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.

Heather Ulz is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Simplicity Wealth, she worked at LifePro Asset Management and VOYA Financial Advisors. She previously served as treasurer and board member for the ALS Association Greater San Diego Chapter. Simplicity Wealth provides advisory services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios managed through a proprietary platform that includes due diligence on third-party managers.

Parker Weimar is a financial advisor at Simplicity Wealth with a Series 65 designation and two years of industry experience. His prior work includes roles at LifePro Asset Management LLC and BlackRock Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms such as third-party advisors and broker-dealers. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, provides model portfolios with ongoing monitoring and rebalancing, and combines advisory services with technology and operational support for other advisers.

Matthew Stelmas is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Northwest Asset Management since 2017. Prior to this, he worked at Wells Fargo Advisors from 2013 to 2017. Outside of advising, he has a small rental property interest in Alaska. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutional clients. The firm uses strategic asset allocation and Modern Portfolio Theory with diversified investments, providing customized investment management, financial planning, consulting, tax preparation, and sub-advisory services.

Paul Arthur is a CFP® with 38 years of industry experience. He has worked at Wedbush Securities Inc. since 2011 and previously spent 12 years at Maxwell Noll Investment Advisors. He holds a Series 63 license and is based in Los Osos, CA. Wedbush Securities Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and broker-dealer services including wealth management, fixed income, commodities, and capital markets. The firm provides tailored portfolio management and conducts due diligence on third-party managers while also offering custodial, clearing, and prime services.

John Mcmanus IV is a CFP® with 25 years of experience in the financial industry. He is currently with Sowell Management and also associated with WealthSource Partners, LLC. Prior to these roles, he spent 20 years at Edward D. Jones & Co., L.P. Mcmanus is a sole proprietor involved in insurance sales and owns a wealth advisory business, Central Coast Wealth Advisors LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

David Julian is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at LifePro Asset Management for eight years. Julian is also involved with LifePro Financial, where he serves as a statistician. Simplicity Wealth provides advisory services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm utilizes a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with additional services such as tax optimization and customized investment screening.

Eric Hallin is a financial advisor with Advisory Solutions Group who holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior roles include positions at CS Planning Corp., Bank of America, Merrill, J.P. Morgan Securities, and Chase Investment Services Corp. Advisory Solutions Group, also known as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, portfolio management, and turnkey business services. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and provides model portfolios, research, and reporting to RIAs.

David La Rue is a financial advisor at Cornerstone Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and LPL Financial prior to joining Cornerstone in 2016. Outside of his advisory role, he is involved in agricultural business and livestock consulting through American Innovative Resources. Cornerstone Wealth Management serves individuals, trusts, estates, pension plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm uses a multi-brand model and integrates in-house advisors, third-party portfolio managers, and algorithm-driven models to deliver tailored investment advice and continuous account supervision.

Brian Manderscheid is a Series 65 licensed financial advisor with nine years of industry experience. He is currently with Simplicity Wealth, where he has worked since 2025; prior to that, he was with LifePro Asset Management and LifePro Financial Services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm uses a fund-of-funds investment approach primarily employing ETFs and mutual funds, alongside model portfolios that are regularly monitored and rebalanced, and offers technology and operational support to other advisers through its managed account platform.

Ashley Eckles is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 65 licenses. She has three years of industry experience, including previous roles at Oak & Vine Wealth Management and CS Planning Corp. Outside of financial advising, she operates AE Clean, a residential and short-term rental cleaning business. Advisory Solutions Group serves retail clients and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and supports RIAs with model implementation, asset allocation, and account administration.

John Mc Manus V is a financial advisor at Sowell Management with a Series 65 designation and two years of industry experience. He has held roles at Central Coast Wealth Advisors d/b/a Cayucos Wealth since 2021 and has been self-employed since 2014. His background includes positions at California Polytechnic State University and Edward Jones. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment advisor representatives.

Kevin Nuber is a Series 65-licensed financial advisor at Simplicity Wealth with nine years of industry experience. He previously worked at LifePro Asset Management for eight years and has been associated with LifePro Financial Services since 2004. Outside his advisory role, he is involved with an insurance marketing agency that sells fixed life insurance and annuity products. Simplicity Wealth serves a wide range of clients, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, supported by technology and operational services for advisers through its managed account platform.

David Lester is a Series 65 licensed advisor at Simplicity Wealth with one year of industry experience. His previous roles include positions at LifePro Asset Management and My Solo 401K Financial. Simplicity Wealth serves a broad range of clients including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offers model portfolios with ongoing monitoring and rebalancing, and provides technology and operational services for advisers through a managed account platform.

Paul Reaburn is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds Series 63 and Series 65 credentials and previously served as president of Thinktum, a non-investment related company, from 2020 to 2024. His prior roles include positions at LifePro Asset Management and Foresters Financial. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as a technology-driven platform for advisers.

Kevin Klipfel is a financial advisor at J. W. Cole Advisors, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Grove Point Advisors LLC and LPL Financial, LLC. Outside of advisory roles, he serves as Vice President of Meritage Asset Management Group. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes both discretionary and non-discretionary management strategies, combining fundamental and technical analysis, and integrates digital advice providers in its client solutions.