Lesley Dever is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds the CFP® designation as well as Series 63, 65, and 66 licenses. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing from 2016 to 2024. Outside of her advisory role, she has ownership interests in two investment-related businesses in Massachusetts. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm’s planning approach includes specialized services such as business-owner transition and niche financial planning areas.

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 at Wells Fargo Advisors with 36 years of industry experience. He has held roles at Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors in 2024. Outside of his advisory work, he has ownership interests in two investment-related businesses, The BCDGroup LLC and DJB Financial. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning. The firm combines advisory services with various financial products and referral channels.

Lystra Khan is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2024 and Morgan Stanley from 2009 to 2013. Khan holds a Series 63 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services that include retirement, education, risk management, and niche areas such as business-owner transition and sports & entertainment planning.

John Carroll is a CFP® professional with 35 years of experience in the financial services industry. He is currently affiliated with Wells Fargo Advisors and has previously worked at Morgan Stanley and UBS Financial Services. He is involved in investment-related business activities through ownership of The B C D Group LLC and JHC Financial Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing comprehensive investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.