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Connie D
Series 63, Series 65
Dublin, OH
Wells Fargo Advisors
Connie Dennis is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior experience includes 21 years at UBS Financial Services, Inc., two years at Wells Fargo Clearing, and four years at Prudential Equity Group, LLC. She is a co-trustee and beneficiary of two family trusts and is affiliated with Alpha Delta Pi. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels, employing various compensation arrangements.
Michael M
Series 63, Series 65
Dublin, OH
Wells Fargo Advisors
Michael Mooney Jr. is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Siharum Advisors, LLC for five years before joining Wells Fargo Advisors in 2018. Outside of his advisory role, he has ownership in MKM Financial Services, LLC, and Freeport 322, LLC, entities related to financial and estate planning. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a range of investment and financial planning services to individuals, trusts, and institutions. The firm offers tailored planning solutions using proprietary research and tools, with services covering areas such as retirement, education, risk, and wealth-transfer planning.
Anthony R
Series 63, Series 66
Dublin, OH
Wells Fargo Advisors
Anthony Reilly is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has worked at Wells Fargo Advisors Financial Advisors LLC since 2009 and has been involved with Ascend Advisory Group LLC since 2001. Outside of his advisory work, he owns and manages several farming enterprises in Ohio and Kentucky. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas.
Gregory M
Series 63, Series 66
Dublin, OH
Wells Fargo Advisors
Gregory Miller is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Wachovia Securities Financial Network, LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.
Jacqueline M
Series 66
Dublin, OH
Wells Fargo Advisors
Jacqueline Mcneely is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked previously at JP Morgan Securities, LPL Financial, and The Citizens Banking Company. 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 in areas such as business-owner transition and special-needs analysis, using Wells Fargo’s research and planning tools.
Maria G
Series 66
Dublin, OH
Wells Fargo Advisors
Maria Grandominico is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds a Series 66 designation and has previous experience at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.
Chase F
CFP®, Series 63, Series 66
Dublin, OH
Wells Fargo Advisors
Chase Fowler is a CFP® professional with three years of industry experience, currently serving at Wells Fargo Advisors. He previously worked at Sound Capital Management LLC for six years and Ameriprise Financial Services Inc. for one year. He also owns and operates CCF Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and sports and entertainment planning, using proprietary research and planning tools.
Shannon B
Series 66
Dublin, OH
Wells Fargo Advisors
Shannon Borton is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2026, Shannon worked at UBS Financial Services Inc for five years. Outside of advising, Shannon occasionally provides dog and house sitting services for family friends. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover areas such as retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations for clients.
William H
Series 65, Series 66
Dublin, OH
Wells Fargo Advisors
William Holt is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 65 and Series 66 credentials and possessing 24 years of industry experience. He previously worked at UBS Financial Services from 2002 to 2026. Holt serves on the boards of The State Convention of Baptists in Ohio and The LifeWise Foundation, a nonprofit education charity, where he has duties including serving as treasurer. 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 supported by proprietary research and tools. The firm integrates advisory services with other financial products and referral channels, serving clients who meet specific net-worth criteria.
David T
Series 66
Dublin, OH
Wells Fargo Advisors
David Thompson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and totaling 15 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and also maintains substantial ownership interests in two investment-related businesses, Thompson Capital, Inc., and Thompson Financial LLC. 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 range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.
Abram M
Series 66
Dublin, OH
Wells Fargo Advisors
Abram Mccarty is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Bank of America, and Merrill. Abram also owns AXM Wealth Management, an investment-related business based in Dublin, Ohio. 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 tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.
Lucas E
Series 66
Dublin, OH
Wells Fargo Advisors
Lucas Evanovich is a Series 66 licensed financial advisor with four years of industry experience, currently practicing at Wells Fargo Advisors in Dublin, OH. He previously worked at Morgan Stanley and has held roles at Ohio Wesleyan University and other organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations supported by proprietary research and planning tools, delivering discretionary and non-discretionary solutions across multiple financial needs and specialized areas.
Michael A
Series 66
Dublin, OH
Wells Fargo Advisors
Michael Aljancic is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is the owner of Aljancic Financial Services LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and delivers tailored recommendations through a combination of research, planning tools, and client meetings.
