Shane Boddington is the principal advisor at Boddington Capital, LLC, holding a Series 65 designation and beginning his advisory career in 2025. He previously worked at Bank of Stockton and Catalyst Private Wealth and has experience as a self-employed artist outside the investment industry. Boddington Capital, LLC provides discretionary wealth management, portfolio management, financial planning, and consulting services to individuals, families, and business owners. The firm uses a combination of quantitative and qualitative analysis along with modern portfolio theory and technical charting to construct tailored portfolios across a broad range of instruments, managing accounts on a discretionary basis with quarterly reviews.

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.

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 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.

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.

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 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.

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.