Dana Duellman is a financial advisor at Wells Fargo Advisors with seven years of industry experience. Prior to joining Wells Fargo Advisors in 2021, Dana worked at Wells Fargo Clearing and spent six years at Starbucks. Dana also serves as a co-trustee for a family trust and is involved with Upper Valley Wealth Management LLC. 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 planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools to develop tailored client recommendations.

William Thomas is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. He has held various roles within Wells Fargo entities since 2009. Outside of his advisory work, he co-owns Upper Valley Wealth Management LLC and serves on the investment committee of the Montshire Museum of Science. 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 institutions. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.