Jeffrey Gautier is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has worked at Wells Fargo clearing Services LLC and Wells Fargo Bank NA since 2018, and previously with W&S Brokerage Services, Western & Southern Life, and Fonville Morisey Realty. Outside of his advisory role, he serves as executor for his grandmother’s estate. 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 using proprietary research and tools, with planning engagements tailored to client needs and optional implementation through brokerage or advisory programs.

Matthew Marks is a financial advisor with Wells Fargo Advisors in Charlotte, North Carolina, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing Services. Outside of his advisory work, he is the proprietor of You Matter Daily, a recreation-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a variety of investment and financial planning services. The firm provides tailored recommendations using in-house research and planning tools, offering a broad range of planning options that clients may implement through brokerage or advisory programs.

Katherine Leszcynski is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her prior positions include roles at Wells Fargo Clearing and Prudential Equity Group, LLC. 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 special-needs analysis, utilizing Wells Fargo research and tools to develop tailored recommendations.

Joseph Baumhover is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Charles Schwab & Co., Inc. and USAA Financial Advisors. 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 tailored to client needs, using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

Nataliya Tsytsarova is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Her career includes roles at Wells Fargo Clearing Services, Wells Fargo Bank NA, and Jackson-Hewitt Tax Services. 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 including retirement, education, and specialized services such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Charmaine Brown is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses. She has 20 years of industry experience, including roles at Wells Fargo Clearing, CUSO Financial Services, Truist Investment Services, and Morgan Stanley. 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 and integrates advisory services with other financial product sales and referral channels.

Richard Jarman is a CFP®-certified financial advisor with 26 years of industry experience, currently with Wells Fargo Advisors. His prior roles include ten years at Wells Fargo Clearing and two years at Prudential Equity Group, LLC. Outside of advisory work, he holds ownership interests in several small business ventures related to commercial and farm land leasing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm combines its proprietary research and planning tools with optional implementation through brokerage or advisory programs.

Isaac Rankin is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with four years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing from 2022 to 2026 and spent ten years at Christ School. Outside of his advisory work, he is an author of poetry. 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 covering areas such as cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services for business owners, sports and entertainment professionals, and special-needs clients.