Stockton, CA Brookside Rd. Office

Emerita Flores is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 16 years of industry experience. She has worked at Coppell Advisory Solutions since 2021 and previously spent 11 years at Global Asset Management Group, Inc. Outside of her advisory role, she is also a broker and officer at Bay View Realty, a real estate brokerage. Coppell Advisory Solutions LLC, 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 uses a combination of internally developed and independent asset allocation models alongside fundamental and technical analysis to manage portfolios tailored to client objectives.

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.

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.

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.

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.

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.