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.

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.

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.

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.

Heather Ulz is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Simplicity Wealth, she worked at LifePro Asset Management and VOYA Financial Advisors. She previously served as treasurer and board member for the ALS Association Greater San Diego Chapter. Simplicity Wealth provides advisory services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios managed through a proprietary platform that includes due diligence on third-party managers.

Parker Weimar is a financial advisor at Simplicity Wealth with a Series 65 designation and two years of industry experience. His prior work includes roles at LifePro Asset Management LLC and BlackRock Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms such as third-party advisors and broker-dealers. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, provides model portfolios with ongoing monitoring and rebalancing, and combines advisory services with technology and operational support for other advisers.

Paul Arthur is a CFP® with 38 years of industry experience. He has worked at Wedbush Securities Inc. since 2011 and previously spent 12 years at Maxwell Noll Investment Advisors. He holds a Series 63 license and is based in Los Osos, CA. Wedbush Securities Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and broker-dealer services including wealth management, fixed income, commodities, and capital markets. The firm provides tailored portfolio management and conducts due diligence on third-party managers while also offering custodial, clearing, and prime services.

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.

John Mcmanus IV is a CFP® with 25 years of experience in the financial industry. He is currently with Sowell Management and also associated with WealthSource Partners, LLC. Prior to these roles, he spent 20 years at Edward D. Jones & Co., L.P. Mcmanus is a sole proprietor involved in insurance sales and owns a wealth advisory business, Central Coast Wealth Advisors LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

David Julian is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at LifePro Asset Management for eight years. Julian is also involved with LifePro Financial, where he serves as a statistician. Simplicity Wealth provides advisory services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm utilizes a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with additional services such as tax optimization and customized investment screening.

David La Rue is a financial advisor at Cornerstone Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and LPL Financial prior to joining Cornerstone in 2016. Outside of his advisory role, he is involved in agricultural business and livestock consulting through American Innovative Resources. Cornerstone Wealth Management serves individuals, trusts, estates, pension plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm uses a multi-brand model and integrates in-house advisors, third-party portfolio managers, and algorithm-driven models to deliver tailored investment advice and continuous account supervision.

Kevin Hemme is a financial advisor with AdvisorNet Wealth Partners and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has previously worked at firms including Cetera, Old National Bank, Klein Bank, and LPL Financial. Hemme is owner and operator of Hemme Wealth Management and is also involved in fixed insurance sales. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using a range of investment vehicles and offers both discretionary and non-discretionary management, serving clients across a broad spectrum of wealth levels.

Brian Manderscheid is a Series 65 licensed financial advisor with nine years of industry experience. He is currently with Simplicity Wealth, where he has worked since 2025; prior to that, he was with LifePro Asset Management and LifePro Financial Services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm uses a fund-of-funds investment approach primarily employing ETFs and mutual funds, alongside model portfolios that are regularly monitored and rebalanced, and offers technology and operational support to other advisers through its managed account platform.

Christopher Bleuher is a financial advisor at CW Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Congress Wealth Management, Domus Capital Group, Wells Fargo Clearing, UBS Financial Services, and Merrill. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base such as individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG-oriented strategies, and offers services through its CW Advisor Solutions division and related affiliates.

John Mc Manus V is a financial advisor at Sowell Management with a Series 65 designation and two years of industry experience. He has held roles at Central Coast Wealth Advisors d/b/a Cayucos Wealth since 2021 and has been self-employed since 2014. His background includes positions at California Polytechnic State University and Edward Jones. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment advisor representatives.

Kevin Nuber is a Series 65-licensed financial advisor at Simplicity Wealth with nine years of industry experience. He previously worked at LifePro Asset Management for eight years and has been associated with LifePro Financial Services since 2004. Outside his advisory role, he is involved with an insurance marketing agency that sells fixed life insurance and annuity products. Simplicity Wealth serves a wide range of clients, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, supported by technology and operational services for advisers through its managed account platform.

David Lester is a Series 65 licensed advisor at Simplicity Wealth with one year of industry experience. His previous roles include positions at LifePro Asset Management and My Solo 401K Financial. Simplicity Wealth serves a broad range of clients including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offers model portfolios with ongoing monitoring and rebalancing, and provides technology and operational services for advisers through a managed account platform.

Paul Reaburn is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds Series 63 and Series 65 credentials and previously served as president of Thinktum, a non-investment related company, from 2020 to 2024. His prior roles include positions at LifePro Asset Management and Foresters Financial. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as a technology-driven platform for advisers.

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.