Michael Tursi is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with Wells Fargo Advisors in Arlington Heights, IL. His prior roles include positions at PNC Investments and Charles Schwab. Outside of his advisory work, he owns J.M. Equity Advisors LLC and serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm offers specialized planning services and integrates advisory offerings with other financial products and referral channels.

Amy Zezulka Garcia is a CFP® professional with 36 years of experience in the financial industry. She is currently with Wells Fargo Advisors and has held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Garcia owns and operates AZG Advisory Services LLC and AZG Financial Advisory LLC, both based in Arlington Heights, IL, and is involved with Princeton Harriman Insurance Solutions in Sarasota, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and tools to develop customized recommendations.

Richard Miller III is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 11 years of industry experience. He has worked within various Wells Fargo entities since 2014. Outside of his advisory role, he serves as a board member for the PAC Lofts Homeowners Association in Chicago, participating in discussions on building operations. 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 planning menu and integrates advisory services with banking, lending, trustee services, and affiliated fund strategies.

Richard Miller Jr is a financial advisor with Wells Fargo Advisors holding Series 63 and Series 65 licenses and over 45 years of industry experience. He has worked within various Wells Fargo entities since 2009 and has ownership interests in two wealth management firms in Arlington Heights, Illinois. He also maintains a part-time role in an insurance practice based in Sarasota, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations across a broad range of financial needs, including specialized planning for business owners, sports and entertainment professionals, and clients requiring niche analyses.

Jeffrey Simon is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Arlington Heights, IL, and has 31 years of industry experience. He has worked in various roles within Wells Fargo-affiliated firms since 2012. Additionally, he is involved in an insurance practice and works with a financial planning firm outside of his advisory role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory program options.