Irvine, CA 300 Spectrum Center Dr Office

Jud Crary is a Series 66 licensed financial advisor with 23 years of industry experience, currently practicing at Wells Fargo Advisors Financial Network since 2015. He serves as vice chairman of the Philharmonic Society in Irvine and is the lead singer for The Grateful Dads, a local music group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations supported by proprietary research and planning tools, serving clients through a broad menu of planning options and optional implementation through various brokerage and advisory programs.

Robert Rotstan Jr. is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he is vice president of the Roy J Shlemon Foundation and owns Bob's Creative Ideas, a business focused on creating and patenting product ideas. 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, including specialized planning for business-owner transitions, sports and entertainment, and other niche areas, utilizing Wells Fargo’s research and planning tools for tailored client recommendations.

Courtney Cramer is a financial advisor at Wells Fargo Advisors with a Series 66 credential and five years of industry experience. She has worked at Wells Fargo Advisors since 2018 and previously held roles at Incite Agency, ManagePointe Technologies, Huemanly, and Wells Fargo Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a wide range of investment and fee-based financial planning services. The firm offers comprehensive planning options tailored to clients meeting certain net-worth criteria and integrates advisory services with various financial products and referral channels.

Scot Hicks is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Independent Financial Group, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding on implementation through brokerage or advisory programs.

Stuart Hennessey is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney and Independent Financial Group, LLC. Outside of his advisory work, he sells art online through a personal venture. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients who meet net-worth thresholds. The firm combines comprehensive planning tools with brokerage and advisory programs to develop tailored recommendations.

Curtis Rach is a financial advisor at Wells Fargo Advisors in Irvine, CA, with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he owns CRACH CONSULTING, providing consulting services for financial practices. 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 financial planning services tailored to clients who meet net-worth thresholds, utilizing Wells Fargo research and tools to deliver customized recommendations.

Christopher Bevans is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Advisors since 2022 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Bevans owns and manages investment-related entities in Newport Beach, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a comprehensive range of planning options and integrating advisory services with other financial products and referral channels.

Alan Watts is a CFP® professional with 24 years of experience, currently affiliated with Wells Fargo Advisors since 2018. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating extensive industry experience. Outside of advisory services, he is involved in aviation-related businesses including ownership and operation of jet charter services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, serving clients with diverse and specialized planning needs.

Brian Stewart is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he owns Brian Stewart Consulting, LLC, an investment-related business based in Lake Forest, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad suite of planning options. The firm combines research, planning tools, and varied financial product offerings to deliver tailored recommendations and integrated solutions.

James Vale is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He holds the Series 66 designation and is based in Irvine, CA. Outside of his advisory role, Vale serves as treasurer and board member for homeowners associations in Laguna Niguel. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools to develop tailored recommendations. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Breanna Ohearn is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for three years and spent time at Dominics Ristorante Italiano and California State University Long Beach. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing Wells Fargo research and tools, delivering tailored recommendations through advisors with optional implementation through various brokerage or advisory programs.