Paul Crosbie is the principal advisor at WealthMap Planning in San Luis Obispo, CA. He holds the PFS™ designation and Series 65 license and has a background in corporate finance, currently serving as Vice President of Finance and Strategy at Harris Farms, Inc., a farming and hospitality business. He has been associated with Harris Farms since 2014. WealthMap Planning is a fee-only advisory firm that provides comprehensive financial planning services to individuals and high-net-worth clients through a 12-month engagement. The firm emphasizes a passive, asset-allocation approach grounded in Modern Portfolio Theory and does not take custody of client funds or provide discretionary investment management.

Cole Stevens is a financial advisor at Burkart & Stevens Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Burkart & Stevens Wealth Management since 2016, with prior experience at H.D. Vest Advisory Services and Burkart & Associate. In addition to his advisory role, Stevens serves as president of an affiliated accountancy corporation that provides accounting, tax preparation, and payroll services. Burkart & Stevens Wealth Management offers financial planning and portfolio management primarily on a non-discretionary basis to individual clients, including high-net-worth households. The firm integrates comprehensive financial planning with accounting and tax services through its affiliated accountancy corporation, and it collaborates with third-party managers to provide tailored investment solutions.

Brooke Salvini is a CFP® and PFS™ credentialed advisor with 16 years of experience. She is the principal of Salvini Financial Planning, a single-advisor firm she has led since 2020, following prior work at Salvini Financial Planning/Consulting. Salvini serves on several professional committees, including the California Society of CPAs Investment Committee and the AICPA Personal Financial Planning Executive Committee, and is president of The All-Star Financial Group, a nonprofit personal financial planning study group. Salvini Financial Planning provides asset management, financial planning, retirement plan consulting, and tax preparation services for individuals, families, small businesses, and employee benefit plans. The firm uses strategic asset allocation with a preference for no-load mutual funds and ETFs, offers discretionary portfolio management, and integrates tax compliance into its advisory services.

Zachary Seidman is a financial advisor at Phase Line Financial, an independent advisory firm. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to founding Phase Line Financial in 2023, he worked at Barrett Financial Group and several mortgage and insurance firms. He is also a licensed life insurance agent, dedicating part of his professional time to insurance sales. Phase Line Financial provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a tailored investment approach combining passive management with fundamental and technical analysis within a Modern Portfolio Theory framework.

Robert Hather is a financial advisor with 32 years of industry experience, currently operating under his own firm, HATHER, Robert K, in San Luis Obispo, CA. He holds Series 63 and Series 65 licenses and has worked with Wachovia Securities, LLC since 2003. He also serves as a trustee for several family trusts. Hather provides discretionary and non-discretionary investment management primarily for high-net-worth individuals, corporations, and retirement accounts. The firm employs a value-oriented, security-specific investment approach, constructing concentrated portfolios and tailoring strategies to client objectives and risk profiles.

Andrew Wright is the sole advisor at Wright Wealth Strategies, LLC in San Luis Obispo, CA, holding a Series 63 designation with 29 years of industry experience. His career includes long-term roles at LPL Financial and NWM Advisors, with his independent advisory firm established in 2019. Wright Wealth Strategies serves individuals, trusts, estates, charitable foundations, corporations, and retirement plans, offering discretionary asset management, unified managed account programs, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis with multiple asset-allocation strategies tailored to client objectives, utilizing a range of investment vehicles including equities, fixed income, ETFs, mutual funds, structured products, and private securities.

William Buckingham is a CFP® and holds a Series 63 license, operating as the sole advisor at W. C. Buckingham, CPA in Arroyo Grande, CA. He has been with the firm since 1993, totaling 33 years of experience in accounting and investment advisory services. W. C. Buckingham, CPA is a fee-only accounting and investment advisory practice serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach combining passive index funds and ETFs with selective active managers, and offers both project-based financial plans and ongoing advisory services integrated with accounting and tax considerations.

Daniel Herron is a CFP® and PFS™ with six years of industry experience, currently serving as the sole advisor at Elemental Wealth Advisors, LLC in San Luis Obispo, CA. He previously worked at Wacker Wealth Partners and Caliber Accounting and Tax, and is also a principal at BBFS, Inc., owner of BB Payroll, Inc., and a consultant for the startup Reconcile Money. Elemental Wealth Advisors provides investment management, financial planning, and employee benefit plan services to individuals, high-net-worth clients, pension and profit-sharing plans, employer plan sponsors, and charitable organizations. The firm emphasizes client-specific investment policies and primarily passive strategies, with a notable focus on small-business and plan-sponsor advisory services supported by the principal’s combined financial planning and accounting expertise.

Eric Maldonado, CFP®, MBA, a Fee-Only Financial Planner, is located in San Luis Obispo, CA serving clients both locally and virtually across the US. Aquila Wealth Advisors provides financial planning to help business owners and families build, manage, and protect their assets throughout all seasons of life. Eric Maldonado is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. We have a specialty in serving business owners and near-retirees. We help you maximize your income and revenue while aligning finances with your values and goals. We work with you in coordination with your tax, legal, and insurance professionals to customize and implement a plan unique to you, your family, and your business.

