Jerome Belkin is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab Bank for 13 years. Outside of his advisory role, he serves as Vice President of the Fairfield Homeowners Association in Camarillo, CA. 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 range of planning services and integrates advisory offerings with other financial products and referral channels.

Aaron White is a financial advisor with Wells Fargo Advisors, holding a Series 66 license and three years of industry experience. Prior to joining Wells Fargo Clearing Services in 2022, he worked at Musick, Peeler & Garrett LLP and served as an adjunct professor at Pepperdine University, where he teaches federal estate and gift taxation. He is also licensed to practice law in California and Michigan. 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 institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using Wells Fargo's research and tools to develop tailored client recommendations.

Donna Hicko is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 33 years of industry experience. Her prior roles include positions at Mutual Securities, CETERA Advisor Networks LLC, Argosy Wealth Management, and others. 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 investment and fee-based financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools.