Derek Huffman is a financial advisor with Wells Fargo Advisors in Newport Beach, CA, holding a Series 66 license and 12 years of industry experience. His career has been with Wells Fargo and its affiliates since 2013. Outside of his advisory work, he has a 50% ownership in Becca Partners LLC, a business related to real estate assets. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that cover various specialized areas. Advisors use Wells Fargo research and planning tools to tailor recommendations, which clients can choose to implement through brokerage or advisory programs.

Rowena Lacuesta is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Wells Fargo since 2009, including at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu covering cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services like business-owner transition and special-needs analysis.

Eric Spraker is a financial advisor with Wells Fargo Advisors in Newport Beach, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His career includes over a decade at Wells Fargo in various advisory and clearing roles. Outside of his advisory work, he plays guitar in a music band called DADBOD. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and fee-based financial planning services. The firm’s advisory process uses proprietary research and planning tools to develop tailored recommendations, with clients able to decide on implementation through brokerage or advisory programs.

Megan Jones is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds a Series 66 designation and has prior work experience at Cameo Assisted Living and the University of California, Davis. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with flexible implementation options through brokerage or advisory programs.