Christopher Bleuher is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Congress Wealth Management, Domus Capital Group, Wells Fargo Clearing, UBS Financial Services, and Merrill. CW Advisors is a multi-team firm providing investment management, comprehensive wealth management, and family office services to a diverse client base, including individuals, trusts, estates, and institutional entities. The firm employs a Core-and-Satellite investment approach utilizing a blend of active, passive, quantitative, and ESG strategies, with centralized investment oversight and connections to a larger corporate group offering additional fiduciary and alternative investment services.

Karen Cassidy is a Series 65-licensed financial advisor with five years of experience at Financial Gravity Family Office Services, LLC. She is also president of Clark & Cassidy, an accounting and tax services business she has led since 2013. In addition to her advisory work, Cassidy manages insurance-related activities as an independent agent for Financial Gravity Enhanced Markets, LLC. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach, including fundamental, technical, and cyclical analysis, and frequently uses third-party sub-advisors and model portfolios.

Nicholas Boetjer is a financial advisor at Arete Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo in various capacities from 2005 to 2021 before joining Arete Wealth Advisors in 2021. He is also involved in fixed insurance sales on a part-time basis. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party money managers into its offerings.

Carin Barnes is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 designations and one year of industry experience. She has worked at Commonwealth Financial Network and ARTHA Wealth Advisors since 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs and access to third-party asset managers, and provides a range of investment options along with custody and clearing services.

Stephen Maguire is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 54 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory work, he is a co-owner of SM2 Trust, LLC, which provides professional fiduciary services, and serves as a trustee for the Goodhines Revocable Trust. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and comprehensive back-office services to individual and institutional clients.

Timothy Graham is a financial advisor with Eagle Strategies (NY Life) in Santa Maria, CA, holding Series 63 and Series 66 licenses with three years of industry experience. His background includes roles at NYLIFE Securities LLC and involvement with Central Coast Visionary, Certain Sparks Music, and First Christian Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, emphasizing fiduciary responsibilities and primarily managing assets on a non-discretionary basis.

Sean Maguire is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing nine years of industry experience. He has been with Commonwealth and operates Maguire Investments since 2016. Outside of his advisory role, Sean has worked as a residential real estate sales agent with Compass in San Luis Obispo, CA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing over $210 billion in assets. The firm provides a broad platform of managed-account programs, third-party asset manager access, and custody services, supporting advisors in implementing portfolios through internal or external management.

John Paul Stornetta is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He has been with Commonwealth since 2015 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a co-owner of Maguire Investments, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party managers, and custody services.

Edward Silva is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is a co-owner of Maguire Investments, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions including discretionary model portfolios and personalized indexing options.

Richard Fogal is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and previously worked at Personal Capital Advisors Corporation and Edward Jones. Outside of finance, he was involved with Lowdown Brewery for four years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Bradley Boulton is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at firms including Vivid Financial Management, Inc. and Mutual Securities, Inc. Outside of his advisory work, he has involvement with a business entity used for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized retirement consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Jaquelyn James is a financial advisor with Centaurus Financial, Inc. She holds a Series 66 designation and has 11 years of industry experience. She has worked at Carey James & Associates since 2013. Outside of her advisory role, she serves as Director of Marketing for James Financial Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through a variety of discretionary and non-discretionary arrangements.

Kurt Jackson is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network and serving as owner of Central Coast Wealth Management since 2015. He is based in Arroyo Grande, CA. His background includes operating his own wealth management firm alongside his role at Commonwealth. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, along with operational and compliance support.

Vanita Kibbe is a financial advisor at First Command Advisory Services with 23 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. She has worked with the First Command organization since 2002 and currently serves as a health and weight loss coach with Optavia, LLC. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and wrap-fee asset management programs managed centrally by its Investment Management Team and Wealth Portfolio Managers.

Michael Smith is a financial advisor with Planmember Securities Corporation, holding a Series 63 designation and 38 years of industry experience. He has worked at Advantage Wealth Management since 2010 and at IRM Distributors, Inc. since 1997. He is also the sole proprietor of Advantage Wealth Management, where he is involved in financial sales including securities, insurance, and annuities. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education, support, and personalized planning services to plan sponsors and participants.

Anees Akhund is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked for Principal Financial Services and Principal Life Insurance Company for 38 years before joining Commonwealth Financial Network and ARTHA Wealth Advisors. Outside of finance, he is the owner and artist of New Artist Old Soul, an art studio offering classes and sales in Atascadero, CA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in assets. The firm provides a wide range of managed-account programs, third-party asset manager access, and custodial services, supporting advisors in delivering tailored investment solutions to individual and institutional clients.

James Simonaro is a CFP®-certified financial advisor with Wealth Enhancement Advisory Services, LLC, based in Orcutt, CA. He has five years of industry experience, including roles at Vivid Financial Management and Tesla. His current tenure at Wealth Enhancement Advisory Services began in 2022. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Patrick Corrigan is a CFP® with 12 years of industry experience, currently serving at Cerity Partners Retirement Plan Consultants since 2025. Prior to this, he worked at West Coast Financial, LLC from 2015 to 2025. Outside of his advisory role, Corrigan is a co-pilot for MarcAir, Inc., a private charter airline based in San Luis Obispo, CA. Cerity Partners Retirement Plan Consultants advises sponsors of defined contribution and defined benefit plans, providing fiduciary services, plan design, participant advice, and administrative support. The firm focuses on asset-allocation driven model portfolios and IPS-based monitoring, managing a significant portion of assets on a non-discretionary basis.

Timothy Noe is a CFP® professional with three years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at LPL Financial LLC and United Parcel Service. Outside of advising, he provides administrative support to Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm uses diversified, risk-class based investment strategies that combine passive and active management, supported by an internal Investment Committee and multiple implementation tools.

Bradley Johnson is a CFP® with 28 years of experience in the financial services industry, currently affiliated with Eagle Strategies (NY Life) in Santa Maria, CA. He has been with Eagle Strategies since 2016 and has longstanding ties to New York Life and Nylife Securities, where he has worked since 1998. Johnson serves as a board member of the Santa Maria Fairway Pines Home Owners Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutional clients, and plan sponsors. The firm offers multiple advisory programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.