Mark Stotko is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and uses modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Harry Fischer is a financial advisor at Stifel with 49 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Stifel Nicolaus & Co Inc in 2020. Stifel serves a diverse range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Ibrahim Abboud is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2008, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved in several business ventures, including ownership in an export/import clothing company and part ownership of a grocery store and a cigar shop. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jon Pollock is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010 and with Morris & Garritano for 21 years. Outside of advising, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment implementation options through multiple platforms and strategies, with both proprietary and third-party model offerings.

Ralph Slocum is a financial advisor with LPL Financial in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior roles include positions at RBC Capital Markets, UBS Financial Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Shelley Gill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Robert Shipe is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for ten years. Outside of his advisory work, he also manages a janitorial business, Absolute Janitorial, and runs his own financial services firm, Wilde Wealth Management Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures, third-party money managers, and discretionary and non-discretionary account management.

James Chambers is a financial advisor with Cetera, holding the PFS™ designation and Series 65 license, and has 17 years of industry experience. His prior firms include Avantax Advisory Services, and he has operated Chambers Asset Management, LLC and James C. Chambers, An Accountancy Professional Corporation since 2008 and 2005, respectively. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Aaron Hendry is a financial advisor with Ameriprise in San Luis Obispo, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Ameriprise since 2018, with prior roles at LPL Financial, Coast Hills Credit Union, and Wells Fargo-affiliated firms. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, emphasizing managed accounts and algorithmic automation within a large institutional platform.

Greg Long is a financial advisor with LPL Financial in San Luis Obispo, California, holding a Series 63 designation and over 32 years of industry experience. He has been with LPL Financial and its predecessor entities since 2001. Outside of his advisory work, he is involved with a family real estate business under Cross Family LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools and a broad suite of non-advisory financial services.

Marcus Lane Jr. is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2023. Prior to joining Stifel, he was involved with Left Coast T-Shirt Company in 2022. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Janet Avedisian is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Her work history includes roles at Washington Mutual, Wm Financial Services, and the State of California. Outside of her advisory duties, she serves as a caregiver for her parents as needed. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Haack is a financial advisor with Edward Jones in San Luis Obispo, CA, holding Series 63 and Series 66 registrations and 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Emery Luper is a financial advisor at Edward Jones in San Luis Obispo, CA, with three years of industry experience. He holds a Series 66 designation and previously worked at the Alaska Center for Natural Medicine for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Kelly Hagerman is a financial advisor with Wells Fargo Clearing in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and has a longer tenure with Wells Fargo Bank dating back to 2014. Outside of her advisory role, she holds an administrative position with M & R Investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matt Husted is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2012 to 2016. Husted’s career also includes a long tenure at Wells Fargo Bank NA beginning in 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Morrison is a financial advisor with LPL Financial in San Luis Obispo, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at U.S. Bancorp Investments, U.S. Bank, and Rabobank, N.A. Additionally, he serves as a Senior Financial Advisor at Coast Hills Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Deborah Sullivan is a financial advisor with Morgan Stanley in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as the New Membership Chair and is on the Finance Committee for the San Luis Obispo Republican Women, Federated. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through a structured financial planning process and various investment and trading activities.

Sheena Rodriguez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she owns rental properties in Santa Paula, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Dylan Nelson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he was self-employed for nine years and worked in education and community service roles, including eight years with the Del Norte Unified School District and a year with the Family Resource Center of the Redwoods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.