Joseph Plank is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Advisors in 2025, he worked at Bank of America and Merrill from 2016 to 2025. He also owns WILD BLUE ADVISOR LLC, a financial planning business based in Excelsior, MN. 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 services such as business-owner transition and special-needs planning, with tailored recommendations supported by Wells Fargo research and planning tools.

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 at Wells Fargo Advisors with 19 years of industry experience. She previously worked at Wells Fargo Clearing for eight years and Ameriprise for one year. Outside of her advisory role, she is involved in her community as a gymnastics coach and judge, and serves as an electoral judge. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with planning engagements typically structured as discrete projects rather than ongoing relationships.

Shakhodat Stark is a financial advisor at Wells Fargo Advisors with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Stark held positions at Wells Fargo Clearing, JPMorgan & Chase, Ernst & Young, and IBM. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting net-worth thresholds. The firm offers a broad range of planning services and integrates advisory solutions with other financial products through a large network of advisors.

Kathy Waters is a CFP® with 26 years of industry experience, currently affiliated with Wells Fargo Advisors since 2024. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Merrill. She serves as a trustee for Plymouth Covenant Church, where she oversees business affairs, legal matters, and facility management. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet specific net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, delivering recommendations through meetings and client summary letters.