Brently Young is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo in 2022. 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.

Andrew Castaneda is a financial advisor with Wells Fargo Clearing in Studio City, CA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports retirement plans with a range of consulting and discretionary investment services, utilizing research from its Investment Institute and third-party sources.

Bianka Peneva is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at HSBC Securities (USA) Inc, HSBC Bank USA, N.A., J.P. Morgan Securities, and JPM Chase BANK. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Pedram Afzal is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Wells Fargo in 2022, he spent 10 years at J.P. Morgan Securities. Outside of his advisory work, Afzal is an author of a book titled "Overdraft Queen." Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, employing diversification and modern portfolio theory within the constraints of custodian platform options.