc. since 2025 and previously spent four years at Charles Schwab. Prior to her advisory career, she was involved with the UC Davis Community Service Resource Center and the University of California, Davis. Bridgeview Capital Advisors provides investment advisory, financial planning, tax planning, and pension consulting services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers portfolio management and plan fiduciary services, utilizing fundamental and technical analysis alongside broad asset allocation and periodic rebalancing.

David Waldrop is a CFP® with 24 years of experience in the financial industry. He has been with Bridgeview Capital Advisors, Inc. in El Dorado Hills, CA since 2005. Additionally, he holds a license as an insurance agent, a role he maintains alongside his advisory practice. Bridgeview Capital Advisors provides investment advisory, financial planning, tax planning, and pension consulting services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages accounts on both discretionary and non-discretionary bases, employing fundamental and technical analysis, broad asset allocation through mutual funds, and periodic rebalancing.