Luke Heynen is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding a Series 66 designation and having two years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at KHR Associates and Best Buy. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services covering topics such as retirement, education, risk, and wealth-transfer planning, and integrates advisory services with other financial products and referral channels.

Joshua Turley is a CFP® professional affiliated with Wells Fargo Advisors in Irvine, CA, with 23 years of industry experience. He has been with Wells Fargo Advisors since 2014. Turley holds a 50% ownership in Gameplan Capital LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Jodie Brennan is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2019, previously working at Wells Fargo Clearing and HOME. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, tailored through proprietary research and planning tools.

John Heckenkamp is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with Wells Fargo in various capacities since 1999. Outside of his advisory work, he is a musician who plays guitar with a local group in Laguna Beach. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning.

Bryant Schulman is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Lido Advisors, LLC, Crescent Bay Advisors, and BNY Mellon. Outside of his advisory role, he serves as a consultant for Dialectica Net. 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 and uses proprietary research and tools to develop tailored recommendations, allowing clients to implement strategies through various brokerage or advisory programs.