Angelica Uribe is a Series 66-licensed financial advisor with LPL Financial who has seven years of industry experience. She has worked with LPL Financial in various capacities since 2014 and has also been associated with APW Inc. and Bridgewealth Advisory Group, LLC. Outside of her advisory role, she is a commissioned notary. 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 a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across diverse asset classes.

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.

David Yahnian is a financial advisor with LPL Financial, holding a Series 63 designation and over 40 years of industry experience. He has worked at LPL Financial since 2023, previously spending 10 years at Cetera Advisor Networks and operating as a self-employed advisor since 1989. Outside of advisory work, he is a co-owner of CVL LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

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.

Raymond Lopez is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Bradley Towers is a financial advisor with LPL Financial based in Fresno, California. He holds a Series 63 designation and has 36 years of industry experience, including 15 years at Cetera Wealth Services and over a decade at LPL Financial. Towers is also associated with Educational Employees Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by extensive operational and research tools.

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 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 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.

Jose Paz is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he works as a soccer referee. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, tax-aware withdrawal strategies, and dependable income sources.

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.

Daniel Conniff is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior roles at Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley Dw Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial plans primarily in an advisory capacity without individual security recommendations in standalone planning.

Sheila Gray is a financial advisor at RBC Capital Markets in Fresno, CA, with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2006. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Karl Preheim is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory platform that offers financial planning, model portfolio programs, and institutional platforms.

Mark Macedo is a financial advisor with RBC Capital Markets in Fresno, CA, holding a Series 66 designation and 16 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a range of in-house and third-party investment managers.

Shawn Urena is a financial advisor with Wells Fargo Clearing in Fresno, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as a trustee of a family trust. 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 advice. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Christopher Underdown is a financial advisor with Ameriprise in Fresno, CA, holding a Series 66 credential and two years of industry experience. His background includes roles at Equitable Advisors, LLC and Bitwise Capital, as well as experience in the food and beverage sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ellen Field is a ChFC® and Series 66 credentialed financial advisor with 39 years of industry experience. She has been with Cambridge Investment Research Advisors since 2010. In addition to her advisory role, she is active as an independent insurance agent and is involved in marketing long-term care and Medi-Cal benefits, as well as working as a real estate agent in Northern California. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning and investment management through a network of independent professionals, utilizing a range of portfolio and model-based solutions tailored to client objectives.