Kevin K
CFA®, Series 66
Dublin, OH
Wells Fargo Advisors
Kevin Kull is a CFA® charterholder and holds the Series 66 license, with four years of experience in financial advising. He is currently with Wells Fargo Advisors and previously worked at Summit Financial, Keebeck Wealth Management, 2020 Capital Advisors, Wealthstone Advisors, and Huntington National Bank. 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 services, including specialized areas like business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored client recommendations.
Jason D
CFP®, Series 63, Series 66
Dublin, OH
Wells Fargo Advisors
Jason Daron is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior roles include positions at Morgan Stanley and Nationwide Securities LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, covering areas such as retirement, education, risk, and wealth-transfer planning.
Clair R
Series 66
Dublin, OH
Wells Fargo Advisors
Clair Reich is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2024, Clair worked at Lincoln Financial Advisors, LPL Financial, Gladstone Institutional Advisory, and Blue Stone Wealth Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad menu of planning options supported by proprietary research and tools.
Bradley S
Series 65, Series 63
Dublin, OH
Wells Fargo Advisors
Bradley Shook is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Advisors since 2022. His prior experience includes roles at Appian Way, LLC, Mutual of Omaha Investor Services, and the Ohio House of Representatives. Outside of finance, he has worked as a restaurant server. 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 planning menu tailored to clients meeting a net-worth threshold, using Wells Fargo research and tools to develop customized recommendations.
Benjamin K
CFP®, Series 66
Dublin, OH
Wells Fargo Advisors
Benjamin Krajnak is a CFP® currently with Wells Fargo Advisors in Dublin, OH, with four years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Bank of America, Merrill, and Fifth Third Bank. Before entering financial services, he worked at the University of Dayton Office of Admissions & Financial Aid. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, serving clients with a variety of specialized planning needs.
Stephanie S
CFP®, Series 66
Dublin, OH
Wells Fargo Advisors
Stephanie Schanken is a CFP® with 19 years of industry experience currently affiliated with Wells Fargo Advisors. She has been with Wells Fargo Advisors Financial Network LLC since 2009 and also operates Stephanie Schanken Financial Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.
Jeff C
Series 63
Dublin, OH
Wells Fargo Advisors
Jeff Cullman is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding a Series 63 designation and 31 years of industry experience. His prior roles include long tenures at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. He serves as an advisor to the board of governors at The Lakes Country Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm offers tailored recommendations supported by proprietary research and tools, with planning services covering diverse needs such as retirement, education, business-owner transition, and special-needs planning.
Marissa K
Series 66
Dublin, OH
Wells Fargo Advisors
Marissa Korbini is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. She has been with the firm since 2022 and has prior experience working with Baylor Athletics and various educational institutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and sports & entertainment planning.
Solomon G
Series 66, Series 63
Dublin, OH
Wells Fargo Advisors
Solomon Gamertsfelder is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has previously worked at UBS Financial Services and Morgan Stanley. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm’s advisors use proprietary research and planning tools to develop tailored recommendations across diverse planning areas, including niche services such as business-owner transition and special-needs analysis.
Jeffrey K
CFP®, ChFC®, Series 63, Series 66
Dublin, OH
Wells Fargo Advisors
Jeffrey Korbini is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 28 years of industry experience and has been with Wells Fargo Advisors Financial Network since 2009. He also maintains involvement with Ascend Advisory Group LLC and owns Korbini Financial Services LLC, through which he conducts a financial planning practice. 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, including specialized areas such as business-owner transition and sports and entertainment planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.
Adam D
Series 63, Series 66
Dublin, OH
Wells Fargo Advisors
Adam Day is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 credentials and 11 years of industry experience. Prior to his current role, he worked at firms including Fidelity Brokerage Services and Infinex Investments. He is also the sole owner of AD Financial Services, a separate investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with clients selecting implementation options through brokerage or advisory programs.
Molly S
Series 66
Dublin, OH
Wells Fargo Advisors
Molly Smith is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has worked previously at Bluestone Wealth Partners, LPL Financial, LLC, JPMorgan Chase & Co., and Granville Investment Group. 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 services utilizing proprietary research and tools, delivering tailored recommendations through discrete planning engagements.
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