Christian Fragoso is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley and Fidelity Investments. 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, offering a broad range of planning options tailored to clients meeting net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, enabling advisors to deliver recommendations supported by Wells Fargo research and planning tools.

Christian Fragoso is a CFP® professional with 32 years of industry experience, currently advising at Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Fragoso also fully owns Catalyst Asset & Wealth Management Group LLC and serves as a trustee for its associated 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth thresholds, combining advisory solutions with product referrals across banking and securities services.

Jorge Jacome is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. He also owns JAJ Financial Planning, LLC, a financial planning practice based in Guilford, CT. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including cash-flow, retirement, education, and specialized planning areas. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in implementation through brokerage or advisory programs.