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.

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.

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.

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.

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.

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.

Peter Giannini is a financial advisor at Independent Financial Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including First Allied Advisory Services, INC., The Thom Group, and PRUCO Securities, LLC. Outside of his advisory role, Giannini serves as a board member of The Black Brant Group, a nonprofit, and volunteers on the board of Morro Bay Pups, a local dog park organization. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm offers financial planning and portfolio management using both firm- and third-party models, combining strategic asset allocation with active and passive investment strategies.

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.

Jaquelyn James is a financial advisor with Centaurus Financial, Inc. She holds a Series 66 designation and has 11 years of industry experience. She has worked at Carey James & Associates since 2013. Outside of her advisory role, she serves as Director of Marketing for James Financial Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through a variety of discretionary and non-discretionary arrangements.

Kurt Jackson is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network and serving as owner of Central Coast Wealth Management since 2015. He is based in Arroyo Grande, CA. His background includes operating his own wealth management firm alongside his role at Commonwealth. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, along with operational and compliance support.

Stacey Stanek Byars is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Independent Financial Group since 2017 and has been associated with The Thom Group, a marketing DBA she is involved with, since 2013. Additionally, she works as an independent contractor offering various insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both active and passive investment exposures across multiple risk profiles.

Travis Loughridge is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and five years of industry experience. He has been with Bankers Life Advisory Services since 2020 and has worked at Bankers Life & Casualty since 2015. Outside of advising, he serves as a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Michael Smith is a financial advisor with Planmember Securities Corporation, holding a Series 63 designation and 38 years of industry experience. He has worked at Advantage Wealth Management since 2010 and at IRM Distributors, Inc. since 1997. He is also the sole proprietor of Advantage Wealth Management, where he is involved in financial sales including securities, insurance, and annuities. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education, support, and personalized planning services to plan sponsors and participants.

Patrick Corrigan is a CFP® with 12 years of industry experience, currently serving at Cerity Partners Retirement Plan Consultants since 2025. Prior to this, he worked at West Coast Financial, LLC from 2015 to 2025. Outside of his advisory role, Corrigan is a co-pilot for MarcAir, Inc., a private charter airline based in San Luis Obispo, CA. Cerity Partners Retirement Plan Consultants advises sponsors of defined contribution and defined benefit plans, providing fiduciary services, plan design, participant advice, and administrative support. The firm focuses on asset-allocation driven model portfolios and IPS-based monitoring, managing a significant portion of assets on a non-discretionary basis.

Stacy Korsgaden is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. She previously worked at Farmers Financial Solutions, LLC and Farmers Insurance Group. Outside of advising, she is a candidate in the campaign for California Insurance Commissioner. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and a broad client base. The firm offers managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services, utilizing both internally managed portfolios and third-party platforms.