Kathleen Webb is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent 11 years at A. G. Edwards & Sons, Inc. Aside from her advisory work, she serves as a trustee for her family’s trusts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory, serving over 14,000 advisors and managing approximately $671 billion in assets.

Mimi Patterson is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding Series 63 and Series 66 designations and 30 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. from 2002 to 2008. 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 both brokerage and advisory solutions.

Kimberly Glowacki is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 63 designation and 26 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. for seven years before joining Wells Fargo Clearing in 2016. 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 both brokerage and advisory solutions supported by research and analytics.

John Liu is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with Wells Fargo Clearing since 2017. Prior to his financial career, he spent 11 years at the Defense Manpower Data Center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages over $671 billion in assets and emphasizes research-driven investment approaches supported by Wells Fargo Investment Institute and third-party analytics.

Jeffrey Froshman is a CFP® certificant with 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and is also a lecturer at California State University, Monterey Bay, a role he has held for over 30 years. 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 employs more than 14,000 financial advisors, providing a range of brokerage and advisory solutions.

Peter Glaser is a CFP®-designated financial advisor with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at A. G. Edwards & Sons, Inc. He also serves as a trustee and holds power of attorney for his mother in California. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Desirae Bennett is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, she worked at Placer County Superior Court and California State University, Monterey Bay. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Andrew Liu is a CFP® professional with 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following six years at Morgan Stanley and four years at Citigroup Global Markets. His current practice is based in San Jose, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Dennis Shapses is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 63 designation and over 33 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he teaches courses on financial strategies for successful retirement at De Anza College Community Education and San Mateo Community College. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, employing research and analytics grounded in diversification and modern portfolio theory.

Fane Opperman is a CFP® professional with 38 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for 11 years. Opperman serves as an adjunct instructor in Personal Financial Management at California State University. 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 across more than 14,000 financial advisors and offers both brokerage and advisory solutions.