Brianna Ferguson is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Cerro Pacific Wealth Advisors, LLC since 2020 and previously worked at Central Coast Wealth Management and Commonwealth from 2016 to 2020. Outside of financial advising, she is a co-owner and CEO of a cattle ranch, managing its day-to-day operations. Cerro Pacific Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities, managing approximately $531 million in client assets. The firm uses a blend of fundamental, quantitative, technical, and cyclical analyses, employing strategic asset allocation and various trading strategies tailored to clients’ objectives.

Daniel Speirs is a financial advisor at Cerro Pacific Wealth Advisors, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Cerro Pacific since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as co-trustee for two family accounts. Cerro Pacific Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities. The firm manages approximately $531 million in client assets, employing a range of analytical methods and trading strategies tailored to client objectives.

Lyle Meek is a financial advisor at Cerro Pacific Wealth Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Cerro Pacific in 2020. Outside of his advisory role, he serves as chair of the investment committee for the San Luis Coastal Education Foundation and is a board member of a local homeowners association and mutual water company. Cerro Pacific Wealth Advisors offers portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities, managing approximately $531 million in client assets. The firm employs a diverse range of analytical methods and investment strategies, including the use of third-party managers and specialized trading techniques, and serves niche corporate clients with tailored investment management solutions.

Timothy Reyna is a CFP® practitioner with six years of industry experience, currently advising at Cerro Pacific Wealth Advisors, LLC. Prior to joining Cerro Pacific, he worked at Schwab Wealth Advisory and Charles Schwab. Outside of his financial advisory role, he serves as a soccer referee for the Arizona State Referee Administration and the Arizona Interscholastic Association. Cerro Pacific Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, retirement plans, and business entities. The firm manages approximately $531 million in client assets using a combination of fundamental, quantitative, technical, and cyclical investment approaches tailored to client objectives.