Ryan specializes in developing progressive wealth management strategies that help his clients reach their unique financial goals. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity. Whether planning for retirement, saving for a child’s or grandchild’s education, or preserving a lifetime of wealth, Ryan can provide the advice and resources that support each client’s objectives. 

To further his knowledge on behalf of his clients, Ryan has earned the designations of CERTIFIED FINANCIAL PLANNER^®, Accredited Wealth Management Advisor^SM and Accredited Domestic Partnership Advisor^SM, and he is an active member of the Financial Planning Association of Orange County. In addition, he has been recognized by Wells Fargo Advisors as a Platinum Council (2011-2013.) The distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network.

With more than 28 years of experience as a Financial Advisor, Ryan has dedicated his career to helping his clients meet their financial needs. Before joining Wells Fargo Advisors (formerly Wachovia Securities) in 2007, he spent more than nine years as a Financial Advisor with Morgan Stanley.

Outside the office, Ryan is an active member of his community. His volunteer positions have included serving as the Board Chairman of both the YMCA of Orange and Rebuilding Together Orange County, Children’s Hospital of Orange County’s Pediatric Mental Health Advocacy Committee. He also supports many other local organizations. He also enjoys traveling, trying new and unique foods, and all things automotive.

Ryan’s Approach to Long-Term Investment Planning:

“Making sure your wealth continues to work in support of your goals takes careful and ongoing planning. As your life circumstances change, so must the investment strategies I use to help you stay on course toward meeting your objectives. That’s why I meet with you to design investment strategies targeted to your specific needs and goals as they evolve over time. Although I do not provide tax advice, I will keep you informed about tax law changes and estate plan issues to help preserve your wealth—now and for generations to come.”

Ryan’s Perspective on Portfolio Management Services:

“What you pay matters to me. It is important for you to know exactly what you pay, so there are no unexpected or unexplained costs. As my client, you should know that my primary objective is to make sure you achieve your financial goals. With that in mind, I am always looking to design long-term, diversified investment solutions and use cost-efficient, high-value strategies to manage your money.

Although I offer traditional brokerage accounts, I believe that fee-based account management focuses on the long-term benefits of your financial strategy. I offer a variety of money-management programs in which traditional commission fees are replaced by a quarterly fee, assessed in advance and based on the assets in your account. Because I am paid a percentage of the value of your account assets, I have a personal stake in your investment success. Through these fee-based programs, I can help you develop a portfolio that balances your need for safety, growth and current income.”

 

Contact Me

If you want a Financial Advisor for today and tomorrow, Contact Me.

Jon M. Leedom
Managing Principal
Fundamental Choice Portfolio Manager

Phone: 714.406.0571
Email: jon.leedom@wfafinet.com

With more than 28 years’ experience as a Financial Advisor, Jon is dedicated to helping our clients meet their financial needs. Backed by the vast resources of Wells Fargo Advisors Financial Network, we are fully invested in our clients.

Graduated from the University California Santa Barbara with a degree in Economics and worked as an intern with Prudential Securities before joining the industry. He takes pride in working for a firm that puts you first. He strives to help each one of our clients plan for a financial future in a way that best meets his or her goals. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, he can help.

Away from the office, we are active with the YMCA of Orange and enjoy golf and surfing. Jon and his wife Courtney live in North Tustin, California with their two children Matthew and Alexa.

Comprehensive Investment Planning

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event. It is a process. As your life circumstances change, so must the investment strategies we use to stay on course toward meeting your objectives. That is why we work with you, one on one, to design investment strategies targeted to your specific needs and goals.

Investment Process

You’ll receive tools and support to develop a detailed inventory of all of your financial assets so you can find out exactly where you stand. This evaluation puts your total securities portfolio in perspective by providing you with such things as current price, profit or loss, income, and current yield on items held in your portfolio. We will help evaluate whether certain estate planning techniques — such as a trust — are appropriate for your individual circumstances. We will use a team approach to coordinate estate planning with you and your attorney. Any investment strategy, no matter how well-designed, is of little value unless it is implemented and maintained. We will help ensure that your investment plan is put into action and that it is coordinated with your attorneys and accountants.

