Wells Fargo Advisors Executive and Leadership Team

Brookfield Corporation is a leading global investment firm focused on building long-term wealth for institutions and individuals around the world. Headquartered in New York, the company combines operational expertise with long-term investment discipline to build and manage the assets that power economic growth and resilience. Brookfield operates through three distinct but connected parts: Asset Management, Wealth Solutions and a portfolio of Operating Businesses anchored by real assets. The firm is invested in long-life, high-quality assets and businesses around the world that form the backbone of the global economy, with over $850 billion in assets under management and over 100 years of experience as an owner and operator. Whether providing energy generation, critical infrastructure networks, advanced industrial capabilities or owning and operating high-quality real estate assets, Brookfield creates lasting value that supports communities, drives innovation, and strengthens the foundations of economies. The company puts its own capital to work in virtually every transaction, aligning interests with partners and investors, and bringing the strengths of operational expertise, global reach and large-scale capital to bear in everything it does. Brookfield's global businesses span renewable power and transition, infrastructure, real estate, private equity and credit.

Founded in 1810 and headquartered in Paris, France, Rothschild & Co is a fincancial services company. The company provides M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.

Barings LLC is a global investment management firm owned by Massachusetts Mutual Life Insurance Company and operates as a subsidiary of MassMutual Financial Group, a diversified financial services organization. The company is a global asset management firm that works with institutional, insurance, and intermediary clients to deliver excess returns across public and private markets in fixed income, real assets, and capital solutions. Barings has investment professionals based in North America, Europe, and Asia Pacific, operating through offices around the globe. The firm sources differentiated opportunities and builds long-term portfolios across public and private fixed income, real estate, and specialist equity markets. Barings offers investment capabilities spanning high yield, private credit, emerging markets, equities, direct lending, middle market lending, real estate debt, commercial real estate, emerging market debt, alternative investments, distressed debt, collateralized loan obligations, bonds, and business development companies. The company provides flexible solutions and alpha generation through long-term alignment with clients, leveraging depth and breadth to navigate dynamic markets. Barings has a heritage dating back to 1762 when it was originally established as a firm of merchants and merchant bankers in London, and the company realized the potential of asset management in the 1950s, establishing its own investment department in 1955 to serve corporate clients, sovereign connections, pension funds, and charitable institutions. The firm is committed to sustainable practices and responsible investment, aiming to serve its clients, communities, and employees while delivering value through decades of experience lending to middle market companies through economic and credit cycles.

Proctor Financial specializes in retirement planning, offering personalized financial strategies to help clients achieve their retirement goals. They prioritize client interests and provide expert guidance to alleviate the stress of investment decisions. The company also extends its services to businesses, assisting them in selecting cost-effective retirement plans for their employees. With a strong focus on building a close-knit community, Proctor Financial aims to instill confidence and security in their clients' financial futures.