Kristopher Raney is a CFP® with 24 years of industry experience and is currently affiliated with Wells Fargo Advisors. He has held positions at Wells Fargo Clearing and Morgan Stanley in various roles since 2002. Outside of his advisory work, he owns and operates Raney Wealth Management LLC, an independent practice based in Manhattan Beach, CA. 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.

John Arensdorf is a CFP®-certified financial advisor with 38 years of industry experience. He currently practices at Wells Fargo Advisors and has previously worked with Wells Fargo Clearing, Wells Fargo Investments, LLC, and U.S. Bancorp Advisors, LLC. Outside of his advisory work, he owns and operates Arensdorf and Associates, LLC, a financial planning practice based in El Segundo, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including niche areas like business-owner transition and special-needs analysis, supported by Wells Fargo’s research and planning tools.

David Anderson is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Bank of America. 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 and tailors recommendations using proprietary research and tools, with planning engagements typically discrete and fees negotiated based on scope and complexity.

Carl Leiva is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked primarily with Wells Fargo firms, including Wells Fargo Clearing and Wells Fargo Investments, LLC. Leiva is currently based in El Segundo, CA, serving clients through Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

Alejandro Trejo is a CFP® with 37 years of industry experience, currently serving with Wells Fargo Advisors since 2025. Prior to this, he spent 28 years at LPL Financial. He also operates Marquis Financial as a DBA, dedicating a portion of his time to this activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, offering tailored recommendations supported by Wells Fargo research and planning tools.

Jason Cole is a financial advisor with Wells Fargo Advisors in El Segundo, CA, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has worked with Wells Fargo affiliates since 2001 across various roles, including Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory work, Cole owns and manages several rental properties and operates JMCPRIVATE WEALTH INC, an investment management business. Wells Fargo Advisors serves individual, trust, and institutional clients by providing investment and financial planning services tailored to varying needs, including specialized planning for business owners, sports and entertainment professionals, and special-needs individuals. The firm uses Wells Fargo research and planning tools to develop recommendations, with clients having flexibility in implementation through brokerage or advisory programs.

Kathryn Sunico is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Bank of America, and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm uses proprietary research and planning tools to develop customized recommendations, with services spanning cash-flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

Daniel Fillinger is a CFP® professional with 21 years of industry experience, currently serving with Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearing, Chase Investment Services Corp., Wamu Investments, and Edward Jones. He also owns and operates Fillinger Wealth Management LLC, an independent investment-related business based in El Segundo, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.