Brian Rudenberg is a financial advisor with Wells Fargo Advisors in Miami, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. He is involved in investment-related activities through ownership in BARBGR, LLC and BMANINVESTMENTS, LLC, as well as serving as co-trustee for a 401(k) profit-sharing plan. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services such as business-owner transition and special-needs analysis.

Joanna Mora is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. Her prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. She is also involved with JMCLM, LLC, a business she owns and operates in Miami, FL. 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 using proprietary research and tools, with an emphasis on discrete planning engagements tailored to client needs.

Candice Mora is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for six years before joining her current firm in 2022. Outside of her advisory role, she has a significant involvement in JMCLM, LLC, an investment-related business based in Miami. 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 tailored to clients who meet a net-worth threshold and utilizes Wells Fargo research and tools to develop customized recommendations.

Bruce Rudenberg is a financial advisor with Wells Fargo Advisors in Miami, FL, holding Series 63 and Series 65 credentials and over 51 years of industry experience. His career includes roles at Wells Fargo Advisors since 2020, Wells Fargo Clearing from 2016 to 2020, and UBS Financial Services and UBS International Inc. from 1995 to 2009. He is also involved in investment-related business activities through ownership of BARBGR, LLC and CHITOWNRUDEY, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting specific net-worth requirements. The firm utilizes proprietary research and planning tools to develop recommendations and offers discrete planning engagements alongside optional implementation through its brokerage and advisory platforms.