The foundation of our investment process is the Fundamental Choice portfolio management advisory program. The Fundamental Choice program has been developed to combine the collective insight of Wells Fargo Investment Institute and our correspondent firm’s market strategy, fundamental and quantitative analysis, and individual recommendations to create the parameters for investment portfolios. Having access to vast array of investment options, make it possible for these portfolios to be tailored to individual investor’s risk profiles (moderate, moderately aggressive, and aggressive). When working with the portfolio manager through the Fundamental Choice program, you gain several potential advantages. First, you don’t have to bring a third-party portfolio manager “up to speed” on your investment objectives – Jon and Craig are your Portfolio Managers. Second, each Financial Advisor must be certified by the firm to work with clients through the Fundamental Choice program. The criteria for certification include a mix of experience and education. Finally, the annual account fee is based on your account size rather than traditional trade-based commission charges (billed quarterly in advance)


CA Insurance License Number 0C41174. Resident State CA

Fees of the Fundamental Choice program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. Advisory accounts are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation were based on commissions. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

As each Fundamental Choice program account is individually managed, construction and ongoing management of portfolios may vary from those discussed in this Philosophy Statement.

Past performance is not indicative of future results, and there is no assurance that any investment strategy will be successful.

Sean Loftus
Managing Director – Investment Officer

In 1990, Sean joined his father Brian in this career of helping families grow, preserve, and transfer their wealth with clarity and confidence. His career has transformed over that time from Stockbroker to Investment Advisor, to Financial Advisor and Portfolio Manager and now Managing Director and Investment Officer.

When he got into the business, most corporate employers offered robust benefits including healthcare in retirement, pensions, qualified plans with healthy matching, and in some cases, a stock purchase plan. Many of those benefits have diminished or vanished over time. Today, we need to look at what investment accounts should be funded and what additional planning is needed to replace those benefits. Understanding Trust and Transfer On Death accounts, ROTH IRAs, employer plans, entitlement programs, family and charitable gifting, and Estate Taxes is more important than ever before. Sean has stayed focused on the changes in employer benefits and legislation that affect the financial abilities of his clients and is continuously learning and leveraging Wells Fargo Specialists to adopt new strategies as the landscape shifts. His process emphasizes disciplined planning, consistent reviewing and adjusting, and clear communication with his clients. He works to understand the needs of the people who either support, or rely on, the family’s financial structure and will work with CPAs and Attorney’s to allow for a fully coordinated approach.

What’s important to Sean

Sean’s highest priority is that clients feel comfortable sharing their full financial picture—objectives, concerns, and questions—so he can provide clear, thoughtful guidance in preparation for when they need it. He answers his own phone and encourages his clients to call whenever a financial question is on their mind.

A Family Practice: Welcoming the Next Generation

In January 2026, Sean’s son David Loftus joined the team. David has worked in the financial services industry since 2023 and is registered in both securities and insurance. He brings strong planning skills, a client-first mindset, and hands-on service experience from his previous roles. Together, Sean and David offer continuity, expanded capacity, and a multigenerational perspective for the families they serve.

See our team page for our Service and Planning Process.

Outside the Office
Sean has lived in Orange County since 1970 where he and his wife, Janet, raised their two sons, and remain active in their community through their church, local schools, and charitable organizations. Sean enjoys time with family and friends, golf, Maui, concerts, and the relationships built over decades of serving clients.

CA Insurance License #0A67594, Resident State [CA]

Craig E. Tuthill
Senior Financial Advisor
Fundamental Choice Portfolio Manager

Phone: 714.406.0569
Email: Craig.Tuthill@wfafinet.com

With over 26 years’ experience as a Financial Advisor, Craig is dedicated to helping our clients meet their financial needs. Backed by the vast resources of Wells Fargo Advisors Financial Network, we are fully invested in our clients.

Graduated from the University California Santa Barbara with a degree in Economics and worked as interns with Prudential Securities before joining the practice. We take pride in working for a practice that puts you first. We strive to help each one of our clients plan for a financial future in a way that best meets his or her goals. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, we can help.

Away from the office, Craig is an avid triathlete and enjoys spending time with family.

Comprehensive Investment Planning

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event. It is a process. As your life circumstances change, so must the investment strategies we use to stay on course toward meeting your objectives. That is why we work with you, one on one, to design investment strategies targeted to your specific needs and goals.

Investment Process

You’ll receive tools and support to develop a detailed inventory of all your financial assets so you can find out exactly where you stand. This evaluation puts your total securities portfolio in perspective by providing you with such things as current price, profit or loss, income, and current yield on items held in your portfolio. We will help evaluate whether certain estate planning techniques — such as a trust — are appropriate for your individual circumstances. We will use a team approach to coordinate estate planning strategies with you and your attorney. Any investment strategy, no matter how well-designed, is of little value unless it is implemented and maintained. We will help ensure that your investment plan is put into action and that it is coordinated with your attorneys and accountants.

