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® and Series 66-registered financial advisor with 14 years of industry experience, currently with Wells Fargo Advisors since 2021. He previously worked for Wells Fargo Clearing from 2016 to 2021. Martin serves as a board member of the Academy of Finance at Williams High School and is a finance committee member for the North Carolina Grand Lodge. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning.

Bailey Bartee is a CFP® with 23 years of industry experience and is currently with Wells Fargo Advisors, where he has worked since 2019. Prior to that, he spent three years at Wells Fargo Clearing. Bartee serves as chair of the Endowment Committee at SouthPark United Methodist Church, where he discusses investment performance and project costs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, combining research, planning tools, and optional implementation through brokerage or advisory programs.

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® certificant with 25 years of experience in the financial industry. He is currently with Wells Fargo Advisors in Charlotte, NC, and previously worked at Wells Fargo Clearing and Edward Jones. He also 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, providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with client engagement options that include brokerage and advisory programs.