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 in Hinsdale, IL, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he is a 12.5% owner of Goodfellows Group Partnership, a local philanthropy in Hinsdale, where he participates in partnership meetings and approves charitable giving. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options including cash-flow, retirement, and specialized planning areas. Advisors use Wells Fargo research and planning tools to provide tailored recommendations, with clients deciding how to implement them through the firm's brokerage or advisory programs.

Jessie Barrett is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2023. Prior to this, Barrett held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2023. Outside of advising, Barrett is a board member of the Goodfellows Group Partnership, a local philanthropy organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, 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, delivering tailored recommendations supported by Wells Fargo research and planning tools.