Jacquelyn Walker is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2015. Outside of her advisory role, she is involved in modeling and brand representation, serves as a yoga instructor, works as a notary public, and provides pet care services through Rover. 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 institutions. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations for its clients.

Jamie Meronoff is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Prior to this, he worked at Wells Fargo Clearing from 2020 to 2024 and Edward Jones from 2010 to 2020. He owns and operates JAM WEALTH, LLC, an independent financial practice based in La Jolla, CA. Wells Fargo Advisors 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 and integrates advisory services with other financial products and referral channels.

William Boggs is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Wells Fargo Advisors in La Jolla, CA, having joined the firm in 2025. Prior to this, he worked for nine years with Pence Wealth Management Corporation and LPL Financial, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by internal research and planning tools, covering diverse areas such as retirement, education, and specialized planning for business owners and other niche needs.

Sylvia Geffen is a financial advisor with Wells Fargo Advisors in La Jolla, CA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Her career includes positions with Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. She serves as a trustee for multiple family trusts and is majority owner of a non-investment related business, Gold Pip. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides comprehensive investment and financial planning services to individuals, trusts, and institutions, using Wells Fargo research and planning tools to develop tailored recommendations.

Leslie Castillo is a CFP® with 20 years of experience in the financial services industry. Currently with Wells Fargo Advisors, Leslie has previously worked at firms including LPL Financial, Mariner Independent Advisor Network, and D.A. Davidson & Co. Outside of traditional advisory roles, Leslie is involved with several business activities including an independent investment advisory firm, Mariner Independent Advisor Network. 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 planning menu covering areas such as retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored client recommendations.

Amanda Brown is a financial advisor at Wells Fargo Advisors with 24 years of industry experience and holds a Series 66 designation. She has worked at various Wells Fargo entities since 2009. 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, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Gregg Shallan is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. Outside of his advisory work, he owns Madflix Capital LLC, an investment-related business. 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, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, serving clients who meet specific net-worth criteria.

John Hadley is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2015. 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, including specialized areas such as business-owner transition planning and special-needs analysis, and integrates advisory services with other financial products and referral channels.