Zachary Hoyle is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing from 2016 to 2023 and Morgan Stanley from 2009 to 2011. Outside of his advisory work, he owns and operates ZNHOYLE DWP, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools, and integrates advisory services with other financial products and referral channels.

David Squire is a CFP® with 28 years of industry experience currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023, Merrill from 2003 to 2009, and UBS Financial Services from 1998 to 2003. Outside of his advisory role, he owns and operates Driftwood Wealth Partners LLC and DASquire DWP LLC, investment-related businesses based in Dripping Springs, TX. 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 services including retirement, education, risk, and wealth-transfer planning. The firm develops tailored recommendations using proprietary research and planning tools and offers optional implementation through brokerage or advisory programs.