Walnut Creek, CA Mt Diablo Blvd Office

Michael Mercado is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the Wells Fargo organization since 2011, including roles at Wells Fargo Clearing. Outside of his advisory work, he owns MILARO INVESTMENTS, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, athletes, and clients with special needs.

James Deak is a CFP® with 28 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2011, including time at Wells Fargo Clearing. Outside of his advisory work, he owns TN&LG, LLC and serves on the finance committee of Cantare, providing input on financial reports and budgeting. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products through a large network of advisors.

Alexander Holguin is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Amazon and TD Ameritrade. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, offering specialized services such as business-owner transition and special-needs planning.

Andrew Ross is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked within various Wells Fargo entities since 2011. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser offering investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special‑needs analysis, using proprietary research and planning tools.

Blake Freeman is a financial advisor at Wells Fargo Advisors with 20 years of industry experience and holds a Series 66 credential. He has worked within various Wells Fargo entities since 2011. Freeman also owns and manages Be Free Wealth Management LLC in Danville, CA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, risk, wealth-transfer, and specialized services such as business-owner transition and special-needs planning.

John Wells is a financial advisor with Wells Fargo Advisors holding a Series 65 credential. He has one year of industry experience, having joined Wells Fargo Advisors in 2025. Prior to his financial advisory role, his background includes positions at Rhumbix, Inc. and Gusto, Inc., as well as experience in design education at Parsons School of Design. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning using proprietary research and tools, serving clients through a network of financial advisors with a range of specialized planning options.

Ernest Holguin is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He holds Series 63 and Series 65 licenses. Holguin has ownership interests in multiple financial practices, including Presidio Group Wealth Management, LLC and Presidio Group Growth Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with clients able to choose how to implement recommendations through its brokerage or advisory programs.

Jourdan Erik Sy is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He holds a California real estate broker license and is also a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs.

Jonathan Cruz is a Series 66-registered financial advisor with Wells Fargo Advisors in Walnut Creek, CA, where he has worked since 2018. He has seven years of industry experience, including six years at Comcast prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through advisors.