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.

George Fossing is a financial advisor at Delta Investment Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Retirement Wealth Advisors and Brookstone Capital Management. In addition to his role at Delta, he owns NorthStar Financial & Retirement Planning, LLC, where he provides retirement planning and insurance services. Delta Investment Management offers discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, with a range of strategies including ETF-based tactical rotation and concentrated equity mandates. The firm combines systematic and stock-picking approaches and also serves as a subadvisor to other advisory firms.

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 37 years of industry experience. He has been with Delta since 2019 and previously worked at Stifel Nicolaus & Co Inc from 2015 to 2019. He holds the Series 63 designation and is based in San Francisco, CA. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, also serving as a subadvisor to other advisory firms. The firm offers a range of strategies including ETF-based tactical rotation, a diversified Core strategy, a concentrated equity mandate, and access to alternative investments, combining systematic and fundamental approaches.

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 NorthStar Financial & Retirement Planning, Allstate Insurance Company, and Secure Investment Management. In addition to his advisory role, he advises and enrolls clients in Medicare plans and operates as a self-employed insurance agent. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, as well as subadvisory services 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.

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 11 years of industry experience. He has worked at Delta since 2019 and previously spent five years at Brookstone Capital Management LLC. Outside of his advisory role, he is a managing member of URA Group AZ L.L.C., where he provides a variety of financial products to clients. Delta Investment Management offers discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, and also serves as a subadvisor to other advisory firms, integrating financial planning into its asset management services.

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 firms including New York Life Insurance Company and NorthStar Financial & Retirement Planning, LLC, where he also provides financial advice and insurance services. Delta Investment Management offers discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a range of strategies, including systematic ETF rotation and concentrated equity mandates, and integrates financial planning into its advisory services.

Daniel Young is a CFP® professional with 21 years of industry experience. He is currently with Delta Investment Management, LLC and has previously worked at Lido Advisors and Quantum Capital Management. Delta Investment Management, LLC provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and also serves as a subadvisor to other advisory firms. The firm offers a range of strategies including ETF-based tactical rotation, a diversified Core strategy, a concentrated equity mandate, custom portfolios, and alternative investments, integrating financial planning into asset management.

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 eight years of industry experience. He holds the PFS™ designation and Series 66 license. His prior roles include positions at Davis & Floyd and Retirement Wealth Advisors. Smith is also involved with Northstar Financial and Retirement Planning, LLC, where he provides comprehensive financial planning services. Delta Investment Management offers discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, with a range of strategies including systematic ETF rotation and concentrated equity mandates. The firm integrates financial planning with asset management and serves as a subadvisor to other advisory firms.

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.

Kevin Keller is a financial advisor with Delta Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Carolina Piedmont Investments, Retirement Wealth Advisors, and Ohio National Financial Services. Outside of advising, he is involved in managing a timber farm and supports marketing and business management for a real estate firm. Delta Investment Management provides discretionary investment management and consulting 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 with asset management.