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.

Bradley Goodwin is a financial advisor at San Luis Wealth Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he has a minority ownership in an online activewear retailer, Left Lane Sports. San Luis Wealth Advisors 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.

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.

Meredith Collins is a financial advisor with San Luis Wealth Advisors in San Luis Obispo, CA, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Cerro Pacific Wealth Advisors, Crew Wealth Management, LPL Financial, Bank of America, Merrill Lynch, and Central Coast Wealth Management. Outside of her advisory work, she is a notary public. San Luis Wealth Advisors provides investment management and financial planning services to a diverse client base, including individuals, families, trusts, and businesses. The firm uses a predominantly top-down investment approach, employing various instruments such as REITs, MLPs, and private placements to suit client objectives.

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.

Luke Kittinger is a CFP® with 12 years of experience in the financial industry. He currently works at San Luis Wealth Advisors and previously held positions at Wells Fargo Clearing and Fidelity Investments. San Luis Wealth Advisors LLC is an independent registered investment adviser managing approximately $760 million in client assets. The firm serves individuals, families, trusts, charitable organizations, businesses, and pension plans, offering comprehensive financial planning, portfolio management, and retirement-plan fiduciary services. Their investment approach uses a predominantly top-down methodology with fundamental analysis, employing tools such as options strategies and artificial intelligence under human oversight.

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.

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.

Steven Ocheltree is a financial advisor with RB Capital Management, LLC and holds CPA credentials. He has six years of industry experience and also operates Ocheltree CPA, an accounting firm in Morro Bay, CA. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, with an emphasis on asset allocation, diversification, and personalized portfolio construction.

David Hock is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Arete Wealth Advisors since 2008 and is also involved with Center Street Advisors, Inc. and Center Street Securities, Inc. Outside of his advisory role, he is a member of Green LLC, a private equity sponsor, and owns an insurance agency, Arete Shield Insurance Agency. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service offering.