Brian Harrison is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Edward Jones. He is based in Irvine, CA. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to support tailored client recommendations.

Wendy Eddy is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. Her prior work includes roles at UBS Financial Services, A. G. Edwards & Sons, Inc., and Wells Fargo Clearing. She serves on the Ethics Board of the Investment & Wealth Institute and owns several investment-related businesses. 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 planning menu with tailored recommendations using Wells Fargo research and planning tools, and integrates advisory services with banking, lending, and trustee services.

Alexandria Page is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She has been with Wells Fargo Advisors since 2019 and was previously employed at Wells Fargo Clearing from 2016 to 2019. 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 retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Shalane Bohle is a financial advisor at Wells Fargo Advisors in Irvine, CA, holding a Series 66 designation with 18 years of industry experience. She has previously worked at Wells Fargo Clearing, US Bank, U.S. Bancorp Investments, Chase Investment Services, and Wamu Investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.