Lesley Dever is a financial advisor with Wells Fargo Advisors, holding CFP® and securities licenses including Series 63, 65, and 66, with 27 years of industry experience. She has been with Wells Fargo Advisors and its affiliated firms since 2010. Outside of her advisory role, she has ownership stakes in two investment-related businesses based in Massachusetts. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations supported by Wells Fargo research and tools, with optional implementation through its brokerage or advisory programs.

Katherine Glidden is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Advisors. Her prior roles include positions at Valmark Securities, Triad Advisors, and Independent Financial Group, among others. She is president of the board for Cape Ann Animal Aid, a local non-profit animal shelter, and teaches group cycle classes at the Cape Ann YMCA. Wells Fargo Advisors 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 utilizing proprietary research and tools, delivering tailored recommendations across diverse financial needs.

Daniel Bukkhegyi is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked in various Wells Fargo entities since 2013 and has been involved with the Nashua Clarion Somerset Hotel since 1989. He also owns and operates two financial-related businesses, The BCDGroup LLC and DJB Financial. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools and integrates advisory services with other financial products and referral channels.

Lystra Khan is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 34 years of industry experience. She has worked within various Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and tailored recommendations supported by Wells Fargo research, with clients choosing the extent of implementation through brokerage or advisory programs.

John Carroll is a CFP®-certified financial advisor with 34 years of industry experience, currently with Wells Fargo Advisors since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2013 to 2024. Outside of his advisory role, he has ownership interests in two investment-related businesses, The B C D Group LLC and JHC Financial Inc. 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 and using firm research and tools to develop tailored recommendations.