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.

Norman Dotch is a financial advisor at Dotch Capital with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. In addition to his advisory role, he is an independently licensed insurance agent involved in insurance sales. Dotch Capital provides asset management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, estates, and employer-sponsored retirement plans. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, managing accounts on a non-discretionary basis that requires client approval before trading.

Paolo Marchetti is a financial advisor with 23 years of industry experience, currently serving as the sole advisor at 401K Engineers Inc. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research, Inc. from 2015 to 2020. Outside of his advisory role, he owns an S-corporation providing fiduciary services under ERISA Section 3(16). 401K Engineers Inc. offers portfolio management to individual investors and advisory services to retirement plan sponsors, including pension and profit-sharing plans, as well as charitable organizations. The firm focuses on customized investment policies and long-term strategies, integrating pension consulting and coordination with estate-planning attorneys.

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.

Christopher Fahey is a financial advisor at King Financial with a Series 65 designation. He has experience at King Financial since 2024 and has held roles at Tim Wheeler Accountancy Corporation and Gravity Picks Inc. Outside of finance, he previously worked in the entertainment industry with Elite DJ. King Financial serves individuals, high-net-worth clients, and business entities by providing portfolio management, financial planning, and specialized real estate advisory services. The firm uses a long-term, modern-portfolio-theory approach and offers tailored investment strategies including 1031 exchange and Qualified Opportunity Zone consulting.

Kendall Seifert is a financial advisor at Blom & Howell Financial Planning, Inc. in Modesto, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Blom & Howell in 2023, Kendall worked at Grand Canyon University and has concurrent experience at Trader Joe’s since 2018. Blom & Howell Financial Planning serves individuals, trusts, estates, business entities, and retirement plans with comprehensive wealth management, financial planning, and estate-planning assistance. The firm offers customized asset allocation and portfolio management services, including a firm-sponsored wrap fee program, and integrates technology such as artificial intelligence and machine learning in its investment processes.

Thomas Oliveira is a financial advisor with Oliveira Wealth in Modesto, CA. He holds the ChFC® designation and Series 63 and 65 licenses, and has 29 years of industry experience. His prior work includes 15 years at LPL Financial and ongoing affiliation with The Leaders Group Inc. Outside of advising, he is involved in managing real estate and related business activities. Oliveira Wealth serves individuals, trusts, pension and profit-sharing plans, and businesses, offering discretionary asset management, financial planning, retirement plan consulting, and cost segregation services. The firm employs individualized portfolios with a preference for ETFs and fixed income, and distinguishes itself with a broker-dealer affiliation and specialized tax and retirement plan consulting services.

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.

Timothy Wheeler is a financial advisor at King Financial with a Series 65 designation and two years of industry experience. Prior to joining King Financial, he operated his own CPA practice and worked at Bill Pollard CPA for 14 years. He continues to manage his CPA business alongside his advisory role. King Financial serves individuals, high-net-worth clients, and business entities, offering portfolio management, financial planning, pension consulting, and specialized advisory services related to real estate and Qualified Opportunity Zones. The firm employs a long-term, modern-portfolio-theory approach and provides hands-on due diligence for 1031 exchanges and DST investments.

Devin King is a financial advisor with King Financial in Lathrop, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at King Financial since 2015 and previously spent three years at Client One Securities. Outside of his advisory role, King is an independent licensed insurance agent and manages Damask Holdings, a business involved in buying and selling collectibles. King Financial serves individuals, high-net-worth clients, and business entities by providing portfolio management, financial planning, pension consulting, and specialized real estate and Qualified Opportunity Zone advisory services. The firm uses a long-term, modern portfolio theory approach and tailors investment strategies to client goals and risk tolerances.

Michael Howell is a CFP® professional with 12 years of industry experience, currently serving at Blom & Howell Financial Planning, Inc. in Modesto, CA. His prior experience includes roles at SCF Securities, Inc. and LPL Financial. Outside of his advisory work, he is active as a church musician, a nonprofit and church consultant on financial education, an officer at Shelter Cove Community Church, and treasurer and secretary of the Lions Baseball Club. Blom & Howell Financial Planning serves individuals, trusts, estates, business entities, and retirement plans by providing comprehensive wealth management, financial planning, retirement plan consulting, and estate-planning assistance. The firm customizes asset allocations across various securities and offers both discretionary and non-discretionary portfolio management through its own wrap fee program.

