Christopher Andrews is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. from 2009 to 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad array of planning options including cash-flow, retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing the extent of implementation.

Antonio Price is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has been with Wells Fargo Advisors since 2016 and previously worked at Morgan Stanley for one year. Outside of his advisory role, he is a 50% owner of KKAP LLC, a delivery contracting business. 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 services, using proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Sean Kirby Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Advisors since 2016, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside his advisory work, he is fully engaged with SKS72, LLC, an investment-related business he owns and operates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using proprietary research and planning tools. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, through a network of advisors.

Michael Levitsky is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 12 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Wells Fargo Advisors in 2016. Outside of his advisory work, Levitsky is involved in several investment-related business ventures. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that include cash-flow, retirement, education, and niche services tailored for specific client needs.

Mark Stoll is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo’s research and tools to develop tailored recommendations.

Ryan Fischer is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 63 designation and four years of industry experience. His career includes roles at Wells Fargo Clearing Services and Red Ventures, as well as work with Body Armor Sports Drink. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and tools, with optional implementation through various brokerage and advisory programs.

Alexander Simet is a financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo in 2023, he worked at the University of Maryland from 2019 to 2023. In addition to his financial advisory role, he manages a family-owned restaurant, Il Basilico Trattoria, where he oversees kitchen and serving staff operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, covering areas such as retirement, education, and wealth-transfer planning, supported by proprietary research and planning tools.

Frank Scicchitano is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at UBS Financial Services Inc since 2013. Outside of his primary role, he has ownership interests in FPS Wealth Management LLC and Scicchitano GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools.

David Holdsworth is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Advisors and related entities since 2009. Outside of his advisory role, he serves on the board of directors for the Quincehaven HOA and is involved in multiple business ventures, including investment-related LLCs and a trailer rental company. 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 range of planning services and integrates advisory solutions with other financial product offerings.

Bryce Joyner is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wells Fargo Advisors, he worked in roles outside the financial industry, including positions at Walmart and KFC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients meeting specific net-worth criteria.

Brandon Mahler is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. He has a private wealth advisory business, Mahler Private Wealth Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad range of planning offerings tailored to clients meeting a net-worth threshold.

Jeremy Barto is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has worked previously at Seventy2 Capital Wealth Management and Mookie's BBQ. 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 institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth criteria, with recommendations supported by Wells Fargo research and planning tools.

John Pagano is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also involved in investment-related business activities through his ownership of PAGANO72, LLC and PAGANO GP, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using Wells Fargo research and planning tools to develop tailored recommendations. The firm’s comprehensive planning services address areas such as retirement, education, risk, and specialized needs like business-owner transitions and divorce planning.

James Brockett II is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and nine years of industry experience. He was previously with Morgan Stanley Smith Barney for one year before joining Wells Fargo Advisors in 2016. Brockett also owns Brockett Capital LLC, an independent investment-related business based in Silver Spring, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by proprietary research and planning tools.

Alexander Eljdid is a CFP® professional with 16 years of industry experience, currently advising at Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is also involved in private investment activities through ownership in Compound Capital Wealth Management LLC and Edjdid GP LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory recommendations with a variety of banking and investment products.

Kevin Shultis is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 credential and has previously worked at UBS Financial Services and Merrill. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, with client implementation options across brokerage and advisory programs.

Cormac Foran is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at PF Changs and Struxured Solutions, LLC, and was employed by Clemson University. 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 and integrates advisory services with various financial products and referral channels.

Nicholas Shealy is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2017. Prior to his advisory role, he worked at the University of Maryland from 2013 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using Wells Fargo research and planning tools, with a range of services that include retirement, education, risk, and wealth-transfer planning.

Kevin Toohill is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Wells Fargo Advisors in 2023. Outside of his advisory role, Toohill is the head varsity baseball coach at Wilton High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting net-worth thresholds. The firm utilizes proprietary research and planning tools to deliver tailored recommendations across various financial planning areas, with implementation options available through its brokerage or advisory programs.

Kristina Hanniford is a financial advisor at Wells Fargo Advisors with three years of industry experience. She previously worked at Merrill and SunTrust Bank. She has a Series 66 designation. Outside of her advisory role, she has a rental property business co-owned with her spouse. 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, including specialized services, and integrates advisory services with other financial products and referral channels.

Elijah Rojas is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at General Dynamics and Loyola Marymount University. In addition to his advisory role, he works as an independent contractor specializing in security training. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and niche areas such as business-owner transition and special-needs planning.

Steven Bonavita is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based 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 planning and sports & entertainment planning.

Donald Dearie is a financial advisor with Wells Fargo Advisors based in Bethesda, MD, holding CFP® and Series 66 designations and bringing 15 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. He is also the owner of 3RD KNIGHT, LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and 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 and integrates advisory services with other financial products and referral channels.

Barbara Paige is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining Wells Fargo Advisors in 2024, she worked at Ameriprise and Ameriprise Financial Services from 2013 to 2024. Paige is also the owner of Segora Consulting LLC, a financial advisory practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations.

