Steven Shinn is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years before joining Wells Fargo Advisors in 2025. 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 using proprietary research and tools, with recommendations tailored to client needs and optional implementation through various brokerage or advisory programs.

Edward Gordon is a CFP® professional with 20 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent two decades at Edward Jones. He also teaches an investment module for CFP® classes at the University of Georgia. 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 and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.

Kathryn Davis is a financial advisor at Wells Fargo Advisors with two years of industry experience. She previously worked at Edward Jones for four years and at John Ulmer CPA / LPL Financial for three years. Prior to her financial services career, she spent two years in real estate with Long and Foster. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and summary letters.