Gavin Benbrook is a financial advisor at San Luis Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining San Luis Wealth Advisors in 2021, he worked at MINDBODY, Inc. and Lululemon athletica. San Luis Wealth Advisors provides investment management and financial planning services to a diverse client base, including individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a top-down investment approach and offers customized financial plans, managing assets across a variety of instruments to meet client objectives.

Rasheem Banks is a CERTIFIED FINANCIAL PLANNER™ with 14 years of industry experience. He currently serves at San Luis Wealth Advisors and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. San Luis Wealth Advisors is an independent registered investment adviser managing approximately $760 million in client assets. The firm serves individuals, families, trusts, charitable organizations, businesses, and pension plans, providing comprehensive financial planning and portfolio management with a predominantly top-down investment approach.

Jennifer Chesini is a CFP® professional with 17 years of industry experience. She is currently with San Luis Wealth Advisors and has previously worked at Cerro Pacific Wealth Advisors, Wells Fargo Clearing, Edward Jones, Commonwealth Financial Network, and other firms. San Luis Wealth Advisors is an independent registered investment adviser managing approximately $760 million in assets for individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm provides comprehensive financial planning and discretionary portfolio management using a predominantly top-down fundamental analysis approach.

Joel Askew is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Edward Jones from 2014 to 2022, San Luis Wealth Advisors from 2022 to 2025, and currently is with Anchor Point Financial. He is based in San Luis Obispo, CA. San Luis Wealth Advisors LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm uses a predominantly top-down investment approach with customized financial plans and discretionary portfolio management.

Bradley Goodwin is a financial advisor with San Luis Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing, UBS Financial Services, and Merrill. Outside of advising, he has a minority ownership in an online activewear retail business. San Luis Wealth Advisors is an independent registered investment adviser managing approximately $760 million in assets for individuals, families, and institutional clients. The firm offers comprehensive financial planning and portfolio management, utilizing a top-down investment approach that incorporates fundamental analysis, discretionary management, and advanced tools such as artificial intelligence.

Meredith Collins is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with San Luis Wealth Advisors, where she has worked for one year, following prior roles at Cerro Pacific Wealth Advisors, Crew Wealth Management, LPL Financial, Bank of America, Merrill Lynch, and Central Coast Wealth Management. In addition to her advisory work, she is a notary public. San Luis Wealth Advisors is an independent registered investment adviser managing approximately $760 million in client assets for individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm offers comprehensive financial planning and portfolio management using a top-down investment approach that incorporates fundamental analysis, short-term trading, options strategies, and artificial intelligence tools.

Luke Kittinger is a CFP® with 13 years of industry experience, currently serving as a financial advisor at San Luis Wealth Advisors since 2020. His prior experience includes roles at Wells Fargo Clearing and Fidelity Investments. San Luis Wealth Advisors is an independent registered investment adviser managing approximately $760 million in client assets and serves individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm offers comprehensive financial planning and portfolio management with a top-down investment approach and uses tools such as fundamental analysis, options strategies, and artificial intelligence to support decision-making.