Lance Parker is the sole advisor at Lance Parker Wealth Management in San Luis Obispo, CA, holding Series 63 and Series 65 designations with 27 years of industry experience. He has led Parker Wealth Advisory Services since 2011. His firm provides investment supervisory services and financial planning to individuals, high-net-worth clients, and trusts, estates, and charitable organizations. The investment approach features global asset allocation with a combination of long- and short-term trading across various asset classes, managing assets on a non-discretionary basis and delivering financial plans primarily as one-time engagements unless additional services are requested.

David Madanat is the principal advisor at Madanat Financial Services in San Luis Obispo, CA. He holds a Series 65 designation and has eight years of industry experience, including prior roles at Glenn Burdette and Right Brain Money. His background also includes periods of self-employment and work outside the financial sector. Madanat Financial Services is a state-registered advisory firm that provides comprehensive financial planning and investment management to individual clients, focusing on non-high-net-worth households. The firm emphasizes custom financial planning based on detailed client data and employs a combination of fundamental, technical, and cyclical analysis in its investment recommendations, managing portfolios on a non-discretionary basis with client approval required for transactions.

Kevin Teixeira is the principal advisor at Teixeira Wealth Management LLC in San Luis Obispo, CA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Eagle Strategies and New York Life. Outside of his advisory role, he is involved in insurance services and real estate investment and development. Teixeira Wealth Management LLC provides discretionary and non-discretionary asset management primarily to individual and high-net-worth clients. The firm employs both fundamental and technical analysis in managing tactical equity and ETF-based asset allocation portfolios, and also offers 529 college savings plan advisory services.

Kristin Rasmussen is a CFP®-certified financial advisor with 25 years of industry experience. She founded Kmr Wealth Advisory, LLC in 2014 and serves as its sole advisor. The firm operates as an independent advisory with a focus on non-discretionary investment advice and financial planning. Kmr Wealth Advisory serves individual and high-net-worth clients as well as pension and profit-sharing plans. The firm’s investment approach emphasizes structured asset-class portfolios and modern portfolio theory, with recommendations typically implemented by clients or through subadvisers and model portfolios.

Kevin Okimoto is a financial advisor at Trellis Wealth Advisors, LLC in San Luis Obispo, CA, holding a Series 65 designation with 15 years of industry experience. He has been with Trellis Wealth Advisors since 2010. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, focusing on long-term strategic asset allocation through diversified, low-cost mutual funds and ETFs. The firm typically manages discretionary portfolios and offers retirement-plan advice and fiduciary services, with a four-member investment committee and routine use of third-party managers for specialized client needs.

William Crew is a CFP® professional with over 32 years of experience in the financial services industry. He is the principal advisor at Crew Wealth Management, a firm he has led since 2004, and has also been affiliated with LPL Financial since 1999. In addition to his advisory work, he teaches at Cal Poly University. Crew Wealth Management provides financial planning and consulting services primarily to business owners, individuals, families, and various business entities. The firm focuses on written financial plans and ongoing retainer engagements without managing client assets, emphasizing fundamental research and long-term investment strategies using mutual funds and ETFs.

Katelyn Hunter is a financial advisor at Prossimo Advisors LLC with six years of industry experience. She holds a Series 65 designation and is also a licensed attorney practicing with the law firm Palmer & Hunter, where she provides legal services outside of investment-related activities. Prossimo Advisors is a team-based registered investment adviser managing approximately $196 million for high-net-worth individuals, families, trusts, and closely held business owners. The firm offers portfolio management, wealth stewardship, and family-office style services, coordinating with other professionals to develop individualized investment plans and oversee complex ownership structures.

David Whitcher is a financial advisor at Trellis Wealth Advisors, LLC in San Luis Obispo, CA, holding a Series 66 designation with 23 years of industry experience. He has been with Trellis Wealth Advisors since 2010. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, focusing on long-term strategic asset allocation through diversified, low-cost mutual funds and ETFs. The firm serves clients with managed-account portfolios typically around $5 million and offers customized portfolio management with discretionary oversight.

Donald Ramirez is a CFP® with 28 years of industry experience, currently serving as an advisor at Peak Wealth Advisors, Inc. since 2009. He also operates a sole proprietorship reselling professional tax software. Peak Wealth Advisors serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering asset management, financial planning, 401(k) asset management, and tax preparation services. The firm emphasizes individualized portfolio construction and continuous supervision, utilizing fundamental and cyclical analysis across various securities with regular reviews and rebalancing.

Jon Eric Kronvall is a financial advisor at Wealth Innovation with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including OneDigital Investment Advisors, Triad Advisors, and Wells Fargo in various capacities. Kronvall is also the owner and consultant of Esoteric Advisors, which provides expert witness consulting unrelated to investment advisory. Wealth Innovation is an independent, fee-only registered investment adviser serving primarily high-net-worth individuals. The firm offers personalized investment advisory, management, and financial planning services, employing a combination of fundamental, technical, tactical, and Modern Portfolio Theory approaches to manage discretionary portfolios.

Shawn Murphy is a CFP® certificant with 14 years of industry experience, operating as the sole advisor at Right Brain Money in San Luis Obispo, CA. He has managed Murphis, LLC since 2010 and also works as an independent insurance agent specializing in life, accident, health, property, and casualty insurance. Right Brain Money provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth households, and small business owners, integrating investment, tax, and insurance planning. The firm uses fundamental, technical, and cyclical analysis and implements strategies through third-party money managers and Turnkey Asset Management Platforms.