Adam Fowler is a CFP® certificant with 18 years of industry experience, currently serving at Wells Fargo Advisors since 2024. His prior roles include positions at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. He holds partial ownership in investment-related entities but these are related to real estate holdings and operating accounts rather than advisory services. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients having the option to implement through various programs.

Jesse Reyes is a financial advisor with Wells Fargo Advisors in Fort Collins, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Kings Consulting, AgVend, Granular, and Workiva. Outside of his advisory role, Mr. Reyes is the principal consultant for Kings Consulting LLC, providing analysis and recommendations to SaaS go-to-market leaders and small business owners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides specialized planning solutions and leverages proprietary research and tools to deliver tailored recommendations, with clients choosing how to implement these through various brokerage and advisory programs.