Fresno, CA E. River Park Place West 101 Office

Brandon Schwartz is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Wells Fargo Advisors and has held roles within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2010. Schwartz also owns and operates Schwartz Wealth Management, LLC, a financial planning practice based in Fresno, California. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored client recommendations across various specialized planning areas.

Lance Dunn is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Tri Counties Bank for 13 years and at Raymond James Financial Services for 15 years. Outside of advising, he is involved in hospitality and real estate through ownership of 4lads Hospitality LLC and Bynum Real Estate Services. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations using in-house research and planning tools across a broad array of specialized planning areas.

Lexis Dunn is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, Dunn worked at Valley Athletics, Raymond James Financial Services Advisors, and TriCounties Bank. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a range of investment and financial planning services, including cash-flow, retirement, education, and specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm combines advisory services with banking and lending products, offering tailored recommendations supported by proprietary research and planning tools.

Daniel Aller is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the Wells Fargo organization since 2011. Outside of his advisory role, he owns and manages DJ Aller Holdings, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Chia Lai is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2013. 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 investment and financial planning services, utilizing proprietary research and planning tools to develop customized recommendations.

Matthew Medeiros is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 66 designation and having 20 years of industry experience. His career includes roles within Wells Fargo entities since 2011. Outside of his advisory work, he co-owns a rental property in Shaver Lake, California, with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored client recommendations.

Jeffrey Garton is a financial advisor with Wells Fargo Advisors in Fresno, CA, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also the owner of Garton Wealth Management, LLC, an independent business based in Fresno. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm uses proprietary research and planning tools to develop recommendations, with implementation options available through its brokerage or advisory programs.