Jenna Kobular is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and seven years of industry experience. Her career includes roles at Wells Fargo Clearing and Securities America Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions through a broad menu of planning options and integrated financial product offerings.

Sean O'Sullivan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Wells Fargo Clearing for eight years before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he owns and operates Mindful Investing LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, utilizing proprietary research and tools to create tailored recommendations, with clients deciding how to implement them through various brokerage or advisory programs.

James Berger is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has worked with Wells Fargo Financial Network LLC since 2009. Outside of his advisory role, he is a principal in JB Group LLC, where he dedicates significant time managing that business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with multiple financial product offerings.