Suzette Rothberg

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.