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 at several notable firms, including Merrill, Banc of America Investment Services, and Morgan Stanley. He is also involved in managing a private investment entity focused on mobile home parks. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to various specialized needs. The firm combines proprietary research and planning tools to develop customized client recommendations, offering a broad menu of planning options and integrated financial product solutions.

James Deak is a CFP®-certified financial advisor with 28 years of industry experience, currently practicing at Wells Fargo Advisors. His prior roles include positions at Wells Fargo Clearing, Merrill, Banc Of America Investment Services, and Citigroup Global Markets. Beyond his advisory work, he serves on the finance committee of Cantare, contributing to financial reporting and budgeting processes. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients meeting certain net-worth criteria. The firm combines research-driven recommendations with optional implementation through brokerage or advisory programs.

Alexander Holguin is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has five years of industry experience, including prior roles at Amazon and TD Ameritrade. Holguin is based in Walnut Creek, California. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with services spanning diverse planning needs such as retirement, education, and business-owner transition planning.

Andrew Ross is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked within various Wells Fargo entities since 2003, most recently joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products through a network of advisors.

Blake Freeman is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding a Series 66 license and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments, LLC. Freeman is also the owner of Be Free Wealth Management LLC, a separate financial planning practice. 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 cash-flow, retirement, education, risk, and wealth-transfer planning, as well as services tailored to business-owner transitions, sports and entertainment, special needs, and divorce.

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® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. His prior roles include positions at Merrill, Banc of America Investment Services, and Morgan Stanley. He is a partner in multiple investment-related practices including Presidio Group Wealth Management and Presidio Group Growth Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options and integrates advisory services with various financial products and referral channels.

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.