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.

Meredith Collins is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with San Luis Wealth Advisors, where she has worked for one year, following prior roles at Cerro Pacific Wealth Advisors, Crew Wealth Management, LPL Financial, Bank of America, Merrill Lynch, and Central Coast Wealth Management. In addition to her advisory work, she is a notary public. San Luis Wealth Advisors is an independent registered investment adviser managing approximately $760 million in client assets for individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm offers comprehensive financial planning and portfolio management using a top-down investment approach that incorporates fundamental analysis, short-term trading, options strategies, and artificial intelligence tools.

Alyssa Hause is a CFP® professional with five years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. She has been with Hendershott Wealth Management since 2020 and also works with Family Wealth Consultants, Inc., where she prepares financial plans and handles client follow-up. Hendershott Wealth Management provides investment and planning services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm offers portfolio management, third-party asset manager selection, financial planning, and a financial coaching program, delivering tailored advice based on client objectives and risk tolerance.

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.

James Jackson is a financial advisor at Southland Equity Partners, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities from 2011 to 2023 and OSAIC since 2023. Jackson also serves as Vice President of D&J Jackson & Associates, Inc., where he focuses on clients' life insurance needs. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis to create customized portfolios, primarily managed on a discretionary basis.

Luke Kittinger is a CFP® with 13 years of industry experience, currently serving as a financial advisor at San Luis Wealth Advisors since 2020. His prior experience includes roles at Wells Fargo Clearing and Fidelity Investments. San Luis Wealth Advisors is an independent registered investment adviser managing approximately $760 million in client assets and serves individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm offers comprehensive financial planning and portfolio management with a top-down investment approach and uses tools such as fundamental analysis, options strategies, and artificial intelligence to support decision-making.

Suzette Rothberg is a CFP® with 36 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2017. She previously worked at Prestige Wealth Management and Securities America Inc. Rothberg also owns Suzette Rothberg Consulting LLC, where she provides practice management consulting and professional speaking engagements focused on communication skills for financial advisors. Additionally, she volunteers with the Foundation for Financial Planning, offering pro-bono financial planning services to cancer patients. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach centered on Modern Portfolio Theory and strategic asset allocation, and it offers a range of services including investment management, retirement planning, and ERISA consulting.

David Hock is a financial advisor with Arete Wealth Advisors, LLC in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Arete Wealth Advisors since 2008 and previously worked at Private Consulting Group, Inc. He is also a member of Green LLC, a private equity sponsor involved in public-private partnerships, and owns an 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 advisor-driven and proprietary model allocations while integrating affiliated financial businesses and product channels.

Patricia Phipps is a financial advisor at Kovack Advisors, Inc. with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2018, following prior roles at Mutual Securities Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. She is also a licensed insurance agent. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services using both internally created models and third-party managers.

Richard Peterson II is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Mutual Advisors since 2013 and previously at Mutual Securities, Inc. and Gunnallen Financial, Inc. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using a combination of active and passive strategies, employing various analytical methods and tools to tailor investments to client objectives, and is noted for its significant institutional work and broad service offerings.

Kevin Hemme is an advisor with AdvisorNet Wealth Partners in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Cetera, Old National Bank, Klein Bank, and LPL Financial. He is also the owner of Hemme Wealth Management and works as an insurance agent specializing in life, health, disability, annuities, and long-term care products. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs and offers both discretionary and non-discretionary management strategies.

Christopher Bleuher is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Congress Wealth Management, Domus Capital Group, Wells Fargo Clearing, UBS Financial Services, and Merrill. CW Advisors is a multi-team firm providing investment management, comprehensive wealth management, and family office services to a diverse client base, including individuals, trusts, estates, and institutional entities. The firm employs a Core-and-Satellite investment approach utilizing a blend of active, passive, quantitative, and ESG strategies, with centralized investment oversight and connections to a larger corporate group offering additional fiduciary and alternative investment services.

Karen Cassidy is a Series 65-licensed financial advisor with five years of experience at Financial Gravity Family Office Services, LLC. She is also president of Clark & Cassidy, an accounting and tax services business she has led since 2013. In addition to her advisory work, Cassidy manages insurance-related activities as an independent agent for Financial Gravity Enhanced Markets, LLC. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach, including fundamental, technical, and cyclical analysis, and frequently uses third-party sub-advisors and model portfolios.

Nicholas Boetjer is a financial advisor at Arete Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo in various capacities from 2005 to 2021 before joining Arete Wealth Advisors in 2021. He is also involved in fixed insurance sales on a part-time basis. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party money managers into its offerings.

Carin Barnes is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 designations and one year of industry experience. She has worked at Commonwealth Financial Network and ARTHA Wealth Advisors since 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs and access to third-party asset managers, and provides a range of investment options along with custody and clearing services.

Stephen Maguire is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 54 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory work, he is a co-owner of SM2 Trust, LLC, which provides professional fiduciary services, and serves as a trustee for the Goodhines Revocable Trust. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and comprehensive back-office services to individual and institutional clients.

Sean Maguire is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing nine years of industry experience. He has been with Commonwealth and operates Maguire Investments since 2016. Outside of his advisory role, Sean has worked as a residential real estate sales agent with Compass in San Luis Obispo, CA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing over $210 billion in assets. The firm provides a broad platform of managed-account programs, third-party asset manager access, and custody services, supporting advisors in implementing portfolios through internal or external management.

John Paul Stornetta is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He has been with Commonwealth since 2015 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a co-owner of Maguire Investments, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party managers, and custody services.

Edward Silva is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is a co-owner of Maguire Investments, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions including discretionary model portfolios and personalized indexing options.