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 Series 66-licensed financial advisor with Wells Fargo Advisors in Marietta, GA, and has three years of industry experience. Her prior roles include positions at Edward Jones and John Ulmer CPA / LPL Financial, as well as a background in real estate with Long and Foster. 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, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored client recommendations.