The foundation of our investment process is the Fundamental Choice portfolio management advisory program. The Fundamental Choice program has been developed to combine the collective insight of Wells Fargo Investment Institute and our correspondent firm’s market strategy, fundamental and quantitative analysis, and individual recommendations to create the parameters for investment portfolios. Having access to vast array of investment options, make it possible for these portfolios to be tailored to individual investor’s risk profiles (moderate, moderately aggressive, and aggressive). When working with the portfolio manager through the Fundamental Choice program, you gain several potential advantages. First, you don’t have to bring a third-party portfolio manager “up to speed” on your investment objectives –Craig and Jon are your Portfolio Managers. Second, each Financial Advisor must be certified by the firm to work with clients through the Fundamental Choice program. The criteria for certification include a mix of experience and education. Finally, the annual account fee is based on your account size rather than traditional trade-based commission charges (billed quarterly in advance.)

CA Insurance License Number 0D04000. Resident State CA

Fees for the Fundamental Choice program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. The fees do not cover the fees and expenses of any underlying packaged
product used in your portfolio. Advisory programs are not designed for excessively traded or
inactive accounts and are not appropriate for all investors. During periods of lower trading
activity, your costs might be lower if our compensation was based on commissions. Please
carefully review the advisory disclosure documents for a full description of our services,
including fees and expenses. The minimum account size for this program is $50,000.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned
subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
As each Fundamental Choice program account is individually managed, construction and
ongoing management of portfolios may vary from those discussed in this Philosophy Statement.

Past performance is not indicative of future results, and there is no assurance that any
investment strategy will be successful.

David B. Loftus
Financial Advisor

David Loftus is a Financial Advisor with Wells Fargo Advisors Financial Network and a member of the Loftus Securities & Wealth Management team. As part of a multigenerational family practice, he works alongside his father, Sean Loftus, aiming to bring a modern approach to wealth planning and investment management.
David began his career after earning his degree in finance from San Diego State University in 2023. Before joining the practice, he supported a team of advisors at Cetera Financial Group, gaining experience in client service, retirement plan development, and operational strategy. He holds his Series 7 and Series 66 registrations, and California Life & Health Insurance licenses.

Advisory Approach

In his role as a Financial Advisor, David focuses on helping individuals and families make informed, confident financial decisions. His approach reflects the core principles of the team, helping clients define their vision, commit to a purposeful plan, and make the most of their financial resources. His areas of focus include investment management, retirement planning, education funding, and broader investment planning.
David is committed to carrying forward the team’s tradition of service while contributing his own perspective and energy to the practice. He values long-term relationships and strives to provide clients with clarity and confidence at every stage of their financial journey.

Outside the Office

Outside of work, David enjoys the outdoors, whether it's surfing at black’s beach, golfing at courses across San Diego, or heading to Mammoth Mountain during the winter to snowboard.

CA Insurance License Number 4369088 Resident State CA

CA Insurance License: 0D06052 | Resident State: CA

For nearly 40 years, Steven Adelizi and his team of financial professionals have provided customized financial services for wealthy families, non-profit organizations, and private institutions. Steven is an experienced, energized, educated and informed financial advisor helping his clients achieve their investment goals and objectives.  After graduating with a double major in Finance and Economics, Steven went on to work for several well-respected financial institutions, including Dean Witter Reynolds, Paine Webber and Prudential Securities.  After a 24 year career with the Wells Fargo Advisors he has launched The Adelizi Group of Tustin Centre Wealth Advisors, an affiliated practice with Wells Fargo Advisors Financial Network, LLC.

On weekends, you can find Steve spending time with family and friends, working on various home improvement projects, or enjoying weekend excursions.  Some of Steve’s favorite hobbies include playing guitar and drums, listening to his diverse collection of vinyl recordings, and photography.

TX Insurance License Number 1955805 Resident state TX
CA Insurance License Number 0A36527 Resident state TX

Nicholas Adelizi
Registered Associate

Nicholas Adelizi has over 26 years of experience in the financial services industry. He specializes in building lasting, trustworthy relationships with his clients by always putting their needs first. Before launching The Adelizi Group of Tustin Centre Wealth Advisors (an affiliated practice with Wells Fargo Advisors Financial Network, LLC) Nicholas worked for several other well-respected financial institutions, including Paine Webber, UBS and Prudential Securities.

Outside the office, Nicholas enjoys taking long walks, trout fishing on the Sacramento River, working in his backyard vineyard, and spending time with family. Some of his activities include wine tasting with his wife and friends, taking road trips, and tracking his Porsche.

