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.

Shawn Murphy is a CFP® certificant with 14 years of industry experience, operating as the sole advisor at Right Brain Money in San Luis Obispo, CA. He has managed Murphis, LLC since 2010 and also works as an independent insurance agent specializing in life, accident, health, property, and casualty insurance. Right Brain Money provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth households, and small business owners, integrating investment, tax, and insurance planning. The firm uses fundamental, technical, and cyclical analysis and implements strategies through third-party money managers and Turnkey Asset Management Platforms.

Samuel Bravo is a Series 65-licensed advisor with Gallatin Financial Advisors, LLC, based in San Luis Obispo, CA, and has two years of experience in the financial industry. He is also the owner of Compass Tax Advisors, Inc., where he provides accounting, bookkeeping, and tax preparation services. Prior to entering financial advising, his work history includes roles in performing arts organizations and pediatric care. Gallatin Financial Advisors primarily serves individual clients, including high-net-worth households, offering portfolio management, comprehensive financial planning, and company-sponsored retirement plan consulting. The firm integrates accounting and insurance activities within its adviser team and employs an investment approach driven by asset-allocation planning and security analysis.

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.

Robert Hiltz is a financial advisor with Lewis Financial, LLC in San Luis Obispo, CA, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at LPL Financial LLC for 21 years and Ameriprise for 8 years. Lewis Financial provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $134 million in client assets. The firm customizes portfolios using a range of securities and employs both discretionary and non-discretionary management, including participation in LPL Financial’s Strategic Wealth Management and Optimum Market Portfolios programs.

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.

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.

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.

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.

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.

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.

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.

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.