Robert Frenkel is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked at JP Morgan Chase Bank and JP Morgan Securities Inc. for 16 years. Frenkel is a commissioner on the Millburn Short Hills Historic Preservation Commission, contributing to the safeguarding of the community’s historic character. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a wide range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations supported by proprietary research and planning tools, with services spanning areas such as retirement, education, risk, and wealth-transfer planning.

Mark Klein is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Wells Fargo Clearing and Merrill. He has full ownership of Klein Family Enterprises Inc., an investment-related business based in Short Hills, NJ. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs analysis. Advisors develop tailored recommendations using firm research and tools, and clients choose whether to implement them through brokerage or advisory programs.