James Mcbride is a CFP® professional with 28 years of industry experience, currently serving as an advisor at The McBride Group. He has worked with Community First Credit Union from 2015 to 2017 and has been with The McBride Group since 2009. The McBride Group advises individuals, trusts, pension and profit-sharing plans, and financial institutions, providing investment management, financial planning, adviser selection, and institutional consulting. The firm predominantly uses non-discretionary management and combines fundamental and cyclical analysis with modern portfolio theory to serve its clients.

Wesley Mc Bride is a CFP® professional with one year of industry experience at The McBride Group. He has been associated with The McBride Group since 2015 and also has a long-term career with The Permanente Medical Group. The McBride Group serves individuals, trusts, pension and profit-sharing plans, and financial institutions by offering investment management, financial planning, adviser selection and oversight, and institutional consulting. The firm primarily employs a non-discretionary management style and combines fundamental and cyclical analysis with modern portfolio theory and periodic rebalancing.

Brett Daniel is a CFP® affiliated with The McBride Group and has been with the firm since 2024. He has 28 years of experience working with the Windsor Unified School District. The McBride Group advises individuals, trusts, pension and profit-sharing plans, and financial institutions, offering investment management, financial planning, third-party adviser selection and oversight, and institutional consulting. The firm primarily uses a non-discretionary management approach, combining fundamental and cyclical analysis with modern portfolio theory.