Sam Blakeslee is a CFP® with 30 years of experience in the financial services industry. He is President of Blakeslee & Blakeslee Financial Advisers Inc. and has been with the firm since 2016. Prior to that, he worked at Blakeslee And Blakeslee Inc. for over 30 years and served at Cal Poly from 2014 to 2017. He serves on the board of Common Cause in an unpaid capacity. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm uses a data-driven investment approach based on fundamental analysis, modern portfolio theory, and quantitative metrics, managing discretionary portfolios primarily through Charles Schwab.

Taylor Stilson is a Series 66-licensed advisor at Blakeslee & Blakeslee Financial Advisers Inc. with two years of industry experience. He has worked at Blakeslee & Blakeslee, Inc. and Pacific Premier Bank prior to his current role. Blakeslee & Blakeslee Financial Advisers, Inc. serves individuals, families, trusts, charitable organizations, and businesses, including high-net-worth clients. The firm offers integrated portfolio management combined with financial planning and retirement consulting, using a long-term, fundamental analysis approach that incorporates quantitative metrics and ESG/SRI screens on request.

Craig Darnell is a CFP® with 24 years of industry experience currently serving at Blakeslee & Blakeslee Financial Advisers Inc. He has worked at Blakeslee & Blakeslee since 2002 and with the affiliated advisory firm since 2017. Outside of his advisory role, Craig is a Director on the Cuesta College Foundation Board, where he participates in quarterly meetings and helps with the foundation's strategic planning. Blakeslee & Blakeslee Financial Advisers, Inc. serves individuals, families, trusts, charitable organizations, and businesses, including high-net-worth clients, through integrated portfolio management and financial planning. The firm uses individualized investment policies and a combination of fundamental analysis, modern portfolio theory, and quantitative metrics, maintaining a long-term buy-and-hold approach with options for ESG/SRI screens.

David Cryden is a CFP® professional with 42 years of industry experience, currently affiliated with Blakeslee & Blakeslee Financial Advisers Inc. He has been with Blakeslee & Blakeslee Inc. since 1983 and worked at Blakeslee & Blakeslee Financial Advisers Inc. from 2017 to 2018. Outside of his primary role, David serves without compensation as an investment advisor representative for a small number of former Wedbush Securities clients and acts as an investment representative for a family trust. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm employs a data-driven investment process based on fundamental analysis and modern portfolio theory, managing portfolios typically on a discretionary basis with custodial services through Charles Schwab.

Tricee Wright is a financial advisor at Blakeslee & Blakeslee Financial Advisers Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with Blakeslee & Blakeslee since 1998. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm’s investment approach is data-driven, utilizing fundamental analysis, modern portfolio theory, and quantitative metrics, with discretionary portfolio management primarily through Charles Schwab.

Stephen Hiltscher is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Blakeslee & Blakeslee since 1998 and with the affiliated advisory firm since 2017. Outside of his advisory role, he serves as a volunteer board member of the Templeton West Homeowner’s Association. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm’s investment process uses fundamental analysis, modern portfolio theory, and quantitative metrics, typically managing portfolios on a discretionary basis through Charles Schwab and offering integrated solutions including retirement plan consulting and brokerage facilitation.

Deirdre Torres is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Blakeslee & Blakeslee Financial Advisers Inc. since 2017 and has worked with the affiliated firm Blakeslee & Blakeslee, Inc. since 2005. Blakeslee & Blakeslee Financial Advisers Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm employs a data-driven investment process grounded in fundamental analysis and modern portfolio theory, managing accounts primarily on a discretionary basis through Charles Schwab and offering integrated portfolio management, retirement plan consulting, and brokerage facilitation.

Gary Peace is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in Napa, CA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including long tenures at Capital Group and American Funds. His recent career includes roles at Edward Jones and a sabbatical before joining his current firm. Blakeslee & Blakeslee Financial Advisers, Inc. serves individuals, families, trusts, charitable organizations, and businesses, including high-net-worth clients, through integrated portfolio management and financial planning. The firm employs a multi-adviser team approach and utilizes a process combining fundamental analysis, modern portfolio theory, and quantitative metrics with a long-term buy-and-hold strategy.

David Ford is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at American Funds for nine years before joining Blakeslee & Blakeslee. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm employs a data-driven investment process grounded in fundamental analysis and modern portfolio theory, typically managing accounts on a discretionary basis with custodial services through Charles Schwab.