Joe Cline is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and All of Us Securities, LLC. Outside of his advisory work, he serves as a finance council member for St. Hilary Church, a religious school in Tiburon, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition planning and special-needs analysis.

Steve Freedman is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His career includes roles at Scottrade and Wells Fargo Clearing Service, LLC, and he owns and manages a business involved in music and artwork sales. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, providing a broad range of investment and financial planning services supported by Wells Fargo research and tailored client recommendations.