George Fossing is a financial advisor at Delta Investment Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at Delta since 2019, following prior roles at Retirement Wealth Advisors and Brookstone Capital Management. Fossing is also the owner of NorthStar Financial & Retirement Planning, LLC, where he is involved in retirement planning and insurance sales. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans, typically onboarding clients with account sizes of $50,000 or more. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct investment strategies, including tactical ETF rotation and concentrated equity portfolios.

Dow Barton is a financial advisor at Delta Investment Management, LLC with 24 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Delta in 2021, he worked at firms including NorthStar Financial & Retirement Planning, Allstate Insurance Company, and Secure Investment Management. Barton is also a Medicare consultant and insurance agent through his own businesses. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct strategies, blending systematic ETF rotation approaches with a concentrated, high-conviction equity mandate.

Zachary Jenkins is a financial advisor with Delta Investment Management, LLC in Greenville, SC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at Delta since 2019 and is also associated with NorthStar Financial & Retirement Planning, LLC, where he provides financial advice. Jenkins has experience in insurance sales with Athene USA and Ohio National Life Insurance Company. Delta Investment Management offers discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm combines quantitative macro analysis, fundamental research, and technical indicators across multiple strategies, including ETF-based tactical approaches and a concentrated equity mandate, managing over $850 million in assets.

Travis Smith is a financial advisor at Delta Investment Management, LLC with nine years of industry experience. He holds the PFS™ and Series 66 designations. His prior experience includes roles at NorthStar Financial & Retirement Planning, Davis & Floyd, and several other firms. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm uses a combination of quantitative macro analysis, fundamental research, and technical indicators, offering both tactical ETF strategies and concentrated equity mandates.

Matthew Burke is a financial advisor at Delta Investment Management, LLC in Greenville, SC. He holds a Series 66 designation and has recently begun his career in the industry, with prior experience at firms including JP Morgan Chase and Kestra Investment Services LLC. Outside of his advisory role, he is also active as an insurance agent. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF-based tactical rotation, concentrated equity mandates, custom portfolios, and access to alternative investments, integrating financial planning as part of its asset management services.