Delta Investment Management, LLC

Melissa Kielberg is a financial advisor at Delta Investment Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Delta since 2019, following five years at Prosperity Financial Group, Inc. Outside of her advisory role, she is registered as an insurance agent. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, also serving as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.

William Wee is a CFP® with 13 years of industry experience currently serving at Delta Investment Management, LLC. His prior roles include positions at EP Wealth Advisors and Homewood Capital Management, Inc., along with operating Wee & Company since 1985. Outside of finance, he is involved with Mt. Lotus Yoga. 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 strategies, including tactical ETF rotations and a concentrated equity mandate.

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.

Edwin Barretto is a financial advisor at Delta Investment Management, LLC with 37 years of industry experience. He has been with Delta since 2019 and previously worked at Stifel Nicolaus & Co Inc and Btig, LLC. He holds a Series 63 designation. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, as well as serving as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and access to alternative investments, integrating financial planning into its asset management services.

Timothy Anderson is a financial advisor at Delta Investment Management, LLC with 38 years of industry experience. He has held positions at Delta since 2019 and previously worked at Stifel Nicolaus & Co Inc from 2015 to 2019. Anderson holds the Series 63 designation. 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 strategies, including ETF-based tactical approaches and concentrated equity mandates.

Dow Barton is a financial advisor at Delta Investment Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Allstate Insurance Company and Secure Investment Management, LLC. Barton is also involved in Medicare consulting and insurance sales through NorthStar Financial & Retirement Planning, LLC, and as a self-employed insurance agent. Delta Investment Management provides discretionary investment management and financial planning services to individuals, institutions, trusts, and pension plans, employing a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct strategies. The firm serves clients with a minimum account size of $50,000 and acts as a subadvisor to other investment advisors.

Winston Gaffron is a financial advisor at Delta Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Delta since 2020. Prior to joining Delta, he spent two years as a world traveler and four years at US Endoscopy. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, and also serves as a subadvisor to other advisory firms.

John Kieber is a financial advisor with Delta Investment Management, LLC in Scottsdale, AZ, holding a Series 65 license and 12 years of industry experience. He has worked at Delta since 2019 and previously was employed at Brookstone Capital Management LLC and United Retirement Advisors Group. In addition to his advisory role, Mr. Kieber is a managing member of URA Group AZ L.L.C., where he spends substantial time providing clients with a variety of financial products. Delta Investment Management offers 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 strategies, including tactical ETF rotations and a concentrated growth equity mandate, and serves clients with a wide range of account sizes, often acting as a subadvisor to other investment advisors.

Kellie Miller is a financial advisor at Delta Investment Management, LLC with four years of industry experience. She holds the Series 65 designation and has previously worked with OMF International and Modular Study Groups. Kellie took a year as a homemaker before joining Delta in 2021. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and also acts as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF-based tactical rotation, a diversified core equity approach, concentrated stock-picking, and access to alternative investments, integrating financial planning into its asset management services.

Zachary Jenkins is a financial advisor at Delta Investment Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Delta Investment Management since 2019. Jenkins is also involved with NorthStar Financial & Retirement Planning, LLC, where he provides financial advice. Delta Investment Management offers discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple investment strategies, including ETF-based tactical approaches and concentrated equity mandates.

Daniel Young is a CFP® with 22 years of industry experience. He is currently with Delta Investment Management, LLC, where he has worked since 2022. Prior to that, he held positions at Lido Advisors and Quantum Capital Management. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans, often onboarding clients with a minimum account size of $50,000. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct strategies, including ETF-based tactical approaches and concentrated equity mandates, and serves as a subadvisor to other investment advisors.

James Pritchard is a financial advisor at Delta Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Saxony Capital Management, LLC, and W.E. Donoghue & Co., LLC. Outside of his advisory role, he consults for Rising Star Distributors and writes articles while creating investment portfolio models through his own consulting business, JP Pritchard Investment Consulting. 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 employs a range of strategies, including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.

Drew Marchitello is a financial advisor at Delta Investment Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Perigon Wealth Management, LLC and J.P. Morgan Securities LLC. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, as well as serving as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF-based tactical rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.

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.

Andrew Houghton is a financial advisor at Delta Investment Management, LLC in San Francisco, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Delta since 2008 and was previously with US Capital Wealth Management, LLC from 2016 to 2018. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning within its advisory services.