David Clarke is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked within Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of advising, he has ownership interests in several investment-related ventures including DCC Ventures, LLC and Quin Oaks Investment Group, LLC, as well as a watercraft rental business in Tahoe City, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering a broad range of investment and fee-based financial planning services. The firm employs Wells Fargo research and planning tools to develop tailored client recommendations across diverse planning areas, with implementation optional through various brokerage or advisory programs.

Kathy Sowl Chelini is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Wells Fargo Clearing and RBC Dain Rauscher Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Mark Passalacqua is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2012. Outside of advising, he owns and operates Square One Ventures LLC, a toy and game manufacturing business where he is involved in design, development, and multimedia production. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting specific net-worth criteria.

Justin Pribilovics is a CFP®-designated financial advisor with 10 years of industry experience, currently with Wells Fargo Advisors in Orinda, CA. He has previously worked at Wells Fargo Clearing and Pacific Life Insurance Company. Outside of his advisory role, he holds a 25% ownership stake in Quin Oaks Investment Group LLC, where he is actively involved. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds. The firm combines proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with flexible implementation options.