Jason Freeman is a CFP® with over 32 years of industry experience and is currently affiliated with Wells Fargo Advisors in Boca Raton, FL. He has held various roles within Wells Fargo entities since 2009. Outside of his advisory work, Freeman has ownership interests in MAMIBRO, Inc., a holding company for a financial practice, and Eagle Oak Wealth Partners, LLC, a financial practice based in Boca Raton. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations and integrates advisory services with other financial products and referral channels.

Mario Fratto is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Wells Fargo Clearing, Bank of America, and Merrill. Outside of his advisory work, he is the owner of STACKS FINANCIAL LLC in Boca Raton, FL. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory offerings with banking and other financial product channels.

Patricia Cain is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, and integrates advisory services with other financial products and referral channels.

Assunta Siniscalchi is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2015. In addition to her advisory role, she serves as an executor for a non-family estate and is transitioning to a fee-based practice with XV Capital Wealth Inc. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.