Robert Karp is a financial advisor with Wells Fargo Advisors in Miami, FL, holding CFP®, Series 63, and Series 65 credentials and possessing 33 years of industry experience. He has been associated with Wells Fargo entities since 2009 in various capacities. Outside of his advisory role, he has ownership interests in investment-related businesses including AKD Wealth Partners and Karp WM, LLC, and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, leveