Naylor & Company

Dmitriy Bolotnyy is a financial advisor at Naylor & Company with eight years of industry experience. He holds a Series 65 designation and has been with Naylor & Company since 2017. Prior to this, he worked at Rivermend Health and Irth Communications. Outside of finance, Dmitriy composes music through his partnership in Shortcake Music and manages a small fruit orchard in New York called Velvet Earth Farm. Naylor & Company serves individuals, families, pension and profit-sharing plans, and businesses with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm combines fundamental and technical analysis to build diversified portfolios focused on small- and mid-cap stocks, institutional funds, ETFs, individual equities, and fixed income, customizing allocations based on client needs.

Angela Thorstenson is a financial advisor at Naylor & Company with a Series 65 credential and one year of industry experience. She has worked at Naylor & Company Investments, LLC since 2021 and has prior experience in social services and education. Naylor & Company serves individuals, families, pension and profit-sharing plans, and businesses with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental and technical analysis to construct diversified portfolios focused on small- and mid-cap stocks, mutual funds, ETFs, individual equities, and fixed income, tailored to client needs.

Chad Naylor is a financial advisor at Naylor & Company in Orinda, CA, holding a Series 65 designation with 23 years of industry experience. He has been with Naylor & Company since 2003. Naylor & Company serves individuals, families, pension and profit-sharing plans, and businesses with portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and technical analysis to build diversified portfolios emphasizing small- and mid-cap stocks with reasonable valuations and growth potential, and it also provides sub-advisory services to other advisers.

Michael Testa is a financial advisor at Naylor & Company with a Series 65 designation. He joined the firm in 2025 and has prior experience in various roles outside the financial advisory industry, including positions at QuinStreet, Scale AI/Outlier AI, Rocket Mortgage, and the New York State Department of Health. He has no prior advisory industry experience. Naylor & Company serves individuals, families, pension and profit-sharing plans, and businesses with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm combines fundamental and technical analysis to build diversified portfolios focused on small- and mid-cap stocks, mutual funds, ETFs, individual equities, and fixed income, tailoring allocations to client needs.