Kurt Peterson is a CFP® with 19 years of industry experience, currently with Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing, Ameriprise, and Edward Jones. He has ownership interests in investment-related entities AGAPE FI LLC and KPETERSON GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Troy Moser is a financial advisor with Wells Fargo Advisors in Woodbury, MN, holding a Series 66 designation and 26 years of industry experience. He has held roles at various Wells Fargo entities since 2003. In addition to his advisory role, Moser owns and operates Moser Wealth Management LLC. 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, including specialized areas such as business-owner transition planning and special-needs analysis, and integrates advisory services with other financial product offerings.

Joan Nowicki is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Advisors and its affiliated entities since 2016. 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 services using its proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Paul Traczyk is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2005. He is the owner of MOCA Wealth Management LLC, an independent investment-related business based in Woodbury, MN. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm utilizes Wells Fargo research and planning tools to develop tailored recommendations, with clients able to implement these through brokerage or advisory programs on an optional basis.