Alfred Pasaoa is a CFP® and ChFC® with 20 years of industry experience, currently working at Wells Fargo Advisors. He has held various roles within Wells Fargo since 2013. Outside of advisory work, he owns and manages an investment-related business through Freddie Mac Investments LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on tailored recommendations and optional implementation through brokerage or advisory programs.

Miguel Castillo is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with the Wells Fargo organization since 2009 in various roles. Outside of his advisory work, he owns CF4CAPITAL, Inc., a separate investment-related business. 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 planning menu covering areas such as retirement, education, and special-needs planning, with tailored recommendations developed through proprietary research and tools.

J. D Testa is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also owns and operates Testa Capital Inc., an investment-related business. 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 including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and planning tools to develop tailored client recommendations.

Volter Davoudi is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Davoudi also owns Davoudi Wealth Management, Inc., a business related to investment activities operating in San Jose, CA. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored recommendations for clients.

Matthew Montini is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Montini serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Megan Tarpley is a CFP®-credentialed financial advisor with 26 years of industry experience, currently with Wells Fargo Advisors in San Jose, CA. She has held various roles within the Wells Fargo network since 2009. Megan also owns and operates TARPLEYCFP, INC., a financial planning practice based in Pleasanton, CA. 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 investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis, using its research and planning tools to develop tailored recommendations.

Tony Montini is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding a Series 66 designation and 9 years of industry experience. He has been with Wells Fargo Advisors since 2016. Montini owns LAM Financial Inc., an investment-related business based in San Jose. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes niche services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Damon Focaracci is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding a Series 66 designation and 28 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Wells Fargo Advisors in 2021. Outside of his advisory role, he owns a consulting business focused on business and development consulting. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for niches such as business-owner transitions and special-needs analysis. The firm provides tailored recommendations using proprietary research and planning tools, with clients deciding how to implement them through various brokerage or advisory options.

Jason Drotar is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a notary public and co-owns a fitness studio franchise with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with planning engagements typically discrete and client-implementation optional.

Paul Martin is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its related entities since 2013. Outside of his advisory role, he is involved in managing an investment business, MPG Investments, based in Pleasanton, CA. 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 and investment services, utilizing proprietary research and planning tools to develop tailored recommendations for clients who meet a net-worth threshold.

Michael Aubel is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding a Series 63 designation and over 37 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009. Outside of his advisory role, he owns FSBMICHAEL INC, an investment-related business based in Mountain House, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with clients able to choose how to implement these through various brokerage or advisory programs.

Matthew De Garmo is a CFP® professional with eight years of experience in the financial services industry. He is currently affiliated with Wells Fargo Advisors and has previously worked at firms including AW Securities, Allworth Financial, Fidelity Brokerage Services, and The Vanguard Group. Based in San Jose, CA, De Garmo holds Series 63 and Series 65 licenses. 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 investment and financial planning services, utilizing Wells Fargo research and planning tools to develop tailored client recommendations across various specialized planning areas.

Dean Correa is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Wells Fargo Advisors since 2014 and also owns Correa Wealth Management, a financial practice based in San Jose. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including retirement, education, and specialized areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.