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.

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.

Lyle Meek is a financial advisor with Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and RBC Capital Markets. He serves as chair of the investment committee for the San Luis Coastal Education Foundation, a nonprofit supporting community public schools. Cerro Pacific Wealth Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and corporate entities. The firm employs a fiduciary, client-focused approach that integrates asset allocation, portfolio monitoring, and both in-house and third-party management, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Ashley Boone is a CFP® professional with 17 years of industry experience, currently advising at WealthSpring in San Luis Obispo, CA. His background includes roles at Commonwealth Financial Network, Pacific Select Distributors, and Pacific Life Insurance Company. He also provides tax preparation services through WS Tax, LLC. WealthSpring Partners serves individual investors, pension plans, charitable organizations, and businesses by offering investment advisory, financial planning, retirement-plan consulting, and portfolio management. The firm employs a primarily discretionary asset-management process combining various analytical methods and maintains multiple offices while utilizing AI-driven tools and related tax services.

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.

Jay Douglas is a CFP® and ChFC® with 26 years of industry experience. He is currently with WealthSpring, where he has worked for 10 years, and previously spent 13 years at Commonwealth Financial Network. Douglas is also the owner and tax preparer of WS Tax LLC and serves as a board member of the Slo Noor Foundation, a nonprofit focused on providing access to health care services. WealthSpring is a team-based firm with four advisors that offers financial planning and investment services.

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.

Robert Garcia is a CFP® with 28 years of industry experience, currently serving as an advisor at Corvus Wealth Advisors LLC since 2021. His prior roles include positions at Evolve Retirement Plan Solutions, Garcia Wealth Management Group, and LPL Financial. Garcia serves on the boards of the Cuesta College Foundation and the Community Foundation of San Luis Obispo County. Corvus Wealth Advisors LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a mix of active and passive investment strategies, tactical allocations, and option strategies, and offers specialized services such as 1031 exchange consulting and Tactical Cash Management.

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.

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.

Carolyn Herzog is a CFP® and CFA® with 10 years of industry experience. She has worked at Corvus Wealth Advisors LLC since 2021 and previously at Compass Financial Planning, LLC from 2016 to 2021. Corvus Wealth Advisors is an SEC-registered firm serving individual clients, trusts, estates, nonprofits, corporations, and retirement plan sponsors. The firm offers customized financial planning and investment management using a mix of active and passive strategies, tactical cash management, and 1031 exchange consulting.

Anthony Leonti is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Corvus Wealth Advisors LLC, where he has worked since 2024, following four years at UBS Financial Services. Corvus Wealth Advisors is an SEC-registered firm serving individuals, trusts, estates, nonprofit organizations, corporations, and retirement plan sponsors. The firm provides customized investment management, financial planning, retirement plan consulting, tactical cash management, and 1031 exchange services using a combination of active and passive strategies and third-party managers.

Stephanie Kemp is a financial advisor with Corvus Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Garcia Wealth Management Group for eight years before joining Corvus in 2021. Ms. Kemp volunteers with United Way to teach financial literacy to high school seniors and serves as a mentor with the American Retirement Association’s Thrive Mentor Program. Corvus Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, non-profits, corporations, and plan sponsors. The firm employs a combination of actively and passively managed funds, tactical allocations, option strategies, and uses both long- and short-term trading, managing approximately $870.6 million across about 325 client relationships.

Timothy Reyna is a CFP® professional with six years of industry experience, currently part of the advisor team at Cerro Pacific Wealth Advisors, LLC. He previously worked at Schwab Wealth Advisory and Charles Schwab. Outside of finance, Reyna serves as a soccer referee for the Arizona State Referee Administration and the Arizona Interscholastic Association. Cerro Pacific Wealth Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and certain corporate entities. The firm combines a fiduciary, client-focused approach with comprehensive portfolio management and uses both in-house advice and third-party managers, including tactical allocations and complex instruments when suitable.

Brynne Speizer is a CFP® professional at Corvus Wealth Advisors LLC with five years of industry experience. She previously worked at EP Wealth Advisors, LLC and Wacker Wealth Partners. Before entering financial advising, she spent two years with City Year. Corvus Wealth Advisors LLC offers investment management, financial planning, and retirement plan consulting to individuals, trusts, non-profits, corporations, and plan sponsors. The firm uses a combination of actively and passively managed funds, tactical allocations, and option strategies, and provides specialized services such as 1031 exchange consulting and Tactical Cash Management.

Christopher Coates is a financial advisor with SWMG, LLC, holding a Series 66 designation and 11 years of industry experience. He previously worked for Blakeslee & Blakeslee Financial Advisers Inc. and has served as a commissioner on the City of San Luis Obispo Revenue Enhancement Oversight Committee. Coates also volunteers as an instructor with Operation Hope in Los Angeles. SWMG serves individual clients, trusts, estates, retirement accounts, and business entities with financial planning, investment management, tax-overlay services, and estate-document preparation. The firm employs third-party model portfolios and unified managed accounts, conducts quarterly portfolio reviews, and integrates technology into client interactions.