Kelly O'Neill is a financial advisor with Wells Fargo Advisors in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she owns KO Wealth Management LLC, a separate investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based 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 for its clients.

Frank Virno Jr. is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He owns Gulf Coast Premier Wealth Management LLC and holds a treasurer position with the Rotary Club of Cape Coral, where he manages the club’s financials and historical records. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels through a large network of financial advisors.