Cerro Pacific Wealth Advisors, LLC

Brianna Ferguson is a CFP® and holds the Series 66 designation, with 13 years of industry experience. She has worked at Cerro Pacific Wealth Advisors, LLC since 2020 and previously held roles at Central Coast Wealth Management, Commonwealth, Wells Fargo Clearing, and OSAIC Services, Inc. Outside of her advisory work, she is the CEO and co-owner of a cattle ranch in Creston, California. Cerro Pacific Wealth Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and select corporate entities. The firm employs a fiduciary, client-focused approach combining asset allocation, portfolio monitoring, and a range of investment strategies including use of third-party managers and complex instruments consistent with client objectives.

Daniel Speirs is a financial advisor with Cerro Pacific Wealth Advisors, LLC, holding a Series 66 credential and 24 years of industry experience. His prior work includes roles at Wells Fargo Clearing and RBC Capital Markets. Outside of his advisory work, he serves as co-trustee for two family accounts. Cerro Pacific Wealth Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and certain corporate entities. The firm manages over $531 million in discretionary assets using a fiduciary process that incorporates asset allocation, portfolio monitoring, and both in-house and third-party management strategies, including complex instruments aligned with client objectives.

Lyle Meek is a financial advisor with Cerro Pacific Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has previously worked at Wells Fargo Clearing and RBC Capital Markets. Meek serves as chair of the investment committee for the San Luis Coastal Education Foundation, a nonprofit supporting public schools. Cerro Pacific Wealth Advisors provides investment advisory and planning services to individuals, trusts, retirement plans, and select corporate entities. The firm combines asset allocation and portfolio monitoring with fundamental, quantitative, and technical analysis, utilizing both in-house advice and third-party managers to implement tailored investment strategies.

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.