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William C

Series 63, Series 66

Lexington, KY

Wells Fargo Advisors

William Cornett is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2011. Outside of his role at Wells Fargo Advisors, Cornett owns and operates Innovation Wealth Management in Lexington, KY. 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 who meet a net-worth threshold 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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Zachary G

CFP®, Series 63, Series 66

Lexington, KY

Wells Fargo Advisors

Zachary Gates is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Advisors since 2022. He previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2014 to 2022. Outside of his advisory role, he serves as treasurer for The Frankfort Academy Christian Academy and is a finance committee member at Versailles Baptist Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

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

Series 63, Series 66, Series 65

Lexington, KY

Wells Fargo Advisors

William Strait is a financial advisor with Wells Fargo Advisors in Lexington, KY, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he is the host and owner of the Chasing Scratch Golf Podcast. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, combining research and planning tools to develop tailored recommendations delivered through meetings and summary letters.

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

CFP®, Series 63, Series 66

Lexington, KY

Wells Fargo Advisors

Michael Whitfield is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior work includes roles at Charles Schwab and Fidelity Brokerage Services. Wells Fargo Advisors is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients, offering a range of planning options supported by proprietary 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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