Ryan Wells is a financial advisor at PathWise with 21 years of industry experience. He has held Series 63, Series 65, and Series 66 licenses and has been with PathWise Wealth Partners, LLC since 2014. Located in Walnut Creek, CA, Wells works at a firm that offers investment advisory services to individuals, pension and retirement plans, and accredited investors. PathWise provides primarily long-term discretionary portfolio management focused on strategic asset allocation using diversified mutual funds and ETFs, alongside individual securities and limited partnerships when appropriate. The firm integrates accounting and tax services with investment management, coordinating closely with client CPAs and delivering extensive operational support for private funds.

Arek Puzia is a CFP® professional with 12 years of industry experience, currently serving at Pathwise Wealth Partners, LLC. He also teaches Financial Accounting and Managerial Accounting at Diablo Valley College. PathWise provides investment advisory services to individuals, including high-net-worth clients, as well as pension and retirement plans. The firm offers portfolio management, financial planning, and retirement-plan advisory services, focusing on long-term discretionary portfolio management with strategic asset allocation using diversified mutual funds, ETFs, and other securities.