About Us

CJ’s focus on wealth protection also extends beyond individual clients to financial advisors and small business owners. Recognizing their role as trusted advisors, CJ understands the importance of equipping them with the expertise and tools needed to guide their clients in securing and growing their wealth. Through collaboration and strategic partnerships, Proxy Financial supports financial advisors and small business owners by providing them with innovative solutions and resources that enhance their ability to serve their clients effectively.

Furthermore, CJ Davidson is keenly aware of the power of media and content creators in shaping financial narratives and influencing public perception. To this end, Proxy Advisory Group actively collaborates with media professionals and content creators to foster accurate and reliable financial information dissemination. By promoting financial literacy and responsible practices through various media channels, CJ aims to empower individuals to protect and grow their client’s wealth in an informed manner.

In CJ’s vision, Proxy Advisory Group acts as a catalyst for positive change, bridging the gap between individuals and financial opportunities. The company’s platform serves as a comprehensive ecosystem that connects individuals, financial advisors, small business owners, media professionals, and content creators. This inclusive environment facilitates knowledge sharing, collaboration, and networking, ultimately empowering people from all walks of life to protect and grow their wealth effectively. These strategies are what will drive our industry in the future, and Proxy is dedicated to being a leader in support of these strategies.

Outside of his professional endeavors, CJ values personal well-being as a cornerstone of wealth management. He believes that true wealth encompasses not only financial prosperity but also physical and mental health. Therefore, he leads by example, prioritizing his own well-being through regular exercise, meditation and a healthy lifestyle. By maintaining a balanced approach to life, CJ aims to inspire others to prioritize their overall well-being as they navigate their financial journeys.

Together with his partner, Alexandria, CJ embraces the joy of travel, seeking new experiences and perspectives. They cherish the opportunity to immerse themselves in diverse cultures, expanding their horizons and nurturing their personal growth. Travel serves as a source of inspiration for CJ, as he learns from different financial systems, investment opportunities, and global perspectives, ultimately enhancing his ability to assist individuals in protecting and growing their wealth.

Bryan Caulkins stands as a distinguished Managing Partner within The Team at Proxy Advisory Group, a pioneering establishment of great import. His narrative unfolds with a decisive departure from the fast-paced corridors of corporate Wall Street, a departure that culminated in the birth of Proxy Financial in the year 2018. It was in this defining juncture that Caulkins’ aspirational pursuit found its canvas an unwavering commitment to realizing his vision of universal accessibility to the full spectrum of financial services.

Caulkins’ aspiration reverberates as a profound testament to the democratization of financial services, emancipating them from the exclusive dominion of high-net-worth individuals. As a cornerstone figure within Proxy Financial, he embraces the mantle of partnership with a steadfast resolve, furthering his tenure as the Managing Partner of Proxy Advisory Group. In this capacity, he spearheads a cohesive unit, entrusted with the solemn responsibility of safeguarding Proxy’s revered standards of Ethics and Conduct across its diverse divisions.

His resplendent journey traverses geographical borders, with the tapestry of his experiences intricately woven across lands such as Brazil, Chile, and Belgium. Caulkins, imbued with a fervent ardor for cross-cultural collaboration, espouses an ethos of unity and inclusivity, fostering bonds of understanding and collaboration in the global arena.

Bryan Caulkins’ resolute professional odyssey is illuminated by the luminosity of his credentials. Notably, he boasts a commendable array of licenses, including the prestigious FINRA S7, S63, and S65 licenses. Additionally, he stands endorsed by a multitude of States, entitling him to proffer an expansive array of services ranging from life insurance to annuities.

As a poignant footnote, it is underscored that PROXY ADVISORY GROUP, LLC and CAMBRIDGE operate as distinct entities, devoid of any affiliations. In the grand tapestry of finance and aspiration, Bryan Caulkins remains an illustrious luminary, steadfastly guiding Proxy Freedom toward horizons of unparalleled accessibility and ethical distinction.

*PROXY ADVISORY GROUP, LLC and CAMBRIDGE are not affiliated.

Court Chynces is a senior wealth advisor with more than 20 years of experience working with high-net-worth individuals, families, and business owners navigating complex financial decisions across multiple stages of life.

Court believes the role of an advisor extends well beyond portfolio construction. His work focuses on helping clients identify what matters most, developing a clear and thoughtful roadmap to pursue those goals, and providing ongoing counsel that increases the probability of long-term success. As financial markets, tax rules, and planning strategies have grown more complex, Court helps clients make better-informed decisions and avoid costly mistakes.

Over the course of his career at firms including Merrill Lynch, A.G. Edwards & Sons, and Jackson Financial, Court observed that even the most carefully designed financial strategies often fail not because of markets, but because of human behavior. Emotions play a powerful role in investing—particularly during periods of uncertainty. Court helps clients manage these emotional dynamics so that sound strategies are implemented, sustained, and allowed to work over time.

