Joseph Plank is a financial advisor with Wells Fargo Advisors in Golden Valley, MN, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2025. He also owns and operates WILD BLUE ADVISOR LLC, a financial planning business based in Excelsior, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers broad investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients who meet certain net-worth thresholds with a diverse menu of planning services.

Aaron Dusek is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Advisors since 2024 and previously worked at Wells Fargo Clearing from 2017 to 2024. Outside of his advisor role, he owns and manages Dusek Ventures LLC and has a partial ownership interest in Rize Wealth Management LLC. 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 and investment solutions, utilizing Wells Fargo research and planning tools to develop tailored recommendations for its clients.

Stephanie Brady is a financial advisor with Wells Fargo Advisors in Golden Valley, MN, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Advisors since 2014, including roles at Wells Fargo Clearing. Outside of her advisory work, Brady serves as an electoral judge and is actively involved in gymnastics coaching and judging at the youth and high school levels. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm serves clients with a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis.

Shakhodat Stark is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. She has worked at Wells Fargo Clearing, JPMorgan & Chase, Ernst & Young, and International Business Machines. Prior to her finance career, she spent four years at Marist College and four years at Orville Platt High School. 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 financial planning services, using proprietary research and tools to develop tailored recommendations, with client implementation options across brokerage and advisory programs.

Kathy Waters is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Advisors since 2024. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2011. Outside of her advisory work, she serves as a trustee for Plymouth Covenant Church, where she oversees business affairs, legal matters, and facility stewardship. 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 institutions. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop personalized recommendations.