Vance Schroeder is a financial advisor with Wells Fargo Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Northwestern Mutual Life Insurance Company for 23 years and Wells Fargo Clearing for seven years before joining Wells Fargo Advisors. Schroeder holds an inactive California Board of Accountancy license and is a business partner with 50% ownership in CCS Capital Management, LLC. 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. The firm provides a broad planning menu tailored to clients who meet certain net-worth thresholds, including niche services such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Richard Clawson is a financial advisor with Wells Fargo Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been affiliated with Wells Fargo and its related entities since 2009. Outside of his advisory role, he has ownership interests in Lone Pine Run Inc and CCS Capital Management LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Andrea Sperduto is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She has worked at various Wells Fargo entities since 2015. Outside of her advisory role, she serves 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 tailored to clients meeting a net-worth threshold, covering areas such as retirement, education, and specialized planning needs.