Bennett Gordon is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior work includes roles at Wells Fargo Clearing, Oppenheimer, and Charles Schwab. He is a part-owner of MJMEH LLC and Wealth Management Group LLC, investment-related ventures based in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with various financial products and referral channels.

Stephanie Midler is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2024, and previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities from 2001 to 2024. She serves on the finance and investment committee of the Adolph and Rose Levis Jewish Community Center in Boca Raton, FL. 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, using proprietary research and tools, with discretionary implementation through brokerage or advisory programs as optional.