Cole Tan is a financial advisor at Wells Fargo Advisors with six years of industry experience. He previously worked at LPL Financial, Goldman Sachs, and Wasatch Touring. Tan holds the Series 66 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured on a discrete basis.

Paul Tan is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He previously worked for LPL Financial for nine years before joining Wells Fargo Advisors in 2023. In addition to his advisory role, Tan is involved in acting through TMG Acting in Park City, UT. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm employs research and planning tools to develop tailored recommendations across a broad range of planning needs, with clients opting into implementation through various brokerage or advisory programs.