Shane Boddington is the principal of Boddington Capital, LLC, a California-registered investment adviser. He holds a Series 65 designation and has experience working at Catalyst Private Wealth and Bank of Stockton. Outside of finance, he is a self-employed artist. Boddington Capital provides discretionary wealth management and financial planning services to individuals, families, trusts, estates, non-profits, and business entities. The firm creates tailored portfolios using a variety of investment strategies, including equities, fixed income, mutual funds, ETFs, REITs, options, and margin, combining quantitative and qualitative analysis with Modern Portfolio Theory and technical charting.

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 a financial advisor at Dotch Capital with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. In addition to his advisory role, he is an independently licensed insurance agent involved in insurance sales. Dotch Capital provides asset management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, estates, and employer-sponsored retirement plans. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, managing accounts on a non-discretionary basis that requires client approval before trading.

Albert Locy is the sole advisor at AL Locy Financial Services LLC in Lodi, CA, holding a Series 63 designation with three years of industry experience. He has operated AL Locy Financial Services since 1989. Outside of advising, he provides tax preparation services. AL Locy Financial Services LLC offers discretionary asset and portfolio management to individuals, high-net-worth clients, families, trusts, estates, and charitable institutions. The firm customizes investment strategies based on client goals and allows written investment restrictions without imposing formal account minimums.

John Mccann is a financial advisor at McCann Investment Management LLC with over 31 years of industry experience. He holds a Series 63 designation and previously worked at Oneamerica Securities, Inc. for 20 years. Outside of his advisory role, he serves as Head Elder at Lodi English Oaks Church and is involved as CFO and controller at Evokelife, Inc., as well as heading the board of the Lodi Educational Endowment Foundation. McCann Investment Management LLC provides discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, charitable institutions, and employer-sponsored plans. The firm builds investment programs tailored to clients’ goals, time horizons, and risk tolerance, using a combination of fundamental, cyclical, technical, and charting analysis, and offers ERISA plan services including limited-scope fiduciary consulting.

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.

David Ehlert is a financial advisor with Arbor Family Wealth Advisors, Inc. based in Lodi, CA. He holds the ChFC® designation and has 41 years of industry experience. His prior work includes roles at M Advisory Group, M HOLDINGS SECURITIES, Inc., Arbor Family Wealth Advisors, Inc., and NEW YORK LIFE INSURANCE COMPANY. Outside of advisory work, he serves on the board of Duraflame, Inc., a manufacturer and seller of consumer products. Arbor Family Wealth Advisors provides financial assessment, comprehensive wealth management consulting, and project-specific implementation support primarily for high-net-worth individuals and their closely held companies. The firm focuses on high-level wealth planning through fixed consulting fees and typically refers clients to unaffiliated investment managers for portfolio implementation.

Timothy Higgs is the sole advisor at Delta Capital Management, holding a Series 65 designation with one year of experience at the firm. He has concurrently worked with the River Delta Unified School District since 2015. Delta Capital Management is a fee-only advisory firm providing subscription-based financial planning services to individuals, high-net-worth households, and businesses. The firm offers comprehensive planning and investment recommendations without managing client assets or charging fees based on assets under management.

David Worcester is a CFP® with eight years of industry experience and is the sole advisor at Aspire Advisory Services in Lodi, CA. He has been with Aspire Advisory Services since 1996. Aspire Advisory Services is an independent, state-registered, fee-only investment adviser that provides financial planning, ongoing consultation, and portfolio management to individuals, business clients, charitable institutions, and retirement plans. The firm emphasizes long-term investing using a primarily fundamental approach supplemented by technical analysis and manages about $61.2 million in client assets.

Daniel Miladinovich is a CFP® with 10 years of experience in the financial industry. He is currently an advisor at DKM Wealth Management, Inc., where he has worked since 2021. Prior to this, he held roles at Litman Gregory Asset Management, LLC and Northwestern Mutual in various capacities from 2014 to 2021. DKM Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a discovery process to tailor portfolios based on client objectives and risk tolerance, employing fundamental analysis and a mix of investment strategies with ongoing monitoring and rebalancing.

Geoffrey Peterson is a financial advisor with RSG Financial Group Inc in Stockton, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Dutcher Insurance and RSG Financial Group, Inc. since 2008. In addition to advisory services, he is involved in insurance sales, including life, property and casualty, health, and disability insurance. RSG Financial Group, Inc. provides investment supervisory services and portfolio management to individuals and businesses, utilizing both discretionary and non-discretionary approaches. The firm employs fundamental and technical analysis, asset allocation, and mutual fund/ETF evaluation to develop individualized investment policies, with regular account reviews and trade execution through Charles Schwab’s institutional program.

