Kirk Loberman is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Axa Advisors from 2008 to 2020. 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, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools.

Amy Howe is a financial advisor at Wells Fargo Advisors in La Jolla, CA, holding Series 63 and Series 65 licenses with eight years of industry experience. Before joining Wells Fargo Clearing Services LLC in 2017, she worked at Keller Williams Realty for one year. Outside of her advisory role, she is involved in event planning for a custom shade sails business she owns with her spouse. 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 planning menu using Wells Fargo research and tools, with services covering cash-flow, retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.