For nearly 35 years, Paul Hammersmith and his team of financial professionals have provided customized financial services for their clients. Paul develops and implements sound, well thought-out strategies to help his clients grow, manage and preserve their wealth.

After serving as Chief Operating Officer for a Houston-based, financial boutique firm and as a Senior Investment Advisor with the Wells Fargo Advisors downtown Houston office, Paul launched the Hammersmith Financial Group of Tustin Centre Wealth Advisors, an affiliated practice with Wells Fargo Advisors Financial Network.

Paul is a Fundamental Choice Portfolio Manager and has completed rigorous studies and examinations in all aspects of wealth management.  In addition to continuing education programs, he stays abreast of current developments and trends in Investment Planning, wealth management and tax-efficient investing.  He abides by stringent ethical standards of professional conduct and has supervisory personnel within his practice.

The mission of the Hammersmith Group of Tustin Centre Wealth Advisors is to apply years of education, experience and the significant resources of Wells Fargo Advisors Financial Network with attentiveness and expertise.   Paul’s advice is always unbiased and objective, with a focus on each client’s specific needs, aspirations and goals.

Paul believes in giving back and is a deacon at Second Baptist North Campus in Kingwood, TX.  He and his wife Lisa have 3 children; Robert is a graduate of Oklahoma State University and now a project Manager in Clear Lake, Tx.  Eric, a Texas A & M graduate, and is currently serving our country in a special strike force unit in the Middle East and Luke is a student at Belmont University in Nashville, TN.

Nina Domingo
Senior Client Associate
Phone: 714.406.0591

Email: nina.domingo@wfafinet.com
 
For over 20 years, Nina has been assisting clients at Wells Fargo Advisors. As a Senior Client Associate, Nina is dedicated to working with our team to help our individual and businesses clients develop financial and investment strategies that line up with their needs, goals and risk tolerance. Nina assists clients with their accounts, helps set up retirement programs, and helps construct group educational seminars.

Lisa Maisano-Norman serves as Senior Administrative Associate for The Adelizi Group of Tustin Centre Wealth Advisors. She focuses on client communication, coordination, and streamlining operations for the practice. Lisa loves having the opportunity to help our advisory team positively impact our clients’ lives, ensuring they are well cared for, and their needs are met. In 2005, Lisa graduated from the University of Phoenix with a degree in Business Administration. After graduation, Lisa most recently held positions at Alight Solutions, Willow Wood Junior High, and HEB before joining the Adelizi Group of Tustin Centre Wealth Advisors.

Outside the office, Lisa and her husband enjoy traveling and keeping up with their daughter who recently graduated from Sam Houston State University. In her free time, Lisa likes to stay active and be outdoors. Her activity of choice is walking in beautiful and exciting locations.

Maria Reed
Senior Administrative Assistant

Phone: 281-404-9114
Email: maria.reed@wfafinet.com
 
Maria Reed serves as a Senior Administrative Assistant for the Hammersmith Group of the Tustin Centre Wealth Advisors. She works hand in hand with Paul Hammersmith, Senior Financial Advisor, Fundamental Choice Portfolio Manager, in ensuring all aspects of the client relationship are managed to the client’s satisfaction.

With over 25 years of experience in the financial industry, Maria has worked in Wholesale, Transfer Agency, Registered Investment Advisory and Retail sectors of the industry.

A graduate of Sam Houston State University, with a degree in Business, Maria’s first job was with the Mutual Fund Division of AIG. Since that first foray, she has held positions with Van Kampen Funds, Goldman Sachs and over 20 years with Wells Fargo Advisors. 

Outside of work, Maria values family, community, and creating meaningful connections. She believes that success is measured not only by results but by the relationships built along the way.

Nancy Johnson
Senior Financial Advisor

Nancy Johnson, Senior Financial Advisor, has been helping individuals and families navigate their financial lives since 1978 — and she’s still at it. At Wells Fargo Advisors Financial Network (WFAFN), Nancy brings nearly five decades of real-world experience to every client relationship, specializing in portfolio management, insurance, estate planning and retirement strategies.

Her career has taken her through some of the industry’s most respected firms — Merrill Lynch, Prudential Bache, Smith Barney, and Wells Fargo Advisors — before landing at WFAFN, where she found the independence to truly put her clients first. That long track record hasn’t gone unnoticed. Nancy has been named a Forbes Top Women Wealth Advisor (2020) and a Forbes Top Women Advisors Best-In-State for 2023, 2024, and 2026. She’s also a Senior PIM Portfolio Manager.

