Jordan Fuller is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Dixon Wells. Wells Fargo Advisors Financial Network is an institution serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with services that include specialized planning for business owners, sports and entertainment professionals, and other niche client needs.

Archie Martin is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has held positions within Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2008. Martin is involved with the Academy of Finance board at Williams High School and serves on the Finance Committee of the North Carolina Grand Lodge. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients, leveraging Wells Fargo’s research and planning tools to develop tailored recommendations.

Bailey Bartee is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors since 2019. Prior to this, Bartee worked within Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2019. Outside of advisory work, Bartee serves as the Endowment Committee Chair at SouthPark United Methodist Church, where involvement includes discussing investment performance and church building projects. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and comprehensive financial planning services to individuals, trusts, and institutional clients. The firm delivers tailored recommendations through a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Andrew Walker is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2018. Prior to his financial services career, he was involved with Stuart's Tents and Events and has experience from Appalachian State University. Wells Fargo Advisors Financial Network 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 that include cash-flow, retirement, education, and specialized areas such as business-owner transition and sports and entertainment planning.

Phillip Jordan is a CFP®-designated financial advisor with Wells Fargo Advisors in Charlotte, NC, bringing 25 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he owns and operates Bespoke Asset Management LLC, an investment-related business based in Matthews, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions and other niche areas. Advisors use Wells Fargo research and planning tools to deliver tailored recommendations, with flexible implementation options through their brokerage or advisory programs.