Dean Dagnoli is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He previously worked at UBS Financial Services for 15 years. Dean serves as the President and a member of the Board of Directors for the East Longmeadow Education Endowment Fund, which raises money for East Longmeadow Public Schools. Wells Fargo Advisors is a large broker‑dealer and registered investment adviser that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

Stephen Barto is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he is treasurer of the Bloomfield Lahser High School 50th Reunion Committee. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing if and how to implement them.

Joseph Hanney is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Hanney also owns a majority interest in HANNEY GP, LLC, a business formed to sell a minority stake to 72 Growth Partners LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with planning engagements typically structured as discrete projects covering diverse areas such as retirement, education, and business-owner transition planning.

Marie Joy Lomibao is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Wells Fargo Advisors in 2016. Outside of her advisory role, she is fully involved in 72JOYS LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with various financial product sales and referral channels.

Daniel Treanor is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 63 designation and 26 years of industry experience. He has previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC. Treanor also owns and operates Daniel J. Treanor Wealth Management, Inc., an investment-related business. 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 range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, supported by Wells Fargo’s research and planning tools.

Paul Carlson is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2016, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include specialized services such as business-owner transition and special-needs analysis. Advisors use firm research and planning tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Susan Tooker is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold.

Craig Martin is a CFP® with 14 years of industry experience. He is currently a financial advisor at Wells Fargo Advisors, having joined the firm in 2024. Prior to this, he worked at KAWG&F Financial Planning Group LLC and Harbor Investment Advisory, LLC. He serves as a trustee for a 401(k) plan and provides part-time support in tax and business operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

John Benjamin is a CFP®-certified financial advisor with 11 years of industry experience. He has worked at Wells Fargo Advisors since 2017 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as the head coach for boys ice hockey at St. Johns College High School and works as a part-time teaching assistant there. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions using research-based tools and tailored client recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning.

Kyle Hublitz is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2023. Outside of his advisory role, he has majority ownership in HUBLITZ GP, LLC, a company formed to sell a minority stake to 72 Growth Partners. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers comprehensive financial planning services tailored to net-worth qualified clients, covering a range of areas including retirement, education, business-owner transition, and special-needs planning.

Max Freelander II is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2015. Outside of his advisory role, he owns and manages investment-related businesses, including PROSPER LLC and FREELANDER GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with banking and other financial products.

Mohamed Shoukr is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, cash-flow, education, and specialized planning for business-owner transitions and other specific client needs.

James Washington II is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Advisors since 2019. Prior to that, he was employed at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2013 to 2019. 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, including specialized services such as business-owner transition and sports & entertainment planning, and uses proprietary research and tools to develop tailored client recommendations.

Mason Rush is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at The Gate One Group and held various positions including roles at The Home Depot, The Georgia State Financing and Investment Commission, and the University of Maryland, College Park. Outside of finance, he previously operated Mason Rush Lawn Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad menu of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.

Connor Carpenter is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at Eagle Bank and the Gossett Student Athlete Center. Outside of finance, he was involved with Sellos Italian Oven & Grill for two years. 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, including specialized services such as business-owner transition and sports & entertainment planning, utilizing proprietary research and tools to develop tailored recommendations.

Steve Otten Jr. is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in an investment-related business, L2, LLC, based in Ellicott City, MD. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with flexible implementation options through its brokerage and advisory programs.

Nancy Skonberg is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. She previously worked at Holy Trinity School for 16 years before joining Wells Fargo Advisors in 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Nicholas Garcia is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at OTC Markets Group and Northland Controls, and has academic experience at American University Kogod School of Business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Thomas Palazzo is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds the CFP® and Series 66 credentials and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also owns and operates The Palazzo Company LLC, an investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, and integrates advisory services with various financial products and referral channels.

Cory Chambers is a Series 66-registered financial advisor with Wells Fargo Advisors, bringing 22 years of industry experience. He previously worked at UBS Financial Services for six years before joining Wells Fargo Advisors in 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations across various complex planning areas.

Patricia Van Kirk is a CFP® with 36 years of experience in the financial services industry. She has worked at Wells Fargo Advisors since 2025 and previously spent 13 years at UBS Financial Services. Outside of her advisory role, she holds a majority interest in a merchant partnership, VAN KIRK GP, LLC. 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 using proprietary research and tools, with a focus on tailored recommendations and a variety of specialized planning areas.

Justin Saur is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo Advisors since 2017 and previously worked at the University of Maryland and Strosniders Hardware. Outside of his role at Wells Fargo, he owns and operates JPS Capital, LLC. 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 range of planning services and integrates advisory offerings with other financial products and referral channels.

Margaret Mc Laughlin is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds a Series 66 designation and has previously worked at MML Investors Services, MassMutual Life Insurance, and Commonwealth Financial Network. Outside of finance, her background includes roles at Punch Bowl Social and Vienna Sabres. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Paul Cody is a financial advisor at Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation. He joined Wells Fargo Advisors in 2025 after nine years at SS&C Technologies Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Brett Leschack is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 63 designation and 11 years of industry experience. His work history includes positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving 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 a net-worth threshold.