James Butler is a CFP® professional with 28 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2013. Outside of his role at the firm, he serves as co-trustee for the Butler Wealth Management, LLC 401(k) plan and holds various personal fiduciary responsibilities, including acting as personal representative and trustee for family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Paul Yu is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2017, following a year at KeyBanc Capital Markets. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering a broad range of services including retirement, education, risk, and niche planning for clients who meet specific net-worth thresholds.

Neil Butler is a financial advisor with Wells Fargo Advisors in Mercer Island, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He worked at Merrill from 2004 to 2013 before joining Wells Fargo Advisors, where he has been since 2013. Butler is also co-trustee for the Butler Wealth Management, LLC 401(k) plan and holds a significant ownership interest in Butler Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options, including specialty services such as business-owner transition and special-needs planning. Advisors use firm resources and tools to develop tailored recommendations, and clients choose whether to implement them through various brokerage or advisory programs.