Karen Alimi is a financial advisor with Wells Fargo Advisors in Jacksonville, FL, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has worked within Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop individualized recommendations.

Leslie Valerio is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 66 registrations and has worked within Wells Fargo entities since 2013, including Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, utilizing Wells Fargo’s research and planning tools to develop tailored client recommendations.

Nelrae Ali is a CFP® professional with 24 years of industry experience, currently with Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she volunteers as a math tutor with The Yield Foundation in Jacksonville, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Anthony Branch is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been associated with Wells Fargo in various capacities since 2009. Outside of his work at Wells Fargo, he has ownership interests in two private investment advisory businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Rahim Ali is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at United Real Estate Gallery and Sports Quest International. 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, and wealth-transfer strategies. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations using proprietary research and planning tools.