Jonathan Diehl is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has prior experience at Wells Fargo Clearing and U.S. Bancorp Investments. Diehl is a part owner of Panorama Wealth Partners, LLC, where he dedicates significant time during trading hours. 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 retirement, education, risk, and wealth-transfer planning among other specialized services.

James Buckalew is a CFP® professional with 28 years of industry experience, currently affiliated with Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. Buckalew also owns Buckalew Wealth Management, LLC and holds a partial ownership interest in Panorama Wealth Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm uses proprietary research and planning tools to develop recommendations, offering clients flexible implementation options through brokerage or advisory programs.

Michelle Galvin is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding a Series 66 credential and 18 years of industry experience. She has worked at Wells Fargo Clearing from 2016 to 2025 before joining Wells Fargo Advisors. Outside of her advisory role, she consults part-time for Rodan & Fields, selling facial products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using a broad planning menu and proprietary research tools. The firm offers integrated advisory and brokerage options with a range of planning specialties and compensation arrangements.

Paul Beeman is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. He is also the owner of Beeman Asset Management, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized areas such as business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.