Jonathan Schultz is a financial advisor with Wells Fargo Advisors in Fraser, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2009. Outside of his advisor role, he owns Crystal Creek Wealth Management LLC and serves as trustee for a 401(k) plan through that firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu focused on a range of client needs and integrates advisory services with various financial product and referral channels.

Jordan Matola is a financial advisor at Wells Fargo Advisors with 20 years of industry experience and holds the Series 66 credential. His prior experience includes roles at J.P. Morgan Securities and Wells Fargo Clearing Services LLC. Outside of his advisory work, he is a partial owner of Brand Results LLC, a car cleaning products marketing business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing tailored investment and financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using in-house research and planning tools.