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 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.

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® practitioner with six years of industry experience, currently advising at Cerro Pacific Wealth Advisors, LLC. Prior to joining Cerro Pacific, he worked at Schwab Wealth Advisory and Charles Schwab. Outside of his financial advisory role, he serves as a soccer referee for the Arizona State Referee Administration and the Arizona Interscholastic Association. Cerro Pacific Wealth Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, retirement plans, and business entities. The firm manages approximately $531 million in client assets using a combination of fundamental, quantitative, technical, and cyclical investment approaches tailored to client objectives.

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 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.

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, 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.

Paul Arthur is a CFP® professional with 38 years of industry experience, currently serving at Wedbush Securities Inc. since 2011. He holds a Series 63 license and is based in Los Osos, CA. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining broker-dealer functions with capital markets, custody, clearing, and prime services across multiple asset classes.

Patricia Phipps is a financial advisor with Kovack Advisors, Inc. in Grover Beach, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Kovack Advisors and Kovack Securities since 2018 and previously spent nine years at Mutual Securities Inc. Phipps is also a licensed insurance agent in California, dedicating a portion of her time to related activities. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, while also offering third-party manager recommendations, financial planning, and account aggregation services.

Richard Peterson II is a financial advisor with Mutual Advisors, LLC in San Luis Obispo, CA. He holds Series 63 and Series 66 designations and has 28 years of industry experience. Peterson has been with Mutual Advisors since 2013 and previously worked at Mutual Securities, Inc. from 2010 to 2021. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers asset management, financial consulting, ERISA plan advisory, and other services, utilizing a mix of passive and active investment strategies tailored to client objectives.

Kevin Hemme is a financial advisor with Advisornet Wealth Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has held roles at firms including Cetera, LPL Financial, Old National Bank, and Klein Bank, and operates Hemme Wealth Management, a financial services business focused on planning, investment management, and insurance. Hemme is also active as an insurance agent, selling life, health, disability, annuities, and long-term care products. Advisornet Wealth Partners offers investment management, financial planning, retirement-plan consulting, and advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may utilize sub-advisors and model portfolios to meet client objectives.

Christopher Bleuher is a financial advisor with CW Advisors, LLC in Avila Beach, CA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior firms include Domus Capital Group, LLC and Congress Wealth Management, LLC. CW Advisors serves a wide range of clients including individuals, high-net-worth families, trusts, estates, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, with investment manager oversight conducted by an Investment Oversight Committee.

Karen Cassidy is a financial advisor with Financial Gravity Family Office Services, LLC, holding a Series 65 credential and four years of industry experience. She is also the President of Clark & Cassidy, a separate accounting and tax services business she has led since 2013. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios while maintaining client oversight.

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.

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.

Richard Fogal is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked previously at Personal Capital Advisors Corporation and Edward Jones. Outside of finance, he was involved with Lowdown Brewery for four years. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm employs an integrated model linked to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.