Christopher Sharp is a financial advisor with Oliveira Wealth in Modesto, CA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Oliveira Wealth since 2019 and has been affiliated with The Leaders Group since 2021. Prior to his financial advisory career, his background includes roles in agriculture services and the restaurant industry. Oliveira Wealth serves individuals, trusts, pension and profit-sharing plans, and businesses, offering discretionary asset management, financial planning, retirement plan consulting, and cost segregation services. The firm uses a range of investment strategies and emphasizes specialized services such as ERISA-aware retirement plan consulting and cost segregation tax analyses.

Kyle Toledo is a financial advisor at Forthright Capital with a Series 65 designation and four years of professional experience. Prior to joining Forthright Capital Advisory and Forthright Capital Partners in 2025 and 2026 respectively, he worked with Lodi Unified School District beginning in 2022 and has experience in other sectors including education and food service. Forthright Capital serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by providing discretionary portfolio management, financial planning, and employee benefit plan advisory services. The firm emphasizes passive portfolio construction based on Modern Portfolio Theory, supplemented by various analytical methods and the use of proprietary model portfolios.

Jeffrey Burrow is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Sierra Ocean, LLC since 2021. Prior to this, he worked for seven years at Goldman Sachs Personal Financial Management. Outside of financial advising, he is a limited partner in a family entertainment center trampoline park. Sierra Ocean, LLC provides investment management and financial planning services to individuals, trusts, estates, non-profits, and business entities. The firm customizes asset allocations using a range of investment vehicles and offers portfolio monitoring, discretionary rebalancing, and access to independent managers.

Christopher Frizzi is a CFP® professional with 31 years of industry experience, currently serving at KCPAG Financial Advisors LLC. He has been affiliated with Kemper Capital Management LLC and related entities since 2009. Outside of his advisory work, he has a minor involvement as an owner of a single-family rental property. KCPAG Financial Advisors LLC offers financial planning, discretionary asset management, and retirement plan consulting to individuals, trusts, business clients, and charitable organizations. The firm employs a combination of fundamental analysis and model portfolios, providing clients with customized investment programs and quarterly account reviews.

Dezaree Seeds is a Certified Financial Planner (CFP®) with 13 years of industry experience. She has worked at Sierra Ocean, LLC since 2021 and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Sierra Ocean, LLC serves individuals, trusts, estates, non-profit organizations, and business entities by providing discretionary and non-discretionary investment management as well as financial planning and consulting. The firm customizes asset allocations using a range of investment vehicles and offers ongoing portfolio monitoring and access to third-party platforms and independent managers.

Vijay Malik is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Sophis Investments LLC since 2014 and previously at Everest Group LLC and Holliday Fenoglio Fowler, L.P. Outside of his advisory role, Malik serves as president of Middle America Capital, a Nebraska real estate investment company. Sophis Investments provides discretionary portfolio management primarily to individual and high-net-worth investors, as well as trusts, endowments, and pooled investment vehicles. The firm focuses on concentrated, actively managed equity portfolios using a bottom-up fundamental research approach with an emphasis on low turnover.

Mayra Meza is a financial advisor at Sierra Ocean, LLC with a Series 65 designation and four years of industry experience. Prior to joining Sierra Ocean, she held positions at The Save Mart Companies, California State University, Stanislaus, Modesto Junior College, and OpenDoor Services. Sierra Ocean, LLC serves individuals, trusts, estates, non-profit organizations, and business entities by providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm customizes asset allocations using mutual funds, ETFs, individual equities, fixed income, and selectively employs interval and private investment funds.

Dennis Goldstrand is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 66 license, and has 47 years of industry experience. He has been associated with On Investment Management Company since 2001 and also maintains ownership of Goldstrand Planning Group and Goldstrand Insurance Services. In addition to his advisory work, he refers potential clients to American Express Corporate Services for corporate credit card programs. On Investment Management Company provides financial planning and investment advisory services to a diverse client base including individual investors, charitable organizations, businesses, and retirement plans. The firm offers a combination of fee-based financial planning, access to multiple third-party investment programs, and both discretionary and non-discretionary managed account options.