Opher Shallom is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several notable firms including Citigroup Global Markets and Wells Fargo Clearing. Outside of advisory work, he is a principal owner of SHALLOM GP LLC, a merchant partnership based in Minnetonka, MN. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with options for clients to implement these through various brokerage or advisory programs.

Jesse Hed is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. outside of his advisory role, he owns and operates Hed Private Wealth Management, focusing on investment management and retirement planning. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexible implementation options through brokerage or advisory programs.

Jill Massaro is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors and its affiliated Wells Fargo Clearing since 2016. Outside of her advisory work, she is a commissioned notary public in the state of Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, allowing clients to select how to implement recommendations through brokerage or advisory programs.

Jessica Sabath is a financial advisor with Wells Fargo Advisors, holding the Series 66 and Series 63 designations and bringing 18 years of industry experience. She has worked at Wells Fargo in various capacities since 2009, with prior experience at Merrill from 2004 to 2009. In addition to her advisory role, she has a minority ownership interest in a small business involved in eyebrow tint sales. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds and integrates advisory services with various financial product offerings 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 worked within various Wells Fargo entities since 2004. Outside of his advisory role, he has a significant ownership interest in a merchant partnership, LINDBLAD GP LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by firm research and tools. The firm integrates advisory services with various financial products and referral channels.

Winston Lawer is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding a Series 63 designation and 24 years of industry experience. He has been with Wells Fargo Advisors since 2026 and previously worked at Wells Fargo Clearing for 10 years. Outside of his advisory role, he owns The Good Habits Company, where he provides marketing consulting, and he also works as a part-time actor and print model with Meredith Model & Talent Agency. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo’s research and planning tools to develop customized recommendations. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Bruce Roberts is a CFP® with 40 years of industry experience, currently serving at Wells Fargo Advisors since 2023. His prior experience includes seven years with Wells Fargo Clearing and six years at Prudential Equity Group, LLC. He holds an ownership interest in First American Mortgage and Financial Corporation, a family-owned mortgage and lending business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.