John Troncale is a CFP® and Series 66 holder with 25 years of experience in the financial services industry. He has worked at Wells Fargo Advisors since 2025 and previously spent nine years at Wells Fargo Clearing as well as seven years at Merrill. He holds part ownership in two investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides comprehensive investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of specialized planning services and utilizes proprietary research and tools to develop tailored recommendations for clients.

Justin Marsh is a financial advisor with Wells Fargo Advisors in Anniston, AL, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Outside of his advisory role, Marsh is involved in investment-related business activities, including serving as president and 50% owner of Sneaky Hog Inc LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition and special-needs planning, and integrates advisory services with other financial products and referral channels.