Our Advisors

Work independently under our brand or your own. Being an Elevare Advisor means you can do it your way.

Our Network

Years of experience have prepared us to guide you through your life transitions.

Fresno, CA

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Geoffrey Barry

Geoffrey Barry

Financial Advisor

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Mitzi Richards

Mitzi Richards

Director of Client Services

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Brandon Uttich

Brandon Uttich

Financial Advisor

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Visalia, CA

Becky Drake

Anees A. Akhund

President/CEO/Wealth Advisor

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Becky Drake

Anees A. Akhund

President/CEO/Wealth Advisor

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nobutton
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Modesto, CA

Donna Bradley

Financial Advisor

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Melissa Sperling

Melissa Sperling

Financial Advisor

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Sue Flores

Administrative Assistant

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Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Central Coast, CA

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Phoenix, AZ

Kyle Tatro

Kyle Tatro

President, CEO, Wealth Advisor

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Jeremy Lordge

Jeremy Lordge

Office Manager, Financial Paraplanner

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Tauna Morgan

Tauna Morgan

Life and Health Insurance Specialist

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Inland Empire and Coachella Valley

Jim Ott

Jim Ott

Financial Advisor

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Ian Ott

Ian Ott

Office Manager

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Ste. Genevieve/ St.
Louis, MO

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Tulsa, OK

Wes Wadkins III, Jeff Mayes, Jennifer Wadkins and Julia Talley are affiliated with LPL Financial, LLC, not Commonwealth. They solely offer securities and advisory services through LPL Financial. Commonwealth Financial Network (“Commonwealth”) and LPL Financial LLC (“LPL Financial”) are separately registered investment advisers and members of FINRA/SIPC. The products and services provided by each entity are separate and distinct. If you decide to work with an LPL affiliated representative, you will engage with LPL and not Commonwealth Financial Network.

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Redding, CA

Demetra Manning


Client Relationship Manager

 GamePlan Wealth Home

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Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Erly Cornejo is affiliated with LPL Financial, LLC, not Commonwealth. He solely offers securities and advisory services through LPL Financial. Commonwealth Financial Network (“Commonwealth”) and LPL Financial LLC (“LPL Financial”) are separately registered investment advisers and members of FINRA/SIPC. The products and services provided by each entity are separate and distinct. If you decide to work with an LPL affiliated representative, you will engage with LPL and not Commonwealth Financial Network.

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