Mary Stone is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory work, she owns and manages a ladies boutique and an ice cream and candy shoppe in Easley, South Carolina. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm integrates advisory services with various financial products and referral channels.

Zachary Gilliam is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has previously worked within other divisions of Wells Fargo since 2009. Gilliam has ownership interests in investment-related businesses based in Greenville, SC. 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 and investment services tailored to clients meeting specific net-worth criteria, including specialized planning for business transitions and other niche needs.

Clay Bowden is a financial advisor with Wells Fargo Advisors in Greenville, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Merrill and Bank of America, N.A. from 2017 to 2024, and at Total Quality Logistics from 2016 to 2017. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a wide range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, and integrates advisory services with banking, lending, and other financial product channels.

Martin Culbertson is a CFP® professional affiliated with Wells Fargo Advisors, with 20 years of industry experience. He has been with Wells Fargo Clearing and Advisors since 2016. Culbertson holds ownership interests in financial practices based in Greenville, SC. 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, utilizing proprietary research and planning tools to develop tailored recommendations.

Elizabeth Albers is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019. Her prior experience includes roles at Morgan Stanley and Edward Jones Investments. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base through comprehensive investment and wealth management services.

Karen Sweet is a financial advisor at Wells Fargo Advisors in Greenville, SC, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2016. 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, delivering tailored recommendations through meetings and written summaries.

Andrew Plumblee is a financial advisor at Wells Fargo Advisors in Greenville, SC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked for Greenville County Schools for 13 years. 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 and special-needs analysis, utilizing Wells Fargo research and planning tools.