Michael Koehler is a financial advisor at Wells Fargo Advisors in Hinsdale, IL, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Growth Beverage Group, LP and BMO Harris Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored planning across various areas, including retirement and business-owner transition planning, using proprietary research and tools.

Robert Bullard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. His prior roles include positions at David A. Noyes and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning across various specialized areas and integrates advisory services with other financial products and referral channels.

Richard Barrett is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and 56 years of industry experience. He has been with Wells Fargo Advisors and its affiliated clearing division since 2016. Outside of his advisory work, Barrett is a partner in a local philanthropy group, participating in partnership meetings and approving charitable giving. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and integrates advisory services with other financial products and referral channels.

Jessie Barrett is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2023. Prior to this, Barrett worked at Wells Fargo Clearing from 2016 to 2023. Outside of advisory work, Barrett is a board member of the Goodfellows Group Partnership, a local philanthropic organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm combines advisory services with other financial products and referral channels through an extensive network of financial advisors.