Robert Rothe is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he serves on the board of Turnbuckle Distilling, a spirits company based in Broomfield, Colorado. 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 range of planning services and delivers tailored recommendations using proprietary research and tools.

Beau Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Wells Fargo Advisors. Smith owns two investment-related businesses in Colorado, including a sole proprietorship and an LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and investment options, using proprietary research and tools to develop tailored recommendations for clients.

Robert Ruhl is a financial advisor with Wells Fargo Advisors in Greenwood Village, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked at Edward Jones, Commonwealth Financial Network, Onward Wealth Management, Waddell & Reed Inc, and Empower Retirement. Outside of his advisory role, he owns RRR First, LLC, an entity for managing residential real estate. 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 options, including specialized services such as business-owner transition and special-needs planning, supported by Wells Fargo's research and planning tools.

Loretta Chiofolo is a CFP®-certified financial advisor with 42 years of industry experience, currently working at Wells Fargo Advisors since 2026. Her prior experience includes roles at OSAIC, American Portfolios Financial Services, Inc., and Ameriprise Financial Services, Inc. Outside of her advisory work, she volunteers with the International Foundation for Equine Podiatry Research, assisting with donor communications and fundraising efforts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.