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.

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.

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.

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.

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.

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 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Trellis Wealth Advisors since 2014. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, as well as trusts, endowments, foundations, and employer-sponsored retirement plans. The firm focuses on long-term strategic asset allocation and passive, buy-and-hold portfolios using low-cost mutual funds and ETFs, typically managing larger, higher-net-worth portfolios with individualized oversight.

Tyler Sanchez is a financial advisor at The Rice Partnership, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, UBS Financial Services, and Domus Capital Group. Prior to his advisory career, he was involved with the San Luis Obispo Country Club and California Polytechnic State University. The Rice Partnership serves individuals, pension and profit-sharing plans, businesses, and charitable organizations with discretionary portfolio management, financial planning, and estate-planning assistance. The firm emphasizes tax-aware, long-term investment strategies and supplements its core offerings with external managers and specialized services.

Sam Blakeslee is a CFP® with 30 years of experience in the financial services industry. He is President of Blakeslee & Blakeslee Financial Advisers Inc. and has been with the firm since 2016. Prior to that, he worked at Blakeslee And Blakeslee Inc. for over 30 years and served at Cal Poly from 2014 to 2017. He serves on the board of Common Cause in an unpaid capacity. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm uses a data-driven investment approach based on fundamental analysis, modern portfolio theory, and quantitative metrics, managing discretionary portfolios primarily through Charles Schwab.

Taylor Stilson is a Series 66-licensed advisor at Blakeslee & Blakeslee Financial Advisers Inc. with two years of industry experience. He has worked at Blakeslee & Blakeslee, Inc. and Pacific Premier Bank prior to his current role. Blakeslee & Blakeslee Financial Advisers, Inc. serves individuals, families, trusts, charitable organizations, and businesses, including high-net-worth clients. The firm offers integrated portfolio management combined with financial planning and retirement consulting, using a long-term, fundamental analysis approach that incorporates quantitative metrics and ESG/SRI screens on request.

Katelin Mahoney is a financial advisor at Corvus Wealth Advisors LLC in San Luis Obispo, CA. She holds a Series 65 designation and has been with Corvus since 2024. Prior to joining the firm, she completed a graduate program and served with Cal Poly AmeriCorps. 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 mix of actively and passively managed funds, tactical allocations, and option strategies, and offers specialized services such as 1031 exchange consulting and Tactical Cash Management.

Gregory Giauque is a financial advisor with SFE Investment Counsel Inc. in San Luis Obispo, CA, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He worked at SYBCI from 2015 to 2023 before joining SFE Investment Counsel, where he has been since 2023. SFE Investment Counsel provides individualized investment supervisory services to a range of clients including individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm’s approach centers on asset allocation and a total-return orientation with concentrated portfolios that combine fundamental, technical, and cyclical analysis alongside fixed-income laddering.