ADVISOR BIO

Shawn Marie Urena is a financial advisor who has been in the industry for over 20 years. Shawn is currently registered with Wells Fargo Clearing Services, LLC in Fresno, CA. Shawn specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting.

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Shawn Derek Young is a registered investment advisor representative associated with RB Capital Management, LLC. Shawn Derek Young has been in the securities industry for over 20 years. Shawn Derek Young has passed the Series 66 exam in 2004 and the Series 7 exam in 2004. Shawn Derek Young is a registered investment advisor in the state of California. RB Capital Management, LLC is a Registered Investment Advisor based in Reno, NV. They provide financial planning, pension consulting, and portfolio management for individuals and businesses. Their focus is on high-net-worth individuals and businesses, and they have a total of 1335 client accounts under management.

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Sheila Lynette Gray is a registered representative and investment advisor representative with RBC Capital Markets, LLC. Sheila has been in the financial industry for 17 years and is currently based out of Fresno, California. Sheila specializes in working with a wide range of clients, including individuals, high-net-worth individuals, corporations, businesses, and pension and profit-sharing plans. Sheila is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Shellie Ann Harris is an investment advisor representative with RBC Capital Markets, LLC. Shellie Ann Harris has been in the industry since October 27, 1997. Shellie Ann Harris is registered in 27 states and has a total of 24 state registrations, 22 SRO registrations, and 1 FINRA registration.

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Sheri Dee Mize is a registered investment advisor representative with Wells Fargo Clearing Services, LLC in Fresno, CA. Sheri has been in the financial services industry since 1992. Sheri has a Series 7, Series 63, and Series 65 license and has registrations in 24 states. Before joining Wells Fargo Advisors in 2012, Sheri was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sheri specializes in investment consulting services, financial planning, pension consulting, and portfolio management for individuals and businesses.

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Shirley Xian is a financial advisor with Transamerica Financial Advisors, Inc. based in Fresno, CA. Shirley has been in the financial services industry since July 2002, and joined Transamerica Financial Advisors, Inc. in January 2012. Shirley is licensed to sell securities in California.

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ADVISOR BIO

Shiva Pourvakil is an investment advisor representative associated with Eagle Strategies LLC. Shiva has been in the financial services industry since 2008. Shiva is registered in California as an investment advisor representative. Prior to joining Eagle Strategies LLC, Shiva worked at CAPITAL FINANCIAL SERVICES, INC., FIRST COMMAND FINANCIAL PLANNING, INC., WAMU INVESTMENTS, INC., WELLS FARGO INVESTMENTS, LLC, and EDWARD JONES.

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Soledad Pulido-delrio is a registered representative with PFS Investments Inc. in Fresno, CA. Soledad has been in the industry since July 2014, with a Series 6 license and a Series 63 license. Soledad is currently registered with the state of California.

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Spencer Merrill Jones is a registered representative with LPL Financial LLC, with offices in Fresno, CA. Spencer has been in the financial services industry since May 31, 2022 and holds the Series 7TO, Series 66 and SIE licenses. Spencer is also registered with the states of California, Georgia, Oregon and Texas. Spencer specializes in financial planning, portfolio management, and pension consulting. Spencer has a strong commitment to providing personalized service and helping clients achieve their financial goals. Spencer also provides consulting and other non-discretionary advisory services.

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ADVISOR BIO

Stephanie Cozzone is a financial advisor with Osaic Wealth, Inc. based in Fresno, California. Stephanie has been in the industry since 2010 and holds licenses in Series 6, Series 7TO, Series 63, and Series 66. Previously, Stephanie worked at Woodbury Financial Services, Inc. and Chase Investment Services Corp. Stephanie specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. She is passionate about helping clients achieve their financial goals.

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