Phuong Loan Vu is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, previously spending seven years with Wells Fargo Advisors LLC and over a decade at Wachovia Bank, N.A. Outside of her advisory role, she is the owner of LVPT Investments LLC, which focuses on real estate investment. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Patricia Hartnett is a financial advisor with Wells Fargo Clearing in Bryn Mawr, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a finance committee member at St. Elizabeth Church Parish in Chester Springs, PA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

John Strohman is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2026. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company, spanning from 2019 to 2026, as well as experience with JCS Advisory and Madison Square Investors. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.