Dennis Steinkamp is a financial advisor with Wulff, Hansen & Co. and holds a Series 63 designation. He has 37 years of industry experience, including roles at Wulff, Hansen & Co. since 1985 and McClurg Capital Corporation since 2017. In addition to his advisory work, he serves as a trustee for several family trusts and has recently assumed duties as a successor trustee for the Faulkner Trust. Wulff, Hansen & Co. provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable institutions, focusing on relatively liquid publicly traded securities. The firm customizes investment recommendations primarily using fundamental and cyclical analysis with a long-term buy-and-hold approach.

Zachary Welz is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at DKM Wealth Management, Inc. and previously worked at Fidelity Investments. Outside of finance, he has been involved with sports organizations including Fan Controlled Football and several minor league baseball teams. DKM Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a discovery process to tailor portfolios based on client objectives and risk tolerance, employing fundamental analysis and a blend of long- and short-term strategies with ongoing monitoring and rebalancing.

Nicolas Santoyo is a financial advisor at Wulff, Hansen & Co. with three years of industry experience. He holds a Series 65 designation and previously worked at Farmers & Merchants Bank for six years. Wulff, Hansen & Co. provides ongoing investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable institutions. The firm customizes investment recommendations using fundamental and cyclical analysis with a long-term buy-and-hold approach, generally avoiding margin and speculative positions.

Athena Stone is a financial advisor at Attentive Investments, LLC with 18 years of industry experience. She holds a Series 65 designation and has worked at Attentive Investment Managers, Inc. from 2003 to 2021 before joining her current firm. Attentive Investments, LLC manages approximately $197.5 million in assets for about 430 clients, including individual and high-net-worth households as well as pension and profit-sharing plans. The firm offers continuous portfolio management and financial planning, employing a combination of fundamental and technical analysis with strategies tailored to each client’s objectives and risk tolerance.

Benton Peterson is a financial advisor with RSG Financial Group Inc in Stockton, CA. He holds a Series 65 designation and has recently entered the industry. Prior to his advisory role, he has worked in various positions including at Lodi Unified School District and British Swim School's of America. He is also an independent insurance agent operating a small side business. RSG Financial Group, Inc. provides investment supervisory services and portfolio management to individuals and businesses, utilizing both discretionary and non-discretionary approaches. The firm develops individualized investment policies through client interviews and employs a combination of fundamental and technical analysis, asset allocation, and mutual fund/ETF evaluation.

Taylor Welz is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 28 years of industry experience. He is currently with DKM Wealth Management, Inc., where he has worked since 2022. His prior experience includes roles at LG Asset Management, Litman Gregory Asset Management, and running Welz Financial Services, Inc. for over a decade. DKM Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a discovery process to tailor portfolios based on clients’ investment objectives, risk tolerance, tax considerations, and liquidity needs, employing fundamental analysis and a mix of long- and short-term strategies with ongoing monitoring and rebalancing.

Oscar Sasson is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial, National Planning Corporation, and has maintained a long-standing affiliation with Zuk & Associates. Sasson provides investment advisory services through Valley Wealth Strategies, an independent advisory firm. Valley Wealth Strategies, LLC serves individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach while incorporating fundamental, technical, and cyclical analysis, managing approximately $1.2 billion in assets with a significant portion managed on a non-discretionary basis.

Paula Key is a CFP® and Series 66 licensed financial advisor with 40 years of industry experience. She is affiliated with Valley Wealth Strategies, LLC and has held prior roles at LPL Financial LLC and National Planning Corporation. Outside of her advisory work, she is involved with Intercontinental Drift, LLC, a company engaged in grape sales and wine production through Sangfroid Vineyards. Valley Wealth Strategies, LLC serves individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans by providing customized investment management and financial planning services. The firm employs a primarily long-term investment approach, incorporating fundamental, technical, and cyclical analysis, and manages approximately $1.2 billion in assets with a notable portion managed on a non-discretionary basis.

Kyle Toledo is a financial advisor at Forthright Capital with a Series 65 designation and four years of professional experience. Prior to joining Forthright Capital Advisory and Forthright Capital Partners in 2025 and 2026 respectively, he worked with Lodi Unified School District beginning in 2022 and has experience in other sectors including education and food service. Forthright Capital serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by providing discretionary portfolio management, financial planning, and employee benefit plan advisory services. The firm emphasizes passive portfolio construction based on Modern Portfolio Theory, supplemented by various analytical methods and the use of proprietary model portfolios.