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. Before joining Wells Fargo Advisors in 2025, he held positions at OTC Markets Group and Northland Controls. He also has a background in education, including roles at American University and Glen Ridge High School. 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 utilizing proprietary research and tools, with clients able to implement recommendations through various brokerage and advisory programs.

Thomas Palazzo is a CFP® professional with 21 years of industry experience. He has worked at Wells Fargo Advisors since 2022 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 17 years, as well as Ameriprise for six years. Palazzo also owns a financial advisory firm, The Palazzo Company LLC, based in Fairfax, VA. 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 and uses proprietary research and tools to develop tailored recommendations for clients.

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 at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 63 designation and has worked with Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2025. 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 and tailored recommendations supported by Wells Fargo research and planning tools.