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Christopher M

Series 66

Dublin, OH

Wells Fargo Advisors

Christopher Mcalpine is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 19 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Outside of his advisory role, he serves as an assistant coach for Centerville City Schools boys soccer and as treasurer for Centerville High School girls soccer in Centerville, OH. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and sports and entertainment planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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David S

Series 63, Series 65

Dublin, OH

Wells Fargo Advisors

David Slates is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. Outside of his advisory work, he is involved in managing investment-related business activities including ownership interests in investment entities. 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 supported by proprietary research and tools. The firm serves clients who meet certain net-worth criteria and integrates advisory services with other financial product and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Tori G

Series 63, Series 66

Dublin, OH

Wells Fargo Advisors

Tori Gable is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She has previously worked at LPL Financial, LLC for 11 years and has been involved with William E. Gable, DDS since 2014. Outside of her advisory role, Gable serves as a notary public. 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 areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert T

Series 63, Series 65

Dublin, OH

Wells Fargo Advisors

Robert Turner II is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at PNC Investments for six years before joining Wells Fargo Advisors in 2019. He is also involved in life, long-term care, and disability insurance sales and marketing through an affiliation with Crump Life Insurance. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm utilizes Wells Fargo research and planning tools to develop tailored recommendations, with planning services available through discrete engagements and optional implementation.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jacob D

Series 66

Dublin, OH

Wells Fargo Advisors

Jacob Drees is a financial advisor at Wells Fargo Advisors with a Series 66 designation and began his advisory career in 2025. Prior to joining Wells Fargo Advisors, he held positions at ODW Logistics. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds. The firm offers specialized planning options and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Timothy R

CFP®, Series 66

Dublin, OH

Wells Fargo Advisors

Timothy Roberts is a CFP®-certified financial advisor with 22 years of industry experience, currently serving at Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing, UBS Financial Services, and A. G. Edwards & Sons, Inc. He holds a part ownership in SLATES Wealth Management, LLC, and serves as treasurer for the ERN-4 Property Owners Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations supported by Wells Fargo’s research and planning tools, with an emphasis on discrete planning engagements and optional implementation through its brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Timothy M

Series 63, Series 65

Dublin, OH

Wells Fargo Advisors

Timothy Mardas is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its affiliate Wells Fargo Clearing since 2016. 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 utilizing proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jacob M

Series 66

Dublin, OH

Wells Fargo Advisors

Jacob Miller is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Miller is a part-owner and trustee of Slates Wealth Management Group LLC and its related 401(k) plans. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory offerings with banking, lending, and trustee services.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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John M

Series 63, Series 65

Dublin, OH

Wells Fargo Advisors

John Mcalpine is a financial advisor at Wells Fargo Advisors with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a large network of advisors, offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. Its planning services cover areas such as retirement, education, risk management, and specialized needs like business-owner transition and divorce planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Sara S

Series 63, Series 65

Dublin, OH

Wells Fargo Advisors

Sara Stephan is a financial advisor at Wells Fargo Advisors with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities and Citizens Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop personalized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Allen C

Series 63, Series 65

Dublin, OH

Wells Fargo Advisors

Allen Crock is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Private Bank, National Association. He is a member of the finance committee at St. Brendan the Navigator in Hillard, OH. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services through a broad offering that includes retirement, education, risk, and wealth-transfer planning, among other specialized services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing implementation options.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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