Sergio Holguin is a financial advisor at NWM Advisors, LLC with five years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining NWM Advisors in 2019, he worked at The Tribune Newspaper for 17 years. NWM Advisors, LLC provides investment advisory services to individuals, trusts, retirement plans, and business entities, managing approximately $329 million in client assets. The firm employs a strategic asset allocation approach combined with fundamental, technical, and cyclical analysis, and offers retirement plan consulting while adhering to ERISA fiduciary duties.

Kevin Nichols is a financial advisor with NWM Advisors, LLC, holding a Series 63 designation and bringing 32 years of industry experience. He previously worked at Nichols Wealth Management, Inc. and LPL Financial, LLC. Outside of his advisory work, he owns and operates a land management business in San Luis Obispo, California. NWM Advisors, LLC provides investment advisory services to individuals, trusts, retirement plans, and business entities, managing approximately $329 million in client assets. The firm emphasizes strategic asset allocation and combines fundamental, technical, and cyclical analysis in portfolio construction while offering retirement plan consulting and 529 account management.