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Scott S
Series 63, Series 66
Denver, CO
Wells Fargo Advisors
Scott Shuler is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Raymond James and Morgan Stanley. His current tenure at Wells Fargo Advisors began in 2026 following multiple prior roles within Wells Fargo and its affiliates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and uses proprietary research and tools to deliver tailored recommendations, with clients deciding how to implement them through various programs.
Donna B
Series 63, Series 65
Denver, CO
Wells Fargo Advisors
Donna Boyette is a financial advisor at Wells Fargo Advisors in Denver, Colorado, with 36 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.
Susie K
Series 66
Denver, CO
Wells Fargo Advisors
Susie Kaufman is a financial advisor with Wells Fargo Advisors in Denver, CO, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche offerings such as business-owner transition and special-needs analysis, and delivers tailored recommendations using proprietary research and planning tools.
Thomas W
CFP®, Series 66
Denver, CO
Wells Fargo Advisors
Thomas Williams is a CFP® with 21 years of industry experience, currently with Wells Fargo Advisors in Denver. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Williams is a co-author of investment-related publications focused on cryptocurrency and sentiment analysis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines proprietary research and planning tools with multiple product and referral channels to deliver customized recommendations and solutions.
Beverly M
Series 63, Series 66
Denver, CO
Wells Fargo Advisors
Beverly Mascari is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She previously worked at First Trust Portfolios for 13 years before joining her current firm. Mascari holds the Series 63 and Series 66 designations and is based in Denver, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce.
Steven Z
Series 66
Denver, CO
Wells Fargo Advisors
Steven Zahorik is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Denver, Colorado, and has 19 years of industry experience. He has held positions within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Zahorik is also the 100% owner of FiNet, a practice facilitation business based in Castle Pines, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning along with specialized services such as business-owner transition and special-needs analysis.
Jason K
Series 63, Series 66
Denver, CO
Wells Fargo Advisors
Jason Kariuki is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He previously worked at J.P. Morgan Securities and Charles Schwab, and has experience outside finance from his time at Nonna's Italian Bistro. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes areas such as retirement, education, risk management, and specialized services like business-owner transition and special-needs planning. Advisors use Wells Fargo's research and planning tools to deliver tailored recommendations, with implementation options through various firm programs.
Meghan M
CFP®, ChFC®, Series 66
Denver, CO
Wells Fargo Advisors
Meghan Mcguire is a CFP® and ChFC® with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Denver, CO. Her tenure at Wells Fargo spans multiple affiliated entities since 2008. 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 institutions. The firm offers a broad range of planning services tailored to clients who meet net-worth thresholds, combining research, tools, and optional implementation through brokerage or advisory programs.
Vicki H
Series 63, Series 65
Denver, CO
Wells Fargo Advisors
Vicki Hansen is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo-affiliated firms since 2009. Outside of her advisory work, she serves as the personal representative for her father's estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, leveraging proprietary research and planning tools, and provides clients with flexible implementation options.
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