While Court and his team use rigorous planning tools, portfolio construction frameworks, and capital market assumptions, he does not believe theoretical optimization alone leads to real-world success. Instead, he focuses on designing strategies and portfolios that clients can understand, commit to, and live with through inevitable market cycles. This balance—between analytical discipline and a deep understanding of each client’s values, preferences, and temperament—allows Court to deliver solutions that are not merely optimal in theory, but appropriate in practice.

Court works closely with families approaching or in retirement, executives, and successful business owners—often across generations—helping coordinate investment management, retirement income planning, tax efficiency, risk management, charitable giving, and legacy considerations. His role is to serve as an advocate and partner, allowing clients to spend less time worrying about financial decisions and more time focused on family, career, and the lives they want to live.

Court earned his MBA from Vanderbilt University and holds a Bachelor’s degree in Finance from the University of North Carolina Wilmington. He is a Chartered Alternative Investment Analyst (CAIA®) and a Chartered Retirement Planning Counselor™ (CRPC®).

Outside the office, Court is a devoted husband and father of two daughters. He and his family enjoy spending time outdoors, golfing, and being with friends and family. Court is deeply committed to his local community and regularly works with local charitable organizations. He is also actively involved in financial education, frequently teaching educational workshops and seminars in downtown Danville, Alamo, and Walnut Creek, helping individuals and families gain confidence in making informed financial decisions.

Wayne brings more than three decades of experience to PROXY Advisory Group as a Business Owner, Wealth Coach and Financial Advisor. His expertise is in overseeing and coordinating the financial affairs of a select group of clients in the Bay Area and throughout the United States.

Wayne has a Master's Degree and has earned several industry designations, including the Chartered Financial Consultant (ChFC®) and the Tax Planning Certified Professional (TPCP®).He especially enjoys assisting Small Business Owners in developing and growing their businesses with an eye to meeting their current and future financial goals.

Wayne and his wife Vicki live in Martinez, California. Together they have four grown children and 10 grandchildren who live in Southern California, Chicago and the country of Malta. A lifelong musician, Wayne currently enjoys singing, performing and serving on the Board of Directors with a local community chorus called Chromatica Chorale based in Danville, California.

Phil has been in the financial services industry since 2010.  He is a Master Planner Advanced Studies^TM designee, the highest professional designation in the financial services industry.  He earned this in concert with earning his Masters of Science in Personal Financial Planning in 2018.  These studies expanded significantly on the topics he studied while becoming a Certified Financial Planner^TM in 2015.  In 2023, he earned the Certified Exit Planning Advisor^TM designation in order to serve business owners better.  In 2024, Phil co-founded the Greater Phoenix Chapter of the Exit Planning Institute and currently serves as a Vice President.  In 2025, he earned the Certified Kingdom Advisor^TM designation, allowing him to integrate Christian biblical principles into his financial planning and advisory services. 

Before working as a Financial Advisor, Phil served two tours in the United States Marine Corps and worked for several years afterward supporting the United States military, both domestically and overseas.  He has lived in every time zone in the country and still loves to travel.  He believes his diverse background gives him the ability to convey any financial topic into everyday language so his clients can make informed decisions with confidence. 

In 2022, Phil married his beautiful wife Carrie.  He spends his spare time volunteering at church, playing hockey or being in the mountains. 

Justine began her journey in the financial planning industry over a decade ago as a personal assistant to Proxy Founder, CJ Davidson. Over the years, she has gained experience and honed her skills in the field, specializing in client services and business processing.

Justine’s cheerful demeanor and commitment to providing excellent customer care make her an asset to the Proxy team.

Outside of work, Justine is married and a proud mother of two boys. Balancing career and family is of utmost importance to her, reflecting integrity, commitment, and a strong sense of responsibility in both aspects.

When she’s not watching her older son playing soccer, or chasing the younger around, you’ll likely find her reading or starting a new crochet project.

Janelle is an experienced professional in the financial services industry, spanning over a decade. Her passion lies in collaborating with financial advisors and establishing strong client relationships. She has provided invaluable support to leadership teams and advisors as they guide clients towards achieving their financial goals.

In 2022, Janelle earned the Financial Paraplanner Qualified Professional, FPQP® designation from The College for Financial Planning.

As a valuable asset to any team, Janelle’s expertise, dedication, and genuine enthusiasm for fostering positive financial outcomes make her an invaluable partner to financial advisors and clients alike.

Beyond her career, Janelle finds joy in her personal life as well. Family and friends hold a special place in her heart, and she cherishes spending quality time with them. In her leisure moments, you can often find Janelle indulging in her passion for cooking, traveling, dancing, and maintaining an active lifestyle through regular workouts.

