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.

Carrie Miller is a financial advisor at Trellis Wealth Advisors, LLC in San Luis Obispo, CA, with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Trellis Wealth Advisors since 2014. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, focusing on long-term strategic asset allocation through diversified, low-cost mutual funds and ETFs. The firm serves clients with managed-account portfolios typically around $5 million and offers retirement-plan advice and fiduciary services.

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.

Brittany Damico is a financial advisor at Natural Investments with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including O-Six Impact Partners LLC and ACA Global. Outside of her advisory career, she has worked as a yoga instructor since 2019. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm manages approximately $2.05 billion and emphasizes asset-class diversification and socially responsible investments within a long-term, Modern Portfolio Theory-based framework.

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.

Brianna Ferguson is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Cerro Pacific Wealth Advisors, LLC since 2020 and previously worked at Central Coast Wealth Management and Commonwealth from 2016 to 2020. Outside of financial advising, she is a co-owner and CEO of a cattle ranch, managing its day-to-day operations. Cerro Pacific Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities, managing approximately $531 million in client assets. The firm uses a blend of fundamental, quantitative, technical, and cyclical analyses, employing strategic asset allocation and various trading strategies tailored to clients’ 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.

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 with 24 years of industry experience. He holds the Series 66 designation and has worked at Cerro Pacific since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as co-trustee for two family accounts. Cerro Pacific Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities. The firm manages approximately $531 million in client assets, employing a range of analytical methods and trading strategies tailored to client objectives.

Lyle Meek is a financial advisor at Cerro Pacific Wealth Advisors, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Cerro Pacific in 2020. Outside of his advisory role, he serves as chair of the investment committee for the San Luis Coastal Education Foundation and is a board member of a local homeowners association and mutual water company. Cerro Pacific Wealth Advisors offers portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and business entities, managing approximately $531 million in client assets. The firm employs a diverse range of analytical methods and investment strategies, including the use of third-party managers and specialized trading techniques, and serves niche corporate clients with tailored investment management solutions.

David Cryden is a CFP® professional with 42 years of industry experience, currently affiliated with Blakeslee & Blakeslee Financial Advisers Inc. He has been with Blakeslee & Blakeslee Inc. since 1983 and worked at Blakeslee & Blakeslee Financial Advisers Inc. from 2017 to 2018. Outside of his primary role, David serves without compensation as an investment advisor representative for a small number of former Wedbush Securities clients and acts as an investment representative for a family trust. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm employs a data-driven investment process based on fundamental analysis and modern portfolio theory, managing portfolios typically on a discretionary basis with custodial services through Charles Schwab.

Tricee Wright is a financial advisor at Blakeslee & Blakeslee Financial Advisers Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with Blakeslee & Blakeslee since 1998. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm’s investment approach is data-driven, utilizing fundamental analysis, modern portfolio theory, and quantitative metrics, with discretionary portfolio management primarily through Charles Schwab.

Stephen Hiltscher is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Blakeslee & Blakeslee since 1998 and with the affiliated advisory firm since 2017. Outside of his advisory role, he serves as a volunteer board member of the Templeton West Homeowner’s Association. Blakeslee & Blakeslee Financial Advisers, Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm’s investment process uses fundamental analysis, modern portfolio theory, and quantitative metrics, typically managing portfolios on a discretionary basis through Charles Schwab and offering integrated solutions including retirement plan consulting and brokerage facilitation.

Dennis Jackson is a financial advisor at Southland Equity Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc., FSC Securities Corporation, and has operated D&J Jackson & Associates, Inc. since 2003. Outside of financial advising, he teaches massage therapy and compassionate communication and is a fine art photographer. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers financial planning, direct asset management, and retirement plan consulting, using a combination of fundamental and technical analysis to manage mostly discretionary portfolios.

Deirdre Torres is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Blakeslee & Blakeslee Financial Advisers Inc. since 2017 and has worked with the affiliated firm Blakeslee & Blakeslee, Inc. since 2005. Blakeslee & Blakeslee Financial Advisers Inc. provides investment advisory and financial planning services to individuals, families, trusts, nonprofit organizations, and businesses. The firm employs a data-driven investment process grounded in fundamental analysis and modern portfolio theory, managing accounts primarily on a discretionary basis through Charles Schwab and offering integrated portfolio management, retirement plan consulting, and brokerage facilitation.