Scott Benesch is a financial advisor with Wells Fargo Advisors in Coconut Grove, FL, holding Series 63 and Series 66 registrations and 19 years of industry experience. He has been associated with Wells Fargo and its affiliates since 2010. Outside of his advisory role, he is involved in investment-related business activities through his own LLC. 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 broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, supported by extensive research and planning tools.

Bertha Jones is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2010. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations for clients.