Samantha Rodrigues

Eric Maldonado, CFP®, MBA, a Fee-Only Financial Planner, is located in San Luis Obispo, CA serving clients both locally and virtually across the US. Aquila Wealth Advisors provides financial planning to help business owners and families build, manage, and protect their assets throughout all seasons of life. Eric Maldonado is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. We have a specialty in serving business owners and near-retirees. We help you maximize your income and revenue while aligning finances with your values and goals. We work with you in coordination with your tax, legal, and insurance professionals to customize and implement a plan unique to you, your family, and your business.

Jesus Fernandez is a Financial Advisor with Merrill Lynch Wealth Management, where he works closely with clients to develop personalized strategies aimed at achieving their financial goals. He focuses on various aspects of financial planning, including investing, retirement planning, and managing unexpected expenses. Jesus collaborates with Bank of America specialists to provide clients with comprehensive banking, credit, home financing, and small business solutions. With a passion for helping individuals and families manage their finances amid competing priorities such as homeownership, education funding, eldercare, and healthcare preparation, Jesus offers ongoing advice and adjusts portfolio strategies to align with clients’ changing needs. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Phoenix. Fluent in English and Spanish, Jesus is involved in his community as an assistant coach for girls youth softball and enjoys activities including baseball, football, music, softball, volleyball, woodworking, watching movies, and spending time with his family.

Elena Stanley is a Financial Advisor with the Eidell Christian Group at Merrill Lynch Wealth Management. She has over 15 years of experience in the financial services industry and holds the Personal Investment Advisor (PIA) designation. She earned her Bachelor's Degree from DePaul University. Elena specializes in holistic wealth planning, 401(k) rollovers, inheritance and wealth transfers, alternative investments, women and wealth, retirement planning, and estate planning strategies. Her client focus areas include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. She emphasizes understanding client priorities to create personalized financial plans aligned with their goals and aspirations. Outside of her professional work, Elena is involved with organizations such as ECHO and HER STORY, reflecting her commitment to community engagement. Her personal interests include gardening, golfing, music, painting, spending time with family, swimming, watching movies, and yoga.