Devin Blodgett is a CFP® with 12 years of industry experience, currently serving as an advisor at Blodgett Wealth Advisors, LLC since 2021. Prior to this, he worked at Intersect Capital LLC for six years. Blodgett Wealth Advisors manages approximately $251 million for a diverse client base including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-method investment process and offers discretionary portfolio management alongside comprehensive financial planning and retirement consulting.

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 at Wulff, Hansen & Co. with 38 years of industry experience. He holds a Series 63 designation and has been with Wulff, Hansen & Co. since 1985. He also has a background with McClurg Capital Corporation since 2017. Outside of his advisory role, Steinkamp serves as a successor trustee for several family trusts, including the Jack Alquist Trust and the Wilkerson Family Trust. Wulff Capital Management, the investment-advisory division of Wulff, Hansen & Co., provides discretionary portfolio management and limited investment consultation to individuals, pension and profit-sharing plans, trusts, estates, and charitable institutions. The firm constructs customized portfolios with a focus on fundamental and cyclical analysis and a long-term holding orientation.

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 a Series 65 designation and four years of industry experience. He has worked at Wulff, Hansen & Co. since 2021 and previously spent six years at Farmers & Merchants Bank. Wulff Capital Management, the investment-advisory division of Wulff, Hansen & Co., provides discretionary portfolio management and limited non-recurring investment consultation to individuals, pension and profit-sharing plans, trusts, estates, and charitable institutions. The firm constructs customized portfolios using fundamental and cyclical analysis with a long-term holding approach, while generally avoiding margin and highly speculative instruments.

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.

Jack Holland is a financial advisor at BOLT Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has a varied work history that includes roles in education and appliance repair prior to joining BOLT Wealth Management. BOLT Wealth Management LLC is a small advisory firm serving approximately 120 individual and high-net-worth clients with about $53.4 million in assets under management. The firm provides comprehensive financial planning, portfolio management, retirement plan consulting, educational workshops, and income tax preparation, employing a nondiscretionary investment approach that combines fundamental, technical, and cyclical analysis.

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.

Dennis Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC in Brentwood, CA, holding a Series 63 designation and bringing 23 years of industry experience. He previously worked at Intersect Capital LLC for 20 years before joining his current firm in 2021. Blodgett Wealth Advisors, LLC manages approximately $251 million for over 100 clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, implementing portfolios with a range of asset types and employing multiple analytical methods alongside tailored asset allocation strategies.

Oscar Sasson is a financial advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at LPL Financial, LLC, National Planning Corporation, and Zuk & Associates, where he has worked since 1988. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm providing investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, small businesses, charitable organizations, and retirement plans. The firm employs a long-term investment approach with portfolio construction that includes mutual funds, ETFs, individual equities, and fixed-income securities, offering both discretionary and non-discretionary account management.

Kyle Toledo is an advisor at Forthright Capital with a Series 65 designation and no prior industry experience. He has worked at Forthright Capital Advisory and Forthright Capital Partners since 2025 and has a background that includes roles with the Lodi Unified School District, Taco Bell, and California State University. Forthright Capital Advisory manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios and conducts regular quarterly reviews, employing third-party technology and due diligence on outside managers as part of its oversight.

Grant De Andreis is an advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 66 licenses. He has held positions at LPL Financial, Merrill Lynch, Citizens Business Bank, and Bank of Stockton. Grant previously worked at the University of California Los Angeles and Twin Arbors Tennis Club. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, providing customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, and cyclical analysis and manages approximately $1.2 billion in assets under management.

Daniel Raymond is a CFP® professional with 23 years of experience in the financial services industry. He is currently associated with Valley Wealth Strategies, LLC and has previously worked at LPL Financial LLC and National Planning Corporation. Outside of his advisory role, he owns and operates a farm business involved in the sale of agricultural products and land rentals. Valley Wealth Strategies, LLC provides customized investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, managing approximately $1.2 billion in assets with a significant portion on a non-discretionary basis.

Pamela Zedick is a CFP® professional with 23 years of industry experience. She currently serves at Valley Wealth Strategies, LLC and LPL Financial, LLC, where she has worked since 2017. Prior to that, she spent 14 years at National Planning Corporation. In addition to her advisory work, she is involved in estate planning support and tax preparation through Beacon Tax & Wealth Advisors. Valley Wealth Strategies, LLC advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers customized investment management and financial planning with a primarily long-term investment approach, managing over $1.2 billion in assets and providing ongoing oversight of portfolios implemented through independent managers.

Caleb Sasson is an investment advisor representative with Valley Wealth Strategies, LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at Sigma-Aldrich, Inc. for ten years. Caleb is also a commissioned notary in Menlo Park, CA. Valley Wealth Strategies, LLC advises individuals, high-net-worth clients, families, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm offers customized investment management and financial planning services, employing a primarily long-term investment approach while incorporating fundamental, technical, and cyclical analysis.

Thomas Mitose is a financial advisor at Forthright Capital with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Bank of America Merrill. Outside of his advisory role, he assists his father with managing a martial arts organization by helping with administrative and teaching duties. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, primarily employing a passive investment management approach using model portfolios and outside managers as appropriate.

Oscar Martinez is a financial advisor with Valley Wealth Strategies, LLC in Lodi, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial LLC and C L Zuk & Associates, alongside his role at Valley Wealth Strategies. Martinez also serves as Chief Information Officer at Zuk Financial Group. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis, managing approximately $1.2 billion in assets with a significant portion managed non-discretionarily.

Michael Mueller is an investment advisor representative with Valley Wealth Strategies, LLC and has 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valley Wealth Strategies since 2020, with prior experience at LPL Financial and National Planning Corporation. Mueller is also president of Mueller Insurance & Financial Services, Inc., a business he has operated since 1999. Valley Wealth Strategies, LLC advises individuals, families, trusts, small businesses, and charitable organizations, offering customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach while incorporating fundamental, technical, and cyclical analysis.

David Sasson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently affiliated with Valley Wealth Strategies, LLC and LPL Financial, where he has worked since 2017. Prior to that, he was with National Planning Corporation beginning in 2008. Valley Wealth Strategies, LLC provides customized investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach, utilizing fundamental, technical, and cyclical analysis, and manages a significant portion of assets on a non-discretionary basis.