Norman Dotch

Shane Boddington is the principal of Boddington Capital, LLC, a California-registered investment adviser. He holds a Series 65 designation and has experience working at Catalyst Private Wealth and Bank of Stockton. Outside of finance, he is a self-employed artist. Boddington Capital provides discretionary wealth management and financial planning services to individuals, families, trusts, estates, non-profits, and business entities. The firm creates tailored portfolios using a variety of investment strategies, including equities, fixed income, mutual funds, ETFs, REITs, options, and margin, combining quantitative and qualitative analysis with Modern Portfolio Theory and technical charting.

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.

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.

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, holding a Series 65 designation with one year of experience at the firm. He has concurrently worked with the River Delta Unified School District since 2015. Delta Capital Management is a fee-only advisory firm providing subscription-based financial planning services to individuals, high-net-worth households, and businesses. The firm offers comprehensive planning and investment recommendations without managing client assets or charging fees based on assets under management.