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.

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.

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.

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.

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.

Rita Ingram is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at Principal Securities Inc and Principal Life Insurance Company from 2010 to 2023 before joining Elevare Advisors and Commonwealth Financial Network in 2023. Her other business activities include fixed insurance sales conducted during business hours at her branch location. Commonwealth Financial Network is a registered investment adviser supporting 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, with a focus on customizable portfolio construction and model portfolios managed by its Investment Management and Research team.

Andrea Klipfel is a financial advisor with J. W. Cole Advisors, Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining J. W. Cole Advisors, she worked at Grove Point Advisors LLC and LPL Financial LLC. Outside of the financial industry, Klipfel owns and instructs at Zentegrity Yoga Therapies, an online yoga studio. J. W. Cole Advisors operates through a large network of independent advisors 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 institutions.

Ryan Langstaff is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including ten years at Independent Financial Group and time at Legacy Retirement Advisors, which he co-owns. Langstaff operates in Paso Robles, CA. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Evan Langstaff is a financial advisor at Commonwealth Financial Network with Series 65 credentials and three years of industry experience. He previously worked at Legacy Retirement Advisors from 2018 to 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed account programs, third-party asset manager access, retirement consulting, and custody services.

Craig Skeels is a CFP® and ChFC® affiliated with Kestra Advisory Services LLC, bringing 45 years of industry experience. His prior roles include positions at Commonwealth Financial Network, United Capital Financial Advisers, Girard Securities, and Ameriprise. He is also co-owner and CEO of Skeels & Fox Wealth Management, which facilitates securities, advisory, and insurance business, and operates Skeels and Wheels, LLC, a business combining advisory services with car enthusiast activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers comprehensive plan design, fiduciary consulting, and employee education services, supporting investments with thorough due diligence and serving notable clients including sovereign wealth funds.

Susan Bentley is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked with Principal Securities Inc. since 1989 and with Principal Life Insurance Co. since 1984. Bentley also serves as a Bank Officer for Principal Bank and Principal Trust Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jennifer Langstaff is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 66 licenses, with 31 years of industry experience. She has worked at Commonwealth Financial Network since 2023 and previously was with Independent Financial Group, LLC for ten years. Langstaff is also a co-owner of Legacy Retirement Advisors, a private entity involved in securities, advisory, and insurance services. 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 hundreds of thousands of clients. The firm offers a comprehensive adviser support platform with discretionary and nondiscretionary managed account programs, access to third-party asset managers, and a variety of investment options.

Robert Carey is a financial advisor at Cetera Planning Partners with 19 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at multiple firms, including Avantax and Cetera Wealth Services. Carey is also involved with Carey & Hanna CPAs and has served as a principal of Snarpezel.com, Inc. for over a decade. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services with a diversified investment approach tailored to client objectives and risk tolerance.

Joan Tozer is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 23 years of industry experience. She has worked at Cetera and its affiliated entities since 2013 and previously was employed by the US Census Bureau. Outside of her advisory role, she is an agent selling fixed insurance products including life insurance, annuities, and long-term care. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Bruce Williams is a CFP® professional with 25 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 17 years at Blakeslee & Blakeslee. Bruce operates out of Paso Robles, CA. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Chloe Feingold is a financial advisor at Edward Jones in Paso Robles, CA, holding a Series 66 designation with two years of industry experience. She has previously worked at Silicon Valley Bank and Onymos. Outside of her advisory role, Feingold mentors startups on go-to-market strategies and sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages a range of advisory programs and affiliated investment products, supported by a large network of financial advisors and branch offices.

Matthew Oppedahl is a financial advisor with Edward Jones in Templeton, California, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Craig Bonelli Jr. is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2012. Outside of his advisory role, he serves on the advisory board of St Rose of Lima Catholic School in Paso Robles, CA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and planning analyses tailored to client decisions.

Jeb Brown is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at Blakeslee & Blakeslee for 13 years before joining LPL Financial in 2017. Outside of his advisory work, Brown is also involved as a musician with Second Chance Lucky. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Charles Matthews is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and provides overlay and tax-efficient services while operating under a fiduciary standard.