John Buerger is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Altus Wealth Solutions since 2004. He is also the business manager and 50% owner of Accents, a retail business in Atascadero, CA, and operates a one-person life insurance agency, Buerger Insurance Solutions. Altus Wealth Solutions is a virtual independent advisory providing financial planning, investment management, business consulting, and pension consulting to a diverse client base including individuals, trusts, charitable organizations, small businesses, and institutional entities. The firm offers passive and tactical investment strategies tailored to client risk profiles and manages approximately $5.2 million in assets across 26 accounts.

Nelson Kobata is the principal of Kobata Financial in Atascadero, CA, holding CFP® and Series 63 designations with 31 years of industry experience. He has worked at LPL Financial since 1998 and founded Kobata Financial in 2008. Outside of his advisory work, he occasionally sells sports tickets for games he cannot attend. Kobata Financial provides comprehensive and modular financial planning and general investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses an analytical approach combining fundamental and technical security analysis with asset-allocation principles based on Modern Portfolio Theory to create written financial plans and recommendations.

Heidi Barber is a financial advisor with De Mayo Financial, holding a Series 63 designation and 26 years of industry experience. She has been associated with Royal Alliance Associates, Inc. since 1990. De Mayo Financial provides financial recommendations and portfolio management consultation for individuals and high-net-worth clients, focusing on identifying and recommending third-party professional portfolios rather than managing securities directly. The firm operates on a part-time basis and oversees approximately $2 million in assets across four clients.

David Hicok is the principal advisor at Hicok Financial Solutions, LLC, an independent firm based in Templeton, CA. He holds the ChFC® designation and Series 66 license, with 25 years of industry experience. Prior to founding his current firm in 2026, he worked at ProCore Advisors, LLC for nine years and Partnervest Advisory Services, LLC for four years. He is also a licensed insurance agent and occasionally offers insurance products alongside his advisory services. Hicok Financial Solutions provides portfolio management, investment consulting, and financial planning primarily to institutional and pooled-vehicle clients such as pension plans, foundations, and charitable organizations. The firm typically employs discretionary, asset-allocation driven strategies and offers ERISA-focused consulting and fiduciary services for retirement-plan clients.

Kaitlin Hewell is a CFP®-credentialed financial advisor with over 21 years of industry experience. She is the sole advisor at Hewell Financial Group, Inc., where she has worked since 2012. Her prior experience includes roles at Securities America, Inc., Financial Focus LLC, and National Planning Corporation. Outside of her advisory work, she operates a short-term rental Airbnb property. Hewell Financial Group provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $334 million in discretionary assets for over 200 clients, employing a tailored investment approach based on clients’ goals, time horizons, and risk tolerance.

Paul Parotti is a CFP® and holds a Series 66 license with 18 years of experience in the financial industry. He is currently with SLO Money Managers, where he has worked since 2024, following nine years at Money Managers, Inc. Outside of his advisory work, he maintains a relationship with Crump Insurance Services, selling life, disability, long-term care insurance, and fixed annuities. SLO Money Managers is a fee-only advisory firm serving individuals, employer retirement plans, charitable organizations, and businesses. The firm provides discretionary portfolio management and financial planning, employing both passive and active strategies and offering ESG portfolio options upon request. It also acts as a 3(38) investment manager for employer retirement plans, a fiduciary role uncommon among firms of its size.

Sarah Anderson is a financial advisor at SLO Money Managers with four years of industry experience. She holds a Series 65 designation and previously worked at Money Managers, Inc., Firestone Walker Brewing Company, and Santa Cruz Biotechnology, Inc. SLO Money Managers is a small, fee-only investment advisory firm serving individual clients, employer retirement plans, charitable organizations, and businesses. The firm uses a combination of passive and active strategies guided by modern portfolio theory, providing discretionary portfolio management and financial planning tailored to clients’ objectives and risk tolerance.

Jeremy Becker is a financial advisor at Jeffery C. Welch and Associates, Inc. in Templeton, CA, with 18 years of industry experience. He holds the Series 66 designation and has been with Jeffery C. Welch and Associates since 2007. Outside of his advisory role, Becker is involved in training dogs for Type 1 diabetics through a family-run business called Duty Dogs. Jeffery C. Welch and Associates provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, and charting analysis, with a notable focus on options strategies such as covered calls to generate income and manage risk.

Jeffery Welch is a financial advisor with Jeffery C. Welch and Associates, Inc. in Templeton, CA, holding a Series 63 designation and 27 years of industry experience. He has been associated with his firm since 2007 and has also worked with Brokersxpress, LLC. In addition to advisory services, he holds a California insurance license and works as an independent contractor for several life insurance companies. Jeffery C. Welch and Associates, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to manage portfolios, including the use of options strategies such as covered calls and spreads, with assets custodied at TD Ameritrade Institutional.