Outside the office, Nancy’s world revolves around her family, her kitchen, and her garden. Spring and fall find her out tending her raised beds, and she’s deeply committed to giving back through The Laguna Food Pantry and Donor’s Choose, which connects her donations to her former elementary school in South Central LA. Travel has always been a big part of who she is — Nancy takes an annual trip abroad and loves nothing more than sharing stories from the road. Ask her where she’s been lately!
 
2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com).

The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com).

2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com).

The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 - 6/30/25 (Source: Forbes.com).

CA Insurance License #: 0A55171 | Resident State: CA

Mark Ansara, Senior Financial Advisor at Wells Fargo Advisors Financial Network (WFAFN), brings a wealth of knowledge and expertise to help clients address their financial concerns. Ever since starting his career as a Floor Trader with Pacific Stock Exchange in 1991, Mark has focused on educating clients about financial markets and has earned the trust of countless individuals, families, businesses, and charities throughout his 35+ year career in financial services.

Before coming to WFAFN to truly take control of his business, Mark’s career started at Shearson Lehman, then Crowell Weedon, and finally Wells Fargo Advisors in 2013. As a PIM Portfolio Manager, Mark is among a select group of financial advisors entrusted to manage client portfolios with discretionary authority. Specifically, Mark’s core proficiencies include all aspects of wealth management for individuals & foundations, as well as equity options expertise.

Mark and his family are all incredibly passionate supporters of Miracles for Kids, a charity which helps the families of children with life threatening diseases. On the weekends, he enjoys spending time with friends and family on the coast. Mark particularly enjoys any water or water-adjacent activities, as well as being hands on around the house, in the garage, or at the gym!

CA Insurance License Number 0E73214. Resident State CA

Susan Ellena, Senior Financial Advisor

Susan Ellena brings professionalism, a personable attitude and passion for the clients to her role as Senior Financial Advisor at Wells Fargo Advisors Financial Network (WFAFN). With expertise in wealth management, retirement planning, and estate planning strategies, she has the tools necessary to understand the needs of the individuals, families, and businesses she serves.

Before coming to WFAFN, Susan gained many years of experience at financial firms such as Paine Webber, Prudential Bache, Smith Barney, and Wells Fargo Advisors. Utilizing the independent resources at WFAFN, she can give advice that is as sincere as it is comprehensive. For her, the most rewarding part of the job is to help her clients reach their financial goals.

Susan was born and raised in Orange County and attended Santa Ana College. In addition to her responsibilities at WFAFN, she supports the Salvation Army. Outside of the office, Susan enjoys cooking and entertaining. Above all though, she loves family time – especially making memories with her 4 grandchildren!

CA Insurance License Number 0A74767. Resident State CA

 

 
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Jake Johnson is a Senior Financial Advisor at Wells Fargo Advisors Financial Network. A tireless student of markets both past and present, he gives decisive and thorough advice to his clients. He enjoys simplifying complex financial topics and specializes in creating tax-efficient portfolios.

Jake gained experience working in markets as a trader for a proprietary trading firm and working with people in a sales role for an on-demand storage start up. He is very happy in his career as a financial advisor which combines market savvy with people skills, and looks forward to spending the next several decades in this field. He may even outlast his mother Nancy, who is approaching five decades in the business in 2028. Jake earned a B.S. in Economics and a minor in mathematics from Tulane in 2014 and later earned the CFP® certification in 2019. In addition, Jake passed the CFA Level 1 exam in 2019.

Outside of the office, he’s placing 1st in 25-kilometer trail races, spending time working on his California native garden, or finding something to fix on his 1975 Ford F100!

CA Insurance License Number 0M50778. Resident State CA

Lisa Mayer - Senior Registered Client Associate

Lisa Mayer makes it her mission to ensure exceptional service for every client who walks through the door. In her role as Senior Registered Client Associate at Wells Fargo Advisors Financial Network, she is known to put real heart into her responsibilities in both operations management and client administration.

Lisa draws on her 30-year history in the financial services industry to anticipate needs and see tasks to quick completion for the clients at Pelorus. Before joining the team to reinforce our high standards in customer care, she worked at places like Crowell, Weedon & Co., JP Morgan Securities, Hambrecht & Quist, and Smith Barney.

Outside of the office, Lisa also puts real heart into animal rescue organizations like the Animal Assistance League of Orange County, the Best Friends Animal Society, and the K9 Spirit organization. She also enjoys baking, cooking, Pilates, and entertaining friends & family. When you see Lisa, ask her about her dogs - Jackson & Izzy!

CA Insurance License Number 0M68611. Resident State CA.

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