Vance Schroeder is a financial advisor with Wells Fargo Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. He is also a certified public accountant and co-owns a financial advisory business, CCS Capital Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning solutions supported by Wells Fargo research and tools, integrating advisory services with other financial products and referral channels.

Richard Clawson is a financial advisor with Wells Fargo Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Wells Fargo Advisors since 2023, following a seven-year period at Wells Fargo Clearing and prior experience at Prudential Equity Group. Outside of his advisory role, Mr. Clawson is involved in investment-related activities through ownership interests in Lone Pine Run Inc. and CCS Capital Management LLC. 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 options, including specialized services such as business-owner transition planning and sports & entertainment planning, supported by proprietary research and planning tools.

Andrea Sperduto is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She has worked at Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors. She holds a Series 63 designation and is based in San Diego, CA. Outside of her advisory role, she acts as power of attorney for her father. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses internal research and planning tools to develop tailored recommendations for clients.