Leyne Fernandez is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. Prior to joining Coppell Advisory Solutions, Fernandez has been associated with VG Capital Financial Services since 2009. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate/business clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment process combining internally developed asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Julio Pompa Sinohui is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 63 designation and four years of industry experience. His prior roles include positions at PFS Investments, Inc., VG Capital, and Primerica Financial Services. Outside of his advisory work, he is an active real estate and insurance agent in Stockton, California. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment approach using both fundamental and technical analysis and offers an open-architecture platform across various asset classes.

Shaun Vaught is a financial advisor at Advisor Share Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cetera Advisor Networks LLC since 2015. Outside of his advisory role, he serves as a pastor at Christian Worship Center, an involvement he has maintained since 1995. Vaught is also engaged in insurance services through Vaught and Muela Insurance Services. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm offers access to third-party sub-advisers and model portfolios, operates a web-based asset management platform, and makes alternative and private investment options available to eligible clients.

Maria Regina Alvis is a financial advisor with Coppell Advisory Solutions LLC, holding five years of industry experience. She has worked with VG Capital Financial Resources since 2016 and also serves as an independent agent with active lines of authority in Accident & Health and Life insurance. Coppell Advisory Solutions operates under the Fusion Investment Advisors brand, providing discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with a broad investment toolkit and employs both fundamental and technical analysis to implement tailored investment strategies.

Maria Kamin is a CFP® professional with two years of industry experience, currently serving at Prosperity Capital Advisors. Her prior roles include positions at SageView Advisory Group, LLC and C-J Advisory, Inc. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Roy Ramos is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 63 designation. He has four years of industry experience and has worked with Coppell Advisory Solutions since 2022. Outside of his advisory role, Ramos is also active as a real estate agent with RMME, Inc. in Stockton, California. Coppell Advisory Solutions, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs a tailored investment approach combining internal and independent asset allocation models with fundamental and technical analysis.

Tara Khor is a financial advisor with Coppell Advisory Solutions LLC, holding two years of industry experience. She has been with Coppell Advisory Solutions since 2023 and also has a longstanding affiliation with VG Capital Financial since 2011. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses an open-architecture platform and a combination of internal and external asset allocation models, employing fundamental and technical analysis to manage client portfolios on a discretionary basis.

Jaspreet Aujla is a financial advisor at Intellicents Investment Solutions Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at CalSTRS, J.P. Morgan Securities, JPMorgan Chase Bank, and Heritage Community Credit Union. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers retirement plan consulting, individual wealth management, and a wrap fee program, with investment oversight led by a CFA charterholder emphasizing long-term, buy-and-hold strategies supported by periodic rebalancing and quarterly monitoring.

Zeid Muhammad is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC and has been with the firm since 2025. He has eight years of experience as a contract project engineer at Progressive Global Energy, where he designs and engineers substation solutions for electric utilities. Muhammad also operates as an independent life insurance agent through InVita Financial LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, and sub-advisory services to individuals, trusts, estates, and registered investment companies, employing tailored asset allocations and working with a broad set of investment products.

Tolen Teigen is a financial advisor at Intellicents Investment Solutions Inc. with 22 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. His prior work includes roles at Findec Wealth Services, Inc. and Western Associates Insurance Services. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts. The firm focuses on long-term, buy-and-hold investment strategies supported by written Investment Policy Statements and research from providers such as Morningstar and Zephyr.

Leo Biscocho is a financial advisor at Coppell Advisory Solutions LLC with two years of industry experience. He holds a Series 63 designation and has worked at Fusion Capital Management since 2023, VG Capital Financial Services since 2019, and BIG Services from 2009 to 2019. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to implement discretionary investment strategies.

Kevin Schneider is a financial advisor with BFC Planning, Inc. in Stockton, CA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His prior work includes seven years at Wells Fargo Advisors LLC and roles at Berthel Fisher & Company Financial Services and Financial Services International Corp. He is a member of the San Joaquin Estate Planning Council, a professional organization for estate planning practitioners. BFC Planning, Inc. serves a broad client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to various sub-advisory programs, utilizing multiple platform arrangements and investment strategies.

Philip Garcia is a Series 65 licensed advisor with 17 years of industry experience. He is currently affiliated with Coppell Advisory Solutions LLC and has worked at Fusion Capital Management, Global Asset Management Group, and VG Capital Financial Services. Outside of his advisory role, he manages a life and health insurance agency, overseeing operations and training of sub-agents. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment process combining internally developed and third-party asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Cecilia Pena is a financial advisor with Coppell Advisory Solutions LLC and holds six years of industry experience. She has worked with Fusion Capital Management since 2021 and has been involved with Financial Leadership Advisors, Inc., Global Equity Lending, and World Leadership Group since 2007. In addition to her advisory work, she is also licensed as an insurance agent with active lines of authority in Accident & Health and Life insurance. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment process that integrates asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

John Peterson is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Coppell Advisory Solutions LLC and has prior experience at Fusion Capital Management and Global Asset Management Group, Inc. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, fixed, and fixed indexed annuity products. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, estates, and business entities. The firm uses an open-architecture platform with a broad investment toolkit and offers tailored investment strategies supported by continuous monitoring and periodic rebalancing.

Nicholas Hagan is a financial advisor with PNC Wealth Management in Stockton, CA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Citigroup, Merrill, Fidelity Investments, and Bank of America, among others. Outside of advising, he is involved in a non-investment related condo rental business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees with PNC Bank online credentials. The firm uses algorithm-driven risk assessments and third-party strategists to manage investments primarily via mutual funds and ETFs.

Melvin Muela is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has a diverse work history including roles at Champion Health, Inc., Wash & Post Inc., and Blue Shield of California Life & Health Insurance Company. Outside of advisory work, Muela owns Gordito Burrito, Inc., a restaurant business in Sacramento, and is involved with Life Song of Stockton as a board member. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large network of advisors and multiple program platforms. The firm’s advisory model primarily uses model portfolios and third-party managers, offering integrated retirement plan solutions and a range of affiliated investment and insurance products.

Belinda Duran is a financial advisor at SPC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Parkland Securities, Western International Securities, and Financial West Group. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary investment management options.

Adam Moskowitz is a financial advisor with Transamerica Financial Advisors in Stockton, CA, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. In addition to his advisory role, he serves as president of the Kiwanis Club of Stockton and is involved with several professional and community organizations, including the Silver Lake Chamber of Commerce and The Loudest Wavemakers, Inc. Transamerica Financial Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Steve Ruiz is a financial advisor with PlanMember Securities Corporation, holding 37 years of industry experience. He has been involved with the Envoy Program since 2000 and has operated under his own name since 1985. Outside of his advisory role, Ruiz is an agent selling fixed annuities and life insurance through his own business, Ruiz & Associates. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual-fund portfolios, offering education and support services including seminars and personalized retirement planning.