Shane Boddington is the sole advisor at Boddington Capital, LLC in Stockton, CA. He holds a Series 65 designation and has one year of experience at Boddington Capital, following roles at Catalyst Private Wealth and Bank of Stockton. Outside of his advisory work, he is a self-employed artist. Boddington Capital provides discretionary wealth management, portfolio management, financial planning, and consulting services for individuals, families, and business owners. The firm combines quantitative and qualitative analysis, using a broad range of investment instruments to tailor portfolios based on client goals.

Joaquin Wallace is a financial advisor with Seven Stages Wealth LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Prudential Financial Planning Services, Penn Mutual, and LPL Enterprise. He also serves as an adjunct instructor at Golden Gate University and engages in media and consulting activities outside of his advisory work. Seven Stages Wealth LLC advises individuals, high-net-worth clients, and businesses, providing discretionary investment management along with written financial planning and consulting. The firm builds portfolios primarily with low-cost, diversified mutual funds and ETFs, employing a long-term investment approach centered on strategic asset allocation informed by fundamental and behavioral analysis.

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 with Dotch Capital, holding a Series 66 designation and 11 years of industry experience. He previously worked at New York Life and its affiliated entities from 2013 to 2020 before founding Dotch Capital in 2017. Outside of his advisory role, he is an independently licensed insurance agent involved in insurance sales. Dotch Capital is an independent registered investment adviser that serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm uses a combination of fundamental and technical analysis with modern portfolio theory to create diversified, tailored portfolios and provides asset management on a non-discretionary basis alongside financial planning and retirement plan consulting.

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 the sole advisor at McCann Investment Management, LLC in Lodi, CA, with 32 years of industry experience and a Series 63 designation. His prior work includes two decades at OneAmerica Securities, Inc., and he currently holds roles as head elder at Lodi English Oaks Church and CFO/controller at Evokelife, Inc. He also serves as head of the board for the Lodi Educational Endowment Foundation and as an adjunct professor at Yosemite Community College District. McCann Investment Management, LLC is an independent, single-advisor firm managing approximately $8.3 million for about 113 clients. The firm provides discretionary asset management and financial planning services for individuals, institutions, and retirement plans, with a focus on customized asset allocation, regular portfolio oversight, and ERISA plan advisory services.

Ryan Koopmans is a CFP® with four years of industry experience and currently serves as an advisor at Beacon Veterinary Wealth. He previously worked at Lifeworks Advisors, LLC and Vincere Wealth Management, LLC. In addition to his financial advisory work, he is an associate veterinarian at Antioch Veterinary Hospital, where he performs primary care and surgical duties. Beacon Veterinary Wealth provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm uses a blend of passive and active asset-allocation models and offers recurring fixed-fee planning along with educational seminars.

Steven Spurgeon is the principal advisor at Spurgeon Financial Group in Stockton, CA, where he has worked since 1992. He has seven years of industry experience and holds a role as a registered investment advisor. In addition to his advisory work, he is involved in selling equity indexed annuities through a separate business activity. Spurgeon Financial Group provides financial planning and portfolio management primarily to individual clients, including many high-net-worth households, as well as businesses, charities, and small pension plans. The firm manages approximately $37.8 million in assets and employs a conservative, low-turnover investment approach with a focus on fundamental analysis and tailored client consultations.

Michael Ching is a financial advisor at Nardene Wealth Management Inc in Brentwood, CA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Nardene Wealth Management since 2008. Nardene Wealth Management provides investment management and comprehensive financial planning services to individuals, businesses, charities, and small pension plans. The firm combines fundamental and technical analysis to manage diversified portfolios and collaborates with third-party managers to offer specialized investment strategies.

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 in Lodi, CA. He holds a Series 65 designation and has been working in financial advising since 2026. In addition to his advisory role, he has been employed by the River Delta Unified School District since 2015. Delta Capital Management is an independent, fee-only advisory firm offering subscription-based financial planning services to individuals, high-net-worth households, and businesses. The firm provides comprehensive planning and investment recommendations without managing client assets or exercising investment discretion.

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.

Lance Quesada is a financial advisor at Oak Tree Securities, Inc. with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Oak Tree Securities, Inc. provides estate and financial advisory services to individuals, couples, executives, small business owners, retirees, and fiduciary accounts. The firm employs a diversified investment approach combining fixed income and equity exposures, managing accounts on a non-discretionary basis with ongoing reviews and performance reporting.

Leslie Wolfson is a financial advisor at Wolfson Wealth Management with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Delta Brokers since 2011 alongside her role at Wolfson Wealth Management, which she joined in 2010. Outside of her advisory work, she owns a real estate brokerage that operates independently of her financial services. Wolfson Wealth Management serves individual and high-net-worth clients with discretionary asset management and financial planning, offering tailored portfolios that include a variety of securities and investment strategies. The firm combines fundamental, technical, and cyclical analysis, employing approaches from long-term holdings to short-term trading and options transactions.

Nathan Williamson is a financial advisor with Waystone Advisors LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at New York Life Insurance Company and Findec Wealth Services, Inc. He is also a licensed insurance agent in Washington. Waystone Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses, using a customized, fiduciary approach that emphasizes strategic asset allocation and long-term investment horizons.

Glenn Wolfson is a Series 65-licensed advisor with 14 years of industry experience, currently serving clients through Wolfson Wealth Management and Delta Brokers. He also works as a solutions consultant for Ceridian, focusing on HR, payroll, and tax filing services. Wolfson Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies. The firm offers personalized investment plans and retirement reviews, with portfolios regularly monitored and rebalanced to meet clients’ objectives and risk tolerances.

Daniel Quesada is a financial advisor with Oak Tree Securities, Inc. in Brentwood, CA, holding a Series 63 designation and 49 years of industry experience. He has been with Oak Tree Securities since 1986. Outside of his advisory role, he is involved in life insurance sales through Lakeview Financial on a commission basis. Oak Tree Securities provides estate and financial advisory services to individuals, couples, executives, small business owners, retirees, and fiduciary entities, focusing on diversified investment allocations managed on a non-discretionary basis without market timing.

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.

Landon Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Mercer Advisors, Insight Capital Management, Fisher Investments, and Charles Schwab. Blodgett Wealth Advisors, LLC manages approximately $251 million for about 103 clients, serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a multi-method investment process and a variety of asset allocation strategies tailored to client objectives.