Jaclyn Smith is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 66 designation and has a background that includes positions at Wells Fargo Clearing Services, Wells Fargo Bank, and law firms Procopio, Cory, Hargreaves & Savitch LLP and Hopkins & Carley. Smith also maintains a California law license and a real estate license, primarily for continuing education purposes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning, including specialized services for business-owner transition, sports and entertainment, special needs, and divorce planning, using proprietary research and tools to develop tailored recommendations.

Maribel Mendoza Frank is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and niche planning areas, using its proprietary research and tools to develop tailored recommendations.

Todd Schneider is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Goodwin Brown Gross & Lovelace LLP. Outside of his advisory role, he serves as co-trustee for a friend's multiple trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations covering a broad range of financial planning needs.