Daniel Flores is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at JP Morgan Securities LLC and multiple positions within Northwestern Mutual. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a range of investment and financial planning services that include retirement, education, risk, and wealth-transfer planning, using proprietary research and planning tools.

Amita Sheth is a financial advisor with Wells Fargo Advisors who holds Series 65 and Series 66 licenses and has 23 years of industry experience. Her prior roles include positions at J.P. Morgan Investment Management Inc. and PIMCO Investments 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. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with planning engagements generally being discrete rather than ongoing.