Kurt Peterson is a CFP®-credentialed financial advisor with 18 years of industry experience, currently practicing at Wells Fargo Advisors since 2023. He previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2014. Outside of his advisory role, he has ownership interests in AGAPE FI LLC and KPETERSON GP, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations through meetings and client summary letters.

Troy Moser is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s affiliated entities since 2011. He is the sole owner of Moser Wealth Management LLC, an investment-related business based in Woodbury, MN. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products, serving clients through a network of over 4,000 advisors.

Frank Leslie is a Series 66-credentialed financial advisor with 20 years of industry experience. He has worked at Wells Fargo Advisors since 2014, with prior roles at Wells Fargo Clearing. Outside of his advisory role, he owns and operates FPL Finance, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. The firm employs Wells Fargo research and planning tools to develop tailored recommendations delivered through discrete engagements.

Joan Nowicki is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds the Series 63 designation and has worked within various Wells Fargo entities since 2011. 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 for business-owner transitions, sports and entertainment, special needs, and divorce.

Paul Traczyk is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns MOCA Wealth Management LLC, an independent 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 range of planning options tailored to clients meeting a net-worth threshold and integrates advisory services with banking and other financial products.