Sean Loftus is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he serves as a trustee for a 401(k) plan and owns a wealth management practice. 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 uses proprietary research and planning tools to develop tailored recommendations, with planning engagements typically being discrete and client implementation optional.

Lisa Mayer is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her career includes roles at Wells Fargo Clearing and Crowell, Weedon & Co. Outside of her advisory work, she serves as an executor for a family estate. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet specific net-worth thresholds. The firm integrates advisory services with various financial products and referral channels to deliver customized recommendations.

Mark Ansara is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has 31 years of industry experience. His prior work includes roles at Crowell, Weedon & Co. and Wells Fargo Clearing. Outside of his advisory work, Ansara has ownership interests in several family and investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning capabilities include cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services such as business-owner transition and special-needs planning.

Craig Tuthill is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 credential and 25 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns Tuthill Motorsport Inc., an automotive industry company, and holds ownership interests in several investment-related businesses. 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 range of planning services using Wells Fargo’s research and tools, serving clients who meet specific net-worth thresholds.

Susan Ellena is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, she holds ownership and board roles in several private companies, including a sand and gravel business and a freight brokerage firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a wide range of planning options for clients meeting a net-worth threshold, with tailored recommendations supported by Wells Fargo’s research and planning tools.

Randall Zelko is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors since 2012. 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 cash-flow, retirement, education, and specialized services, using proprietary research and planning tools to deliver tailored recommendations.

Nicholas Adelizi is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves as a trustee for his parent's trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written client summaries.

Jake Johnson is a CFP® certificant and Series 66 license holder with eight years of industry experience. He has worked at Wells Fargo Advisors since 2022 and previously at Wells Fargo Clearing Services, MakeSpace, and United Parcel Service. Additionally, he holds a 25% ownership interest in JAEJ GROUP, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of financial planning and investment services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and tools, serving clients through diverse planning offerings and integrated financial product solutions.

Paul Byrd is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining Wells Fargo Clearing and later Wells Fargo Advisors. Outside of finance, he owns Argos Products Inc., which designs diving booties and gloves, and is a member of the band Neon Nation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including niche areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement them.

Steven Tran is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors. Outside of his advisory role, Tran is a notary public in Riverside, CA, and owns a financial practice named Tran Capital. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet certain net-worth thresholds, integrating advisory services with other financial product sales and referral channels.

David Loftus is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Services LLC for three years. Outside of his advisory role, he has been involved with Pushpin Financial as an assistant. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.

Steven Adelizi is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding a Series 63 designation and 45 years of industry experience. He has been with Wells Fargo Advisors since 2021, following five years at Wells Fargo Clearing and two years at Prudential Equity Group, LLC. He also owns and operates Adelizi Investment Group LLC, a separate investment-related business. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, utilizing proprietary research and tools, and integrates advisory services with other financial product offerings and referral channels.

Adam Shiono is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. He has been with Wells Fargo Clearing and Advisors since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad range of offerings, including specialized planning for business transitions, special needs, and divorce. Advisors use proprietary research and tools to create tailored recommendations, with clients choosing how to implement them.

Nancy Johnson is a CFP® professional with 47 years of industry experience. She is currently with Wells Fargo Advisors, where she has worked since 2022, following a decade at Wells Fargo Clearing Services, LLC. She holds Series 63 and Series 65 licenses in addition to her CFP® designation. Outside of her advisory role, Johnson has ownership interests in NZJJ, Inc. and JAEJ Group, LLC. 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 specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

Ryan Hawkins is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including prior roles at Morgan Stanley from 1999 to 2007 and Wells Fargo Clearing from 2007 to 2015. Outside of his advisory work, he owns Hawkins Motorsports, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm uses proprietary research and planning tools to develop recommendations that clients may choose to implement through various brokerage or advisory programs.

Bryan Misajon is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Prudential Equity Group and Citigroup Global Markets. He is also owner of Misajon Wealth Management, a financial planning practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and wealth transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Jeffrey Kanegae is a CFP® with 27 years of industry experience, currently affiliated with Wells Fargo Advisors. He previously worked at Wells Fargo Clearing and Citigroup Global Markets. Kanegae has an ownership interest in Kanegae Wealth Management and serves as a trustee for its associated 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and planning tools to deliver detailed recommendations.

Jon Leedom is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2015. Leedom has a 25% ownership interest in HLMT Group LLC. Wells Fargo Advisors Financial Network 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 and wealth-transfer planning, and integrates advisory services with various financial products and referral opportunities.