Glenn Wolfson

Leslie Wolfson is a financial advisor at Wolfson Wealth Management with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Delta Brokers since 2011 alongside her role at Wolfson Wealth Management, which she joined in 2010. Outside of her advisory work, she owns a real estate brokerage that operates independently of her financial services. Wolfson Wealth Management serves individual and high-net-worth clients with discretionary asset management and financial planning, offering tailored portfolios that include a variety of securities and investment strategies. The firm combines fundamental, technical, and cyclical analysis, employing approaches from long-term holdings to short-term trading and options transactions.

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.

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.

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.