Timothy Welch is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has held roles at Community West Bank and Central Valley Investment Services, where he serves as branch owner and manager in addition to his advisory duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal finance work through its affiliation with a municipal advisor.

Matthew Petersen is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2016 and previously held multiple roles at Morgan Stanley from 2000 to 2016. Petersen has ownership interests in investment-related firms and serves as a trustee for employee retirement plans and family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with options for brokerage or advisory implementation tailored to client needs.

Doredda Grossman is a financial advisor at LPL Financial with 41 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services for 13 years before joining LPL Financial in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, combining a broad advisory platform with extensive non-advisory financial services.

Anthony Soria Jr. is a CFP®-designated financial advisor with 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Merrill and Banc of America Investment Services, Inc. in the financial services sector. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

Kenneth Rollins is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Bank of America, Merrill, and UCLA. His current role is based in Fresno, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities to tailor client solutions.

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 at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2016, following prior roles at J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both 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 in Fresno, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Wells Fargo Bank, N.A. since 2011 and Wells Fargo Clearing since 2016. Outside of his advisory work, he is a notary public. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 advisors. The firm combines research from internal and external sources and offers both brokerage and advisory solutions.

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.

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 at Cetera Advisors LLC and First Allied Advisory Services. He has also operated Linker Financial Group since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive advisor tools and a broad platform of financial products.

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.

Jeffrey Ahronian is a financial advisor at Morgan Stanley in Fresno, CA, holding Series 63 and Series 65 credentials with 26 years of industry experience. His career includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney prior to his current position at Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

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 credential and has worked at various Wells Fargo entities since 2005. Outside of her advisory role, she operates 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 that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory work with other financial product sales and referral channels.

Paul Mosqueda is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors strategies to clients’ Advisory Risk Profiles using a mix of in-house and third-party investment managers, providing portfolio management, financial planning, custody, and brokerage services.

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.