Anthony Soria Jr. is a CFP® professional with 25 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds Series 63 and Series 66 licenses and is based in Fresno, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kenneth Rollins is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Bank of America, Merrill, and UCLA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning, portfolio management, and capital markets solutions supported by proprietary research and model-based asset allocations.

Joy Ellison is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with UBS since 2001. Ellison serves as chairman of the finance committee for the 10th Mountain Division Foundation, a nonprofit involved in the maintenance of military memorials. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and capital market assumptions.

Luis Borquez is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and offers a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Yvonne Sanchez is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been assisting clients since 2005. She holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). Yvonne employs a disciplined, data-driven approach to help clients validate and pursue their retirement goals, offering comprehensive financial planning services without providing legal or tax advice. Before joining Merrill, Yvonne gained ten years of experience in accounting and taxation, equipping her with a broad understanding of financial matters. She earned her Bachelor's degree in Business Management, summa cum laude, from Fresno Pacific University and completed financial planning coursework through Boston University. Yvonne is also a member of the North Fresno Rotary Club and serves on its executive board. Yvonne is particularly focused on empowering entrepreneurs and business owners, providing access to banking services through Bank of America and assistance with workplace 401(k) plan design and fiduciary requirements. She resides in Fresno with her family and enjoys cooking, camping, dancing, and spending time with her loved ones.

Raul Figueroa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked within the Wells Fargo organization since 2011, including roles at Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. Outside of his advisory work, he serves as a notary public in Salinas, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Ault is a financial advisor with Ameriprise in Fresno, CA, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2018, including its affiliate Ameriprise Financial Services, and previously at Brouwer, DeJong & Associates and Starbucks. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Russell Takeuchi Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2017 and focuses on helping clients manage new wealth, personal retirement planning, portfolio management services, and small business strategies. Russell works closely with clients to connect all aspects of their financial lives and help prioritize and pursue their most important goals. He earned a Bachelor of Science degree in Finance from California State University, Fresno, where he also played on the intercollegiate golf team. Russell holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). A Fresno native, Russell is an Eagle Scout and resides in Fresno. Outside of his professional duties, he enjoys golfing, skiing, and traveling.

Scott Weber is a financial advisor with RBC Capital Markets in Fresno, CA, holding the Series 66 designation and 24 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing in-house and third-party investment managers to tailor strategies according to each client’s risk profile.

Regina Leathers is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has previously worked at BMO Bank NA, BancWest Investment Services, and Bank of the West. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Brandon Linker is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Cetera Advisors LLC and First Allied Advisory Services. He also operates Linker Financial Group, an independent business related to his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and nonprofit organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from both internal and third-party sources.

Anthony Davila is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC and Bankers Life and Casualty Company, as well as entrepreneurial experience with Mountain Mikes LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Audoro Mellin Jr. is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 1998. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad investment menu that incorporates insurance-related products and bank deposit sweep options.

Irma Brown is a financial advisor at Merrill with 25 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Outside of her advisory role, she owns Casa Cafe Soap, a small business focused on making natural soap. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Ahronian is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Juan Anguiano Aguilar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Denise Pinon is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2011. Outside of her advisory role, she owns a paper crafts business focused on making cards and embellished photo frames. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas.

Paul Mosqueda is a financial advisor with RBC Capital Markets in Fresno, CA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs and portfolio management services tailored to clients’ risk profiles. The firm integrates in-house and third-party investment managers and offers a variety of program options including tax management and responsible investing screens.

Michael Lakovich is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent six years at Guarantee Real Estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Celina Rodriguez is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and has been with RBC Wealth Management since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers advisory programs tailored to clients’ risk profiles using a combination of in-house and third-party investment managers, with services that include portfolio management, financial planning, custody, and brokerage.