Taylor Moore is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Wells Fargo Advisors since 2023 and previously spent seven years at UBS Financial Services. Outside of his advisory career, Moore has been involved in the restaurant industry through Citrone Restaurant and Bar since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services tailored to clients meeting a net-worth threshold, employing proprietary research and planning tools to develop recommendations delivered through meetings and written summaries.

Patricia Preciado is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes specialized planning such as business-owner transition and special-needs analysis. The firm combines advisory services with various financial product offerings and referral channels.

Michele Rodriguez is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools.

Richard Bertain Jr. is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2023, he spent 15 years with UBS Financial Services Inc. Outside of his advisory work, he owns and operates a classic car restoration and trading business. 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 tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

David Escobar is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Wells Fargo Advisors and previously spent 15 years at UBS Financial Services Inc. Escobar serves on the Treasury Oversight Review Committee for the City of Burbank, advising on the city's fixed income portfolio and investment policy. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options tailored to client needs and leveraging Wells Fargo’s research and tools.