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William W

Series 66

Sacramento, CA

LPL Financial

William Wang is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2011 and was previously with Waddell & Reed from 2009 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supported by a large network of over 22,800 advisors and extensive advisory and non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Wesley H

Series 63, Series 66

Sacramento, CA

LPL Financial

Wesley Holcomb is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes multiple tenures at LPL Financial and a role at Principal Funds Distributor, Inc. He is also involved in coaching wrestling at Rio Americano in Sacramento. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions with advisory and brokerage services, offering a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Antwon W

Series 66

Sacramento, CA

LPL Financial

Antwon Weary is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2020 to 2026. Outside of his advisory role, he is involved with Finity Group LLC as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Linda W

Series 63, Series 65

Sacramento, CA

LPL Financial

Linda Wenker is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 65 licenses and 42 years of industry experience. Her prior work includes roles at Western International Securities, First Allied Securities, Investors Resources Group, and UBS Financial Services. Additionally, she is registered as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management programs, leveraging model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Barbara R

CFP®, Series 63

Sacramento, CA

LPL Financial

Barbara Reese is a CFP® professional with 34 years of industry experience, currently with LPL Financial since 2003. She previously worked at Securian Financial Services for three years. Outside of her advisory role, she is a co-owner of Stoney's Rockin' Rodeo Restaurant in Sacramento, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services through a large network of investment adviser representatives, utilizing a range of portfolio management strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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