La Jolla, CA Executive Square Office

Jacquelyn Walker is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2015. Outside of her advisory role, she is involved in modeling and brand representation, serves as a yoga instructor, works as a notary public, and provides pet care services through Rover. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations for its clients.

Jamie Meronoff is a CFP® with 16 years of industry experience. He is currently with Wells Fargo Advisors in La Jolla, CA, having previously worked at Edward Jones for ten years and Wells Fargo Clearing for four years. Meronoff also owns and manages JAM WEALTH, LLC, a separate financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using Wells Fargo’s research and planning tools, with clients choosing how to implement those recommendations through various brokerage or advisory programs.

William Boggs is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Wells Fargo Advisors in La Jolla, CA, having joined the firm in 2025. Prior to this, he worked for nine years with Pence Wealth Management Corporation and LPL Financial, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by internal research and planning tools, covering diverse areas such as retirement, education, and specialized planning for business owners and other niche needs.

Sylvia Geffen is a financial advisor with Wells Fargo Advisors in La Jolla, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley DW Inc. She serves as a trustee for multiple family trusts and has ownership in an investment-related business outside her advisory role. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Leslie Castillo is a CFP® with 20 years of experience in the financial services industry. Currently with Wells Fargo Advisors, Leslie has previously worked at firms including LPL Financial, Mariner Independent Advisor Network, and D.A. Davidson & Co. Outside of traditional advisory roles, Leslie is involved with several business activities including an independent investment advisory firm, Mariner Independent Advisor Network. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu covering areas such as retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored client recommendations.

Amanda Brown is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, using Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

Gregg Shallan is a financial advisor at Wells Fargo Advisors in La Jolla, CA, holding CFP®, ChFC®, and Series 66 designations with 25 years of industry experience. He previously worked at Wells Fargo Clearing and Citigroup Global Markets. He is also the owner of Madflix Capital LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and special-needs planning. Advisors use proprietary research and tools to develop tailored recommendations, with clients able to choose how to implement them through the firm’s brokerage or advisory programs.

John Hadley is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, and integrates advisory services with other financial products and referral channels.