Dominic joined Wells Fargo Advisors in 2008 and Wells Fargo Advisors Financial Network in 2025 and is responsible for providing investment advisory services to select retirement plans and private clients. Prior to joining the practice, Dominic managed a Wells Fargo Bank lending office in the San Francisco Bay Area. He has worked in financial services since 2002. Outside of the office Dominic enjoys spending time with his wife and their three children, playing and coaching basketball, swimming, cycling, running, and triathlons.

Jerry began his career with Wells Fargo Advisors in 1987 and is responsible for providing investment advisory services to our teams’ select private investors and their families, as well as our reinsurance and retirement plan clients. Jerry is married with two children and enjoys photography, golf, travel and spending time with his family and friends.

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.