Trent Doty is a CFP®-credentialed financial advisor with nine years of industry experience, currently with Wells Fargo Advisors since 2026. His prior experience includes roles at Wells Fargo Clearing Services, Edward Jones, and Saddle Creek Logistics Services. Outside of his advisory work, he holds a minority ownership in a development company. 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 and uses proprietary research and tools to develop tailored client recommendations.

David Vanhorn is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 17 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at UBS Financial Services for 15 years. Outside of his advisory role, he has ownership interests in several investment-related entities, including a family real estate holding corporation and private practices. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including cash-flow, retirement, and specialized planning, utilizing proprietary research and tools to develop tailored recommendations.

Melinda Harrity is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for over 17 years before her current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

John Mchale is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc from 2014 to 2023 before joining Wells Fargo Advisors. He is involved with several investment-related private companies, including JECU LLC, Mchale Group LLC, and 1858 Haven Private Wealth LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial product sales and referral channels.

Michael Maltby is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Wells Fargo Advisors and its related entities since 2009. 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, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds.

Roger Doty is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding a Series 66 designation and 28 years of industry experience. He has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill prior to his current role. Outside of his advisory work, he has ownership in a development company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored recommendations.

Amy Borja is a financial advisor at Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to her current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and 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 and special-needs planning, delivered through tailored recommendations supported by Wells Fargo research and planning tools.

Ryan Stewart is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for nine years before joining Wells Fargo Advisors. Stewart has ownership interests in two investment-related entities, Dixie Hawk LLC and McHale Group LLC, both based in Alpharetta, GA. 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 to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

Andre Vanhorn is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He previously worked at UBS Financial Services Inc for 15 years before joining Wells Fargo Advisors in 2023. Outside of advisory work, he is involved in several business ventures, including ownership interests in multiple financial practices and investment-related companies. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and planning tools, delivering tailored recommendations through meetings and written summaries.

Glenn Frank is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Raymond James & Associates, Morgan Keegan & Company, LLC, and UBS Financial Services. Outside of his advisory work, he is the sole owner of JBC Greenpoint LLC. 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 range of planning options that address diverse client needs, utilizing Wells Fargo research and tools to deliver tailored recommendations.

Kristie Crooms is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding a Series 66 designation and 24 years of industry experience. She has worked with Wells Fargo and its affiliates since 2009, following seven years at Merrill. Outside of her advisory role, she holds a 50% ownership in BKM Enterprises, LLC. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing a broad range of investment and fee-based financial planning services, utilizing firm research and planning tools to develop tailored recommendations across diverse financial needs.

William Williams Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Merrill and various Wells Fargo entities over the past two decades. Outside of his advisory work, he is a 33% owner of Maxwill Investments LLC in Thunderbolt, GA, where he participates in deal discussions and occasional closings. 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 utilizing proprietary research and tools, with advisory services integrated alongside other financial product offerings.