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Andrew H

CFP®, Series 66

Hunt Valley, MD

Wells Fargo Advisors

Andrew Hahn is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. His previous experience includes roles at Bank of America and Merrill. He is also the majority owner of HAHN GP, LLC, a separate business based in Cockeysville, MD. Wells Fargo Advisors Financial Network provides investment and 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 delivers tailored recommendations using proprietary research and planning tools, integrating advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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David W

Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

David Waite is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as treasurer for the Greater Summer Hill Association, a community organization in Phoenix, MD. 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 and tailored recommendations supported by Wells Fargo research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matt H

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Matt Hanley is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A. and Merrill. Outside of his advisory role, Hanley coaches hockey at both the Foundations Hockey and Loyola Ice Hockey programs and serves as treasurer for the Greencroft homeowners association. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering diverse areas including retirement, education, and niche planning needs such as business-owner transition and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Troy E

Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Troy Elser is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes positions at UBS Financial Services and Morgan Stanley. He is the sole owner of Elser Wealth Management LLC, a separate wealth management practice. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu for clients meeting certain net-worth criteria and integrates advisory services with banking and other financial products.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Craig G

Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Craig Gayhardt is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Citigroup Global Markets. He is also the sole owner of SOJAC Ventures LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide 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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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David A

Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

David Anderson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He also operates an independent investment-related business, DANDERSON121449, LLC. 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 financial planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Shannon B

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Shannon Beauchamp is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Advisors since 2026 and previously spent 17 years at RBC Capital Markets Corporation. 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 financial planning services and integrates advisory services with various financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Connor B

CFP®, Series 66

Hunt Valley, MD

Wells Fargo Advisors

Connor Buck is a CFP® with one year of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. Prior to joining Wells Fargo, he worked at OSAIC Wealth, Inc. and Heritage Financial Consultants, LLC. His background also includes roles outside finance, such as working at Towson University and The Narrows Restaurant. 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 like business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Steven N

CFP®, Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Steven Nuetzel is a CFP®-designated financial advisor with over 31 years of industry experience. He currently works at Wells Fargo Advisors, joining in 2024 after eight years at Wells Fargo Clearing and prior roles at Citigroup Global Markets and Legg Mason Wood Walker. Nuetzel also owns Nuetzel Wealth Management LLC, a financial practice based in Towson, MD. 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 investment and financial planning services tailored to clients who meet a net-worth threshold, covering various specialized planning needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Luke N

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Luke Nuetzel is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he held roles with the Baltimore Ravens, Augusta National Golf Club, and the United States Golf Association. 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 retirement, education, and specialized planning such as business-owner transition and sports & entertainment planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jeffrey M

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Jeffrey Munson is a Series 66-licensed financial advisor with 27 years of industry experience, currently with Wells Fargo Advisors since 2021. Prior to joining Wells Fargo, he worked for RBC Capital Markets from 2009 to 2021. Outside of his advisory role, Munson is involved in entrepreneurial ventures including ownership interests in investment-related LLCs. 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 services supported by Wells Fargo’s research and financial tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brian D

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Brian Davies is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Founders Financial. 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 and uses proprietary research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Bret S

CFP®, Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Bret Schertz is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at Wells Fargo Advisors since 2026 and previously spent 17 years at RBC Capital Markets Corporation. 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 planning menu with specialized services and uses proprietary research and tools to develop tailored recommendations for its clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Douglas S

Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Douglas Stead is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Wells Fargo Advisors in 2021. Outside of his primary role, Stead owns Stead Asset Management Inc. and is a co-owner of Stead GP, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brandon C

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Brandon Cauley is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and Towne Parke. Outside of finance, he has been associated with Uber since 2017. 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 with tailored recommendations supported by proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Nicholas S

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Nicholas Steier is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo Clearing, and Truist Investment Services. Outside of his role at Wells Fargo Advisors, he owns and manages Steier Wealth Management, LLC, and Steier GP, LLC. 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 planning and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher H

Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Christopher Hayburn is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Citigroup Global Markets, and Legg Mason Wood Walker. He is the owner of Hayburn Wealth and Asset Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm employs research and planning tools to develop tailored recommendations across various financial needs, including retirement, education, and specialized planning such as business-owner transitions and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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George H

CFP®, Series 66

Hunt Valley, MD

Wells Fargo Advisors

George Hocker is a financial advisor with Wells Fargo Advisors, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he has ownership interests in several businesses, including a manufacturing company and multiple real estate investment entities in Maryland. 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 tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Colby S

Series 63, Series 65, Series 66

Hunt Valley, MD

Wells Fargo Advisors

Colby Savadove is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He has held prior roles at UBS Financial Services from 2013 to 2022. In addition to his advisory work, he acts as a power of attorney for his mother. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net worth criteria, utilizing proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Paul H

Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Paul Hofmann is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He worked at UBS Financial Services from 2010 to 2021 before joining Wells Fargo Advisors in 2021. Outside of his advisory work, he serves as a trustee for his father's trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, using proprietary research and planning tools to deliver customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Dayna M

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Dayna Mason is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and eight years of industry experience. She has previously worked at Raymond James & Associates, RBC Capital Markets, LLC, and TIAA CREF. 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, risk, and wealth-transfer planning as well as specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Sandra V

Series 66

Hunt Valley, MD

Wells Fargo Advisors

Sandra Vecere is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Advisors in 2020. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients through its network of advisors. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ryan G

CFP®, Series 66

Hunt Valley, MD

Wells Fargo Advisors

Ryan Gutowski is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Wells Fargo Advisors since 2020. Prior to joining Wells Fargo, he worked at UBS Financial Services Inc for five years. He is the principal owner of Gutowski Wealth Management LLC and holds minority ownership interests in several other investment-related entities. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a range of investment and financial planning services tailored to clients who meet net-worth thresholds. The firm’s approach includes using proprietary research and planning tools to develop customized recommendations across diverse planning areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Michael H

CFP®, Series 66

Hunt Valley, MD

Wells Fargo Advisors

Michael Hartman is a CFP®-certified financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at Wells Fargo Clearing, Citigroup Global Markets, and Legg Mason Wood Walker. Hartman serves on the investment committee for Calvert Hall College High School. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher K

CFP®, Series 63, Series 65

Hunt Valley, MD

Wells Fargo Advisors

Christopher Kelly is a CFP® with 25 years of experience in the financial services industry. He currently works at Wells Fargo Advisors and previously held roles at City National Bank and RBC Capital Markets Corporation. 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 financial planning services and investment strategies, utilizing proprietary research and planning tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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