Cat Lambertini, is a Senior Financial Advisor and Director of Small Business Solutions at Proxy Advisory Group in Los Angeles. With over a decade of experience at Morgan Stanley and Merrill Lynch, she has built her practice around corporate retirement plans and managed money strategies, delivering high-touch, process-driven service for 401(k) and 403(b) clients.

A proud native Angeleno, Cat studied at Cal Poly–San Luis Obispo and UCLA, and completed part of her education in Italy, where she also ran an import-export business. Fluent in Spanish and Italian, she brings a global perspective, entrepreneurial experience, and a philosophy-driven approach to helping businesses and individuals make confident financial decisions.

Dakota Boughton is a Pensacola-based wealth strategist who advises affluent families, business owners, executives, and high-capacity individuals navigating meaningful financial responsibility. His clients are often successful on paper but seek something deeper—clarity, structure, and decisions that hold up through life’s transitions.

A U.S. Air Force Special Operations veteran, Dakota brings a steady, disciplined approach to his work. He is known for being calm under pressure, direct without being abrasive, and thoughtful in moments that require sound judgment. He understands that the most important financial decisions are rarely made in ideal conditions—they arise during periods of change such as retirement, business transitions, liquidity events, or personal loss.

Dakota believes wealth is not a scorecard, but a responsibility. At its best, it serves to protect family, create freedom, and establish a meaningful legacy. This philosophy shapes every aspect of his work—from how he designs strategies to how he communicates with clients.

His approach is coordinated and intentional, helping clients bring clarity to complex financial lives. This includes investment strategy, retirement income planning, tax efficiency, risk management, estate considerations, and legacy planning—all aligned to the life they are working to build. When appropriate, Dakota collaborates closely with clients’ CPAs, attorneys, and other advisors to ensure a cohesive and integrated plan.

He is particularly committed to serving clients in transition, including widows and families facing significant life changes, where both technical expertise and a steady presence are essential.

Dakota is a husband, father, mentor, and leader who views his work as an extension of service. His vision is to deliver a high-touch, family-office-style experience—defined by deep relationships, disciplined strategy, and consistency regardless of market conditions.

Dannette Sirmon brings over a decade of leadership experience and nearly a decade in wealth management, combining operational expertise with a strong commitment to client service. She began her career as an Assistant Manager at Walmart, where she developed a foundation in team leadership, operations, and customer experience. She later expanded her skill set in an administrative role with AIG Life and Health, strengthening her organizational and client support capabilities.

For the past nine years, Dannette has served as a Wealth Management Assistant, supporting clients and advisors with a focus on organization, communication, and consistency. She is dedicated to helping clients navigate important financial decisions with clarity and confidence, contributing to an overall experience built on trust and reliability.

A lifelong member of her community, Dannette values meaningful relationships and takes pride in giving back. Her commitment to service has been recognized with honors such as the Spirit of Caring Award.

She is passionate about making a positive impact and finds fulfillment in supporting others as they work toward their goals and a more confident future.

Jason Selzer is a financial services leader known for combining strategic vision, operational discipline, and a passion for developing people. With more than a decade of experience across Morgan Stanley, Bank of America Merrill Lynch, and LPL Financial, he has built a reputation for strengthening advisor businesses, cultivating high-performing teams, and delivering exceptional client service through thoughtful leadership and innovation.

Throughout his career, Jason has focused on empowering advisors and support professionals to operate at the highest level. By aligning operational excellence with strategic growth initiatives, he helps advisors scale their practices, deepen client relationships, and achieve their most ambitious professional goals.

Jason believes that strong culture, collaboration, and mentorship are the foundation of lasting success. Outside of work, he enjoys spending time with his wife, Evelyn, and their two children. He is a passionate supporter of Chelsea FC and the Los Angeles Clippers, and enjoys pickleball, soccer, yoga, beach days, reading, and movies.

Roberto E. Corleto is a Client Associate at Proxy Advisory Group, bringing over 30 years of extensive experience in the Life & Health insurance field and over a decade of specialized expertise as a Certified Paralegal. Roberto serves as a key liaison between clients and advisors, dedicated to providing exceptional, tailored service to meet complex client needs.

Stephen Potter is an award-winning specialist in the business industry and has over a decade of executive leadership experience. Stephen’s entire career is organized around providing excellence through servant leadership with a primary focus on empowering clients to reliably fulfill on their personal and professional goals.

For the last twelve years, Stephen was an international coach working with companies and individuals to impact performance, ROI, and financial profitability from the top-down. He has been a guest speaker for multiple documentaries as well as podcasts, and led seminars to hundreds of people in over ten countries. 

Stephen fell in love with finance while in the executive training and development industry as a Finance and Program Regional Manager, then as Owner and CEO of his own consulting firm.

When he’s not working, you can find him playing with his rescue dogs, running amuck in Chicago, working on his non-profit, or adventure traveling the globe.