Opher Shallom is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he has a controlling interest in a merchant partnership, SHALLOM GP LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by firm research and planning tools.

Jesse Hed is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2013. Outside of advisory work, he owns and manages several private business interests including a private wealth management firm and merchant partnerships. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Jill Massaro is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she is a notary public for the state of Florida. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, utilizing proprietary research and planning tools.

Randall Green is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 designations and bringing 45 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he owns and operates several automotive-related businesses in Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm utilizes proprietary research, planning tools, and simulation models to develop tailored recommendations, with clients making their own implementation choices through brokerage or advisory programs.

Jessica Sabath is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 and Series 63 licenses and previously worked at Wells Fargo Clearing for eight years. Outside of her advisory role, she has a minority ownership interest in a small eyebrow tint sales business, where she serves as treasury secretary. Wells Fargo Advisors Financial Network provides a range of investment and fee-based financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools. The firm offers tailored recommendations across various planning areas and integrates advisory services with other financial products and referral channels.

David Lindblad is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2011. Outside of his advisory role, he is a majority owner of Lindblad GP LLC, a merchant partnership based in Woodbury, Minnesota. 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 options including retirement, education, and business-owner transition planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, which clients may implement through the firm's brokerage or advisory programs.

Bruce Roberts is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has worked with Wells Fargo and its affiliates since 2009. Roberts holds ownership interests in several investment-related entities, including a family-owned mortgage and lending business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options supported by proprietary research and tools.