Westlake Village, CA N Westlake Blvd Office

Daniel Yates is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2010 to 2022. Outside of his advisory work, he owns and operates J. Elliott Capital Management, a private investment practice based in Thousand Oaks, CA. Wells Fargo Advisors is a broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm’s services include comprehensive planning and tailored recommendations supported by Wells Fargo research, with a range of advisory and brokerage implementation options.

Kelly Siedschlag is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding a Series 63 designation and 29 years of industry experience. She has worked at various Wells Fargo entities since 2003, including Wells Fargo Investments and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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, sports and entertainment, special-needs, and divorce planning.

Ian Treacher is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Wells Fargo Advisors and has held previous roles at Wells Fargo Clearing and Morgan Stanley, including Morgan Stanley Private Bank. 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 cash-flow, retirement, and niche services such as business-owner transition and special-needs planning.

Michael Blank is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2005. He is the owner of MVB Wealth Management, Inc., a financial advisory practice based in Westlake Village, CA. 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 that include cash-flow, retirement, education, and specialized planning areas, leveraging Wells Fargo research and tools to create tailored recommendations for its clients.

Richard Christensen III is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Morgan Stanley and Midwest Investment Advisors, LLC. He is also involved with RAC Investment Co, LLC, a private investment company he owns. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients’ needs. The firm uses proprietary research and planning tools to develop recommendations, with flexible implementation choices through its brokerage and advisory programs.

Albert Adam III is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his financial career, he serves as the mayor and a councilmember for the City of Thousand Oaks, California. 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 specialty areas such as business-owner transition and special-needs planning.

Brian Stilwell is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 34 years of industry experience. His career includes roles at various Wells Fargo affiliates and Chase Investment Services Corp. He has ownership in Bingdom Enterprises Corporation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and financial planning services, utilizing proprietary research and planning tools to tailor recommendations across diverse client needs.

Janet Burnett is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Wells Fargo Advisors since 2016 and is the sole owner of JB Financial Management, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that address areas such as retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in how to implement them.

Douglas Frank is a CFP® professional with 42 years of industry experience. He is currently affiliated with Wells Fargo Advisors and has previously worked at Bank of America and Merrill. Frank holds a California State Bar law license. 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 institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and sports and entertainment planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Jenna Lee is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo and its affiliates since 2012, including roles at Wells Fargo Clearing and Wells Fargo Bank. Additionally, Lee owns and operates Concord Wealth Management, a separate financial practice based in Pasadena, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering a broad range of investment and fee-based financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs. The firm integrates advisory services with other financial products and referral channels, providing tailored recommendations supported by proprietary research and planning tools.

Gloria Rodriguez is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 22 years of industry experience. She has worked at several related Wells Fargo entities since 2005, including Wells Fargo Clearing and Bancwest Investment Services. 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 institutions. The firm offers a broad range of planning services and integrates advisory services with banking, lending, and trustee products.

Ashley Smith is a CFP® with 12 years of experience in financial advising, currently serving clients at Wells Fargo Advisors since 2014. She is based in Westlake Village, CA, and holds the Series 66 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.

Fion Chan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Chan has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Bank, N.A., Wells Fargo Clearing, and Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, leveraging proprietary research and planning tools to develop recommendations.

Sabrina Allard is a CFA® charterholder and holds a Series 66 license with six years of industry experience. She has worked at Wells Fargo Advisors since 2023 and previously held roles at Merrill, Halstatt Legacy Partners, Steyn Capital Partners, and Income Research + Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial product sales and referral channels.

James Dryden is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory work, Dryden owns and operates a photography business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using firm research and planning tools, with clients able to implement recommendations through various brokerage or advisory programs.