Joseph Caccippio is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He has been with Wells Fargo in various capacities since 2013. Outside of his advisory role, he owns and operates Caccippio Financial Planning, Inc., and serves as a trustee for its associated 401(k) plan. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm provides tailored recommendations based on proprietary research and planning tools, with optional implementation through brokerage or advisory programs.

George Christman is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he has ownership interests in several investment-related entities and a social media marketing business. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools and integrates advisory services with other financial products and referral channels.

Kalen Tavassoli is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 63 designation and five years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Tavassoli worked with Wells Fargo Clearing and Equitable Advisors LLC. He also has experience outside finance, including in the catering and hospitality sectors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm integrates advisory services with other financial product offerings and uses proprietary research and planning tools to develop tailored recommendations.

Patrick Lovell is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2009. He is also involved in investment-related business activities, including ownership interests in Ramsey Capital, LLC and 1792 Capital Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with various financial products and referral channels, offering customized recommendations supported by Wells Fargo research and planning tools.

John Gagne is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He has held previous roles within Wells Fargo entities since 2009. Outside of his advisory work, he owns Atlantic Wealth Management LLC and holds a partial ownership in 1792 Capital Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a comprehensive menu of planning options. The firm employs proprietary research and planning tools to develop tailored recommendations delivered through client meetings and summary reports.