Katelin Mahoney is a financial advisor at Corvus Wealth Advisors LLC in San Luis Obispo, CA. She holds a Series 65 designation and has been with Corvus since 2024. Prior to joining the firm, she completed a graduate program and served with Cal Poly AmeriCorps. Corvus Wealth Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a mix of actively and passively managed funds, tactical allocations, and option strategies, and offers specialized services such as 1031 exchange consulting and Tactical Cash Management.

Travis Domingues is a financial advisor at Corvus Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked in the hospitality sector at The Cliffs Hotel and Spa and Skyview Hotel LLC. Outside of financial advising, he provides pet care services through the app Rover. Corvus Wealth Advisors serves individual clients, trusts, estates, nonprofits, corporations, and retirement plan sponsors, offering financial planning, investment management, retirement consulting, tactical cash management, and 1031 exchange services.

Alison Shannon is a CFP® with nine years of industry experience, currently serving at Corvus Wealth Advisors LLC since 2021. She previously worked at Garcia Wealth Management Group, Inc. for seven years. Alison is a member of the Board of Directors for the Paso Robles & Templeton Chamber of Commerce, where she helps establish and oversee annual goals and policy development. Corvus Wealth Advisors LLC is a mid-sized advisory team managing approximately $870 million for individuals, trusts, non-profits, and corporations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, employing a mix of active and passive funds, tactical allocations, and sub-advisors to build customized portfolios.

Robert Garcia is a CFP® with 28 years of industry experience, currently serving as an advisor at Corvus Wealth Advisors LLC since 2021. His prior roles include positions at Evolve Retirement Plan Solutions, Garcia Wealth Management Group, and LPL Financial. Garcia serves on the boards of the Cuesta College Foundation and the Community Foundation of San Luis Obispo County. Corvus Wealth Advisors LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a mix of active and passive investment strategies, tactical allocations, and option strategies, and offers specialized services such as 1031 exchange consulting and Tactical Cash Management.

Carolyn Herzog is a CFP® and CFA® with 10 years of industry experience. She has worked at Corvus Wealth Advisors LLC since 2021 and previously at Compass Financial Planning, LLC from 2016 to 2021. Corvus Wealth Advisors is an SEC-registered firm serving individual clients, trusts, estates, nonprofits, corporations, and retirement plan sponsors. The firm offers customized financial planning and investment management using a mix of active and passive strategies, tactical cash management, and 1031 exchange consulting.

Anthony Leonti is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Corvus Wealth Advisors LLC, where he has worked since 2024, following four years at UBS Financial Services. Corvus Wealth Advisors is an SEC-registered firm serving individuals, trusts, estates, nonprofit organizations, corporations, and retirement plan sponsors. The firm provides customized investment management, financial planning, retirement plan consulting, tactical cash management, and 1031 exchange services using a combination of active and passive strategies and third-party managers.

Stephanie Kemp is a financial advisor with Corvus Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Garcia Wealth Management Group for eight years before joining Corvus in 2021. Ms. Kemp volunteers with United Way to teach financial literacy to high school seniors and serves as a mentor with the American Retirement Association’s Thrive Mentor Program. Corvus Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a combination of actively and passively managed funds, tactical allocations, option strategies, and uses both long- and short-term trading, managing approximately $870.6 million across about 325 client relationships.

Brynne Speizer is a CFP® professional at Corvus Wealth Advisors LLC with five years of industry experience. She previously worked at EP Wealth Advisors, LLC and Wacker Wealth Partners. Before entering financial advising, she spent two years with City Year. Corvus Wealth Advisors LLC offers investment management, financial planning, and retirement plan consulting to individuals, trusts, non-profits, corporations, and plan sponsors. The firm uses a combination of actively and passively managed funds, tactical allocations, and option strategies, and provides specialized services such as 1031 exchange consulting and Tactical Cash Management.

Christopher Coates is a financial advisor with SWMG, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked for Blakeslee & Blakeslee Financial Advisers Inc. and has served as a commissioner on the City of San Luis Obispo Revenue Enhancement Oversight Committee. Coates also volunteers as an instructor with Operation Hope in Los Angeles. SWMG serves individual clients, trusts, estates, retirement accounts, and business entities with financial planning, investment management, tax-overlay services, and estate-document preparation. The firm employs third-party model portfolios and unified managed accounts, conducts quarterly portfolio reviews, and integrates technology into client interactions.

Spencer Rhode is a financial advisor at Corvus Wealth Advisors LLC in San Luis Obispo, CA, holding a Series 65 designation with three years of industry experience. His prior work includes roles at California Polytechnic State University and Magnuson Superchargers. Corvus Wealth Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a combination of actively and passively managed funds, tactical allocations, option strategies, and sub-advisors to build custom target asset allocations.

Steven Ocheltree is a financial advisor with RB Capital Management, LLC and holds CPA credentials. He has six years of industry experience and also operates Ocheltree CPA, an accounting firm in Morro Bay, CA. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, with an emphasis on asset allocation, diversification, and personalized portfolio construction.