Thomas Cook is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and based in Charlotte, NC. He has one year of experience in the financial services industry, with prior roles at LPL Financial and Sonic Automotive. 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 planning menu including retirement, education, business-owner transition, and niche services such as sports and entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Jacob Schreck is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes a position at Carnegie Private Wealth and roles outside the financial industry, including work with Muckenthaler Lawn and Landscape and as a student at Queens University of Charlotte. Wells Fargo Advisors 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 tailored to clients who meet net-worth thresholds, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Charles Jones is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating a total of 17 years within the Wells Fargo organization prior to his current role. Jones also owns Mecklenburg Wealth Management LLC, through which he dedicates substantial time as part of his professional activities. Wells Fargo Advisors is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research, tools, and models to develop tailored recommendations for clients.