Ashley Hamman is a CFP® with four years of industry experience, currently serving at Bridgeview Capital Advisors, Inc. She previously worked at Charles Schwab and Charles Schwab Bank. Her background includes roles at the UC Davis Community Service Resource Center and the University of California, Davis. Bridgeview Capital Advisors, Inc. provides investment advisory, financial planning, tax planning, and pension consulting services to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs fundamental and technical analysis with broad asset-allocation strategies, managing both discretionary and non-discretionary client assets.

David Waldrop is a CFP® with 24 years of industry experience and has been with Bridgeview Capital Advisors, Inc. since 2005. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, dedicating limited time to insurance services through Bridgeview Insurance Services. Bridgeview Capital Advisors, Inc. provides investment advisory, financial planning, tax planning, and pension consulting to individuals, high-net-worth clients, and corporate plans. The firm employs fundamental and technical analysis with broad asset-allocation strategies, managing over $122 million in client assets through both discretionary and non-discretionary approaches.