Caroline Schaffer is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing, among other roles. Outside of her advisory work, she manages Schaffer Management Services, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of investment and financial planning services. Advisors use firm resources and tools to develop tailored recommendations that clients may implement through brokerage or advisory programs.

Michael Schaffer II is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Clearing Services, LLC for seven years before joining his current firm. Outside of his advisory role, he assists in running Schaffer Management Services Corp., a business involved in managing a financial practice. 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 range of planning services using proprietary research and tools, with clients choosing how to implement recommendations through various brokerage or advisory programs.

Robert Mclaughlin is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors in Deerfield, IL. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over a decade within the Wells Fargo organization. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm’s approach includes tailored recommendations based on proprietary research and planning tools, with optional implementation through various brokerage and advisory programs.

Brian Terry is a financial advisor with Wells Fargo Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Wells Fargo-affiliated firms since 2015 and previously with Wells Fargo Clearing for ten years. Outside of his advisory work, he holds a minority ownership stake in Abbey Resort & Spa in Fontana, WI. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm’s advisors provide tailored recommendations supported by Wells Fargo research and tools, addressing various planning needs including retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Richard Moras is a CFP® professional with 20 years of industry experience, currently affiliated with Wells Fargo Advisors. He has worked within various Wells Fargo entities since 2015. Outside of his advisory role, he serves as Treasurer for the Northwestern Memorial Foundation’s Digestive Health Institute for Northwestern Medical School. Wells Fargo Advisors is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.