Sergio Holguin is a financial advisor at NWM Advisors, LLC with five years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining NWM Advisors in 2019, he worked at The Tribune Newspaper for 17 years. NWM Advisors, LLC provides investment advisory services to individuals, trusts, retirement plans, and business entities, managing approximately $329 million in client assets. The firm employs a strategic asset allocation approach combined with fundamental, technical, and cyclical analysis, and offers retirement plan consulting while adhering to ERISA fiduciary duties.

Wyatt Lewis is a financial advisor with Lewis Financial, LLC in San Luis Obispo, CA, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2005 and started providing investment advisory services through Lewis Financial in 2024. Lewis Financial primarily serves individual and high-net-worth clients, offering fee-based investment advisory services and personalized financial planning. The firm utilizes both discretionary and non-discretionary management approaches, integrating fundamental and technical analysis, and employs LPL Financial-sponsored programs for portfolio construction and implementation.

Kevin Nichols is a financial advisor with NWM Advisors, LLC, holding a Series 63 designation and bringing 32 years of industry experience. He previously worked at Nichols Wealth Management, Inc. and LPL Financial, LLC. Outside of his advisory work, he owns and operates a land management business in San Luis Obispo, California. NWM Advisors, LLC provides investment advisory services to individuals, trusts, retirement plans, and business entities, managing approximately $329 million in client assets. The firm emphasizes strategic asset allocation and combines fundamental, technical, and cyclical analysis in portfolio construction while offering retirement plan consulting and 529 account management.

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.

Gavin Benbrook is a financial advisor at San Luis Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining San Luis Wealth Advisors in 2021, he worked at MINDBODY, Inc. and Lululemon athletica. San Luis Wealth Advisors provides investment management and financial planning services to a diverse client base, including individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a top-down investment approach and offers customized financial plans, managing assets across a variety of instruments to meet client objectives.

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.

Rasheem Banks is a CFP® professional with 13 years of industry experience, currently serving at San Luis Wealth Advisors. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, where he spent over a decade. San Luis Wealth Advisors provides investment management and financial planning services to a diverse client base including individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a predominantly top-down investment approach, utilizing a variety of instruments and focusing on customized financial planning and discretionary portfolio management.

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.

Jennifer Chesini is a CFP® with 17 years of industry experience. She is currently with San Luis Wealth Advisors and has previously worked at Cerro Pacific Wealth Advisors, LLC and Wells Fargo Clearing Services, LLC. San Luis Wealth Advisors provides investment management and financial planning to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a predominantly top-down investment approach and offers customized financial plans, managing over $700 million in assets across discretionary accounts.

Travis Domingues is a financial advisor at Corvus Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked in the hospitality sector at The Cliffs Hotel and Spa and Skyview Hotel LLC. Outside of financial advising, he provides pet care services through the app Rover. Corvus Wealth Advisors serves individual clients, trusts, estates, nonprofits, corporations, and retirement plan sponsors, offering financial planning, investment management, retirement consulting, tactical cash management, and 1031 exchange services.

Alison Shannon is a CFP® with nine years of industry experience, currently serving at Corvus Wealth Advisors LLC since 2021. She previously worked at Garcia Wealth Management Group, Inc. for seven years. Alison is a member of the Board of Directors for the Paso Robles & Templeton Chamber of Commerce, where she helps establish and oversee annual goals and policy development. Corvus Wealth Advisors LLC is a mid-sized advisory team managing approximately $870 million for individuals, trusts, non-profits, and corporations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, employing a mix of active and passive funds, tactical allocations, and sub-advisors to build customized portfolios.

Brianna Ferguson is a CFP® and holds the Series 66 designation, with 13 years of industry experience. She has worked at Cerro Pacific Wealth Advisors, LLC since 2020 and previously held roles at Central Coast Wealth Management, Commonwealth, Wells Fargo Clearing, and OSAIC Services, Inc. Outside of her advisory work, she is the CEO and co-owner of a cattle ranch in Creston, California. Cerro Pacific Wealth Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and select corporate entities. The firm employs a fiduciary, client-focused approach combining asset allocation, portfolio monitoring, and a range of investment strategies including use of third-party managers and complex instruments consistent with client objectives.

Craig Darnell is a CFP® with 24 years of industry experience currently serving at Blakeslee & Blakeslee Financial Advisers Inc. He has worked at Blakeslee & Blakeslee since 2002 and with the affiliated advisory firm since 2017. Outside of his advisory role, Craig is a Director on the Cuesta College Foundation Board, where he participates in quarterly meetings and helps with the foundation's strategic planning. Blakeslee & Blakeslee Financial Advisers, Inc. serves individuals, families, trusts, charitable organizations, and businesses, including high-net-worth clients, through integrated portfolio management and financial planning. The firm uses individualized investment policies and a combination of fundamental analysis, modern portfolio theory, and quantitative metrics, maintaining a long-term buy-and-hold approach with options for ESG/SRI screens.

Tracy Miu is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. She has worked at Commonwealth Financial Network since 2016, with a brief break between 2022 and 2026, and concurrently operates WS Tax, LLC, providing tax preparation services. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while advisors maintain discretion over client portfolios.

Joel Askew is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Edward Jones from 2014 to 2022, San Luis Wealth Advisors from 2022 to 2025, and currently is with Anchor Point Financial. He is based in San Luis Obispo, CA. San Luis Wealth Advisors LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm uses a predominantly top-down investment approach with customized financial plans and discretionary portfolio management.

Daniel Speirs is a financial advisor at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA, holding a Series 66 designation with 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and RBC Capital Markets. Speirs serves as co-trustee for two family accounts. Cerro Pacific Wealth Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and certain corporate entities. The firm combines asset allocation and portfolio monitoring with fundamental, quantitative, and technical analysis, utilizing both in-house advice and third-party managers while employing strategies consistent with clients’ objectives and risk tolerance.