Zachary White is a CFP® with 10 years of industry experience, currently serving as an investment advisor representative at Securities America Advisors. He has worked in the financial services sector since 2014, including roles at Phillip B. White Co., Inc. and Foothill Securities Inc. In addition to his advisory work, he assists with insurance brokerage services related to life, disability, and property and casualty policies. Phillip B. White Co., Inc. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach that combines passive index and ETF exposure with actively managed funds and global diversification.

Joshua Fowler is a CFP® with three years of industry experience, currently serving as a financial advisor at Crew Wealth Management in San Luis Obispo, CA. He has worked at Crew Wealth Management since 2022 and has also been affiliated with LPL Financial, LLC during this period. Crew Wealth Management provides financial planning and consulting services to business owners, individuals, families, and various business entities. The firm focuses on written financial plans and ongoing retainer services without managing client assets, emphasizing fundamental research and long-term investment strategies using mutual funds and ETFs.

Nicholas Mazorra is a CFP® professional with 9 years of industry experience, currently serving at Private Wealth Advisors since 2008. He is based in Pismo, CA, and works at a firm notable for its discretionary portfolio management and financial consulting services. Private Wealth Advisors provides tailored investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental analysis, long-term buy-and-hold strategies, and options for hedging and strategic purposes.

Patty Larson is a Series 65 licensed financial advisor with Rothman Investment Management, LLC, bringing four years of industry experience. Prior to joining Rothman, Patty worked at Independent Financial for four years. Outside of financial advising, Patty holds a real estate license in Texas and occasionally earns commissions by assisting with real estate transactions. Rothman Investment Management serves individual and high-net-worth clients as well as select charitable organizations, providing portfolio management, financial planning, and consulting services. The firm employs a rules-based, quantitative investment approach utilizing ETFs, mutual funds, individual securities, and alternatives, with attention to tax efficiency, risk management, and client-specific needs.

Helen Sipsas is a CFP® professional with 19 years of industry experience, currently serving at Peak Wealth Advisors, Inc. in San Luis Obispo, CA, where she has worked since 2009. She holds a Series 66 license and is one of two advisory professionals at the firm. Peak Wealth Advisors serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities by providing asset management, financial planning, 401(k) asset management, and tax preparation services performed by licensed tax preparers. The firm emphasizes individualized portfolio construction and ongoing supervision, employing fundamental and cyclical analysis with discretionary management and quarterly reviews.

Ashley Boone is a CFP® professional with 17 years of industry experience, currently advising at WealthSpring in San Luis Obispo, CA. His background includes roles at Commonwealth Financial Network, Pacific Select Distributors, and Pacific Life Insurance Company. He also provides tax preparation services through WS Tax, LLC. WealthSpring Partners serves individual investors, pension plans, charitable organizations, and businesses by offering investment advisory, financial planning, retirement-plan consulting, and portfolio management. The firm employs a primarily discretionary asset-management process combining various analytical methods and maintains multiple offices while utilizing AI-driven tools and related tax services.

Jacob Rothman is a CFP® and CFA® with 11 years of industry experience, currently serving as a financial advisor at Rothman Investment Management, LLC. He has been with the firm since 2014. Rothman is also a board member of Sierra Vista Hospital, where he participates in monthly meetings focused on safety, licensing, and community issues. Rothman Investment Management advises individual and high-net-worth clients as well as select charitable organizations, providing portfolio management, financial planning, consulting, and coaching. The firm employs a rules-based, quantitative investment approach using ETFs, mutual funds, individual securities, and private market solutions tailored to client risk profiles and tax considerations.

Paul Bianchi is a financial advisor with Prossimo Advisors LLC in San Luis Obispo, CA, holding a Series 63 designation and bringing 24 years of industry experience. His prior work includes roles at BancWest Investment Services and Bank of the West from 2011 to 2017. Prossimo Advisors is a team-based registered investment adviser managing approximately $196 million for high-net-worth individuals, families, trusts, and closely held business owners. The firm offers portfolio management, wealth stewardship, and family-office style services, coordinating with other professionals to develop individualized investment plans and manage complex ownership structures.

Jay Douglas is a CFP® and ChFC® with 26 years of industry experience. He is currently with WealthSpring, where he has worked for 10 years, and previously spent 13 years at Commonwealth Financial Network. Douglas is also the owner and tax preparer of WS Tax LLC and serves as a board member of the Slo Noor Foundation, a nonprofit focused on providing access to health care services. WealthSpring is a team-based firm with four advisors that offers financial planning and investment services.

Mark Thompson is a financial advisor with Trellis Wealth Advisors, LLC in San Luis Obispo, CA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has been with Trellis Wealth Advisors since 2010. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, focusing on long-term strategic asset allocation using diversified, low-cost mutual funds and ETFs. The firm typically manages portfolios on a discretionary basis and offers retirement-plan advice and plan-level fiduciary services.

Ann Poletti is a financial advisor at Prossimo Advisors LLC with one year of industry experience. She holds a Series 65 designation and has worked at Prossimo Advisors since 2017, following a 12-year tenure at Founder's Community Bank. Prossimo Advisors is a small, team-based registered investment adviser managing approximately $196 million for high-net-worth individuals, families, trusts, and closely held business owners. The firm offers portfolio management, wealth stewardship, and family-office style services, including investment oversight and succession planning, coordinating with other professionals to develop individualized investment plans.

Wayne Lewis is a financial advisor at Lewis Financial, LLC in San Luis Obispo, CA, with 43 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2005. Outside of his advisory work, he serves as a board member for the nonprofit organization SLO Riders. Lewis Financial primarily serves individual and high-net-worth clients, offering fee-based investment advisory services and personalized financial planning. The firm utilizes a combination of discretionary and non-discretionary portfolio management, incorporating fundamental and technical analysis, and employs LPL Financial-sponsored programs to support client asset allocation and implementation.

Kevin Campbell is a CFP® with 12 years of experience in financial advisory services. He is currently the sole advisor at R.I.T. Wealth Advisors and has previously worked with McIlrath & Eck, LLC dba Periscope Wealth Advisors and Northwestern Mutual in various capacities. R.I.T. Wealth Advisors provides fee-based financial planning and discretionary investment management for individuals, including high-net-worth clients, and business entities. The firm focuses on building diversified, low-cost, tax-efficient portfolios with a long-term buy-and-hold strategy, complemented by holistic financial planning and advice on retirement plan rollovers and held-away assets.

Jerry Mirolla is a financial advisor at Prossimo Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Prossimo Advisors since 2017. In addition to his advisory role, Mr. Mirolla is an attorney licensed in California and serves as Of Counsel for André, Morris & Buttery, P.C. He also owns Consiliarius Consultants, a firm advising closely-held companies on exit strategies. Mr. Mirolla sits on the Board of Directors of Premier Valley Bank. Prossimo Advisors is a team-based registered investment adviser managing approximately $196 million for high-net-worth individuals, families, trusts, and closely held business owners. The firm offers portfolio management, wealth stewardship, and family-office style services, including investment oversight, succession planning, and business due diligence.

Bruce White is a CFP® with 44 years of experience in the financial services industry. He is associated with Phillip B. White Co., Inc. and has held roles at Securities America Advisors, Inc. and Foothill Securities, Inc. He also owns and supervises an independent insurance brokerage focused primarily on personal lines property and casualty insurance. Phillip B. White Co., Inc. provides financial planning and investment management services to individuals, trusts, charitable organizations, and small businesses. The firm utilizes a core-and-satellite investment approach combining passive and active strategies, managing approximately $268 million in client assets.

Sergio Holguin is a financial advisor at NWM Advisors, LLC with five years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining NWM Advisors in 2019, he worked at The Tribune Newspaper for 17 years. NWM Advisors, LLC provides investment advisory services to individuals, trusts, retirement plans, and business entities, managing approximately $329 million in client assets. The firm employs a strategic asset allocation approach combined with fundamental, technical, and cyclical analysis, and offers retirement plan consulting while adhering to ERISA fiduciary duties.

Wyatt Lewis is a financial advisor with Lewis Financial, LLC in San Luis Obispo, CA, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2005 and started providing investment advisory services through Lewis Financial in 2024. Lewis Financial primarily serves individual and high-net-worth clients, offering fee-based investment advisory services and personalized financial planning. The firm utilizes both discretionary and non-discretionary management approaches, integrating fundamental and technical analysis, and employs LPL Financial-sponsored programs for portfolio construction and implementation.

Kevin Nichols is a financial advisor with NWM Advisors, LLC, holding a Series 63 designation and bringing 32 years of industry experience. He previously worked at Nichols Wealth Management, Inc. and LPL Financial, LLC. Outside of his advisory work, he owns and operates a land management business in San Luis Obispo, California. NWM Advisors, LLC provides investment advisory services to individuals, trusts, retirement plans, and business entities, managing approximately $329 million in client assets. The firm emphasizes strategic asset allocation and combines fundamental, technical, and cyclical analysis in portfolio construction while offering retirement plan consulting and 529 account management.

Tyler Chandler is a financial advisor at Rothman Investment Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Rothman, he worked at TSG Wealth Management and spent several years in full-time education and event staff roles at Cal Poly. Rothman Investment Management advises individual and high-net-worth clients as well as select charitable organizations, providing portfolio management, financial planning, and consulting services. The firm employs a rules-based, quantitative approach with a focus on tax efficiency and risk management, utilizing a range of investment vehicles from ETFs to private equity and derivative strategies.

Carrie Miller is a financial advisor at Trellis Wealth Advisors, LLC in San Luis Obispo, CA, with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Trellis Wealth Advisors since 2014. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, focusing on long-term strategic asset allocation through diversified, low-cost mutual funds and ETFs. The firm serves clients with managed-account portfolios typically around $5 million and offers retirement-plan advice and fiduciary services.