William Becker is a financial advisor at DeDora Capital, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at DeDora Capital since 2015, alongside a concurrent role at Wells Fargo Advisors Financial Network, LLC since 2012. DeDora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, retirement plan consulting, multi-family office corporate consulting, and sub-advisory services. The firm’s investment approach combines fundamental and technical analysis within an asset-allocation framework, incorporating active risk management and offering tailored options such as socially responsible investing and fossil-fuel divestment.

Mark Hill is a CFP® professional with 20 years of industry experience, currently serving at Dedora Capital, Inc. since 2015. He is also the president and sole proprietor of Fire Penguin Publishing, a music publishing company focused on promoting and managing royalties for his own musical recordings. Dedora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting services. The firm employs a blend of fundamental and technical analysis within an asset-allocation framework and offers tailored investment options, including socially responsible investing and fossil-fuel divestment.

Terri Cavagnaro is a Series 65-licensed advisor at DeDora Capital, Inc. in Napa, California, where she has worked since 2006. She is part of a five-advisor team at the firm. DeDora Capital provides investment advisory and financial planning services to individuals, high-net-worth and ultra-high-net-worth clients, employer-sponsored retirement plans, and brokerage customers. The firm employs a combination of fundamental and technical analysis, strategic asset allocation, and active tactical risk management, offering services that include portfolio management, written financial plans, and multi-family-office style UHNW solutions.

Sharon Khan is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Dedora Capital, Inc. since 2022 and previously held roles at Montgomery Taylor Wealth Management and Deloitte. Dedora Capital, Inc. provides investment advisory and financial planning services to individual, high-net-worth, and ultra-high-net-worth clients, as well as employer-sponsored retirement plans and brokerage customers. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, active risk management, and regular portfolio reviews.

Shivani Patel is a financial advisor at DeDora Capital, Inc. in Napa, California, holding a Series 65 designation with two years of experience. Prior to joining DeDora Capital, she worked at Morgan, Lewis & Bockius LLP and Strategic Exit Advisors. DeDora Capital provides investment advisory and financial planning services to individuals, high-net-worth and ultra-high-net-worth clients, employer-sponsored retirement plans, and brokerage customers. The firm employs a combination of fundamental and technical analysis, strategic asset allocation, active risk management, and quarterly reviews, offering services that include comprehensive portfolio management and multi-family-office style UHNW solutions.

Paul Dedora is a CFP® with 28 years of industry experience. He is currently with Dedora Capital, Inc., where he has worked since 2015, including a period at Purshe Kaplan Sterling Investments from 2015 to 2021. Dedora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting services. The firm combines fundamental and technical analysis within an asset-allocation framework and offers tailored options such as socially responsible investing and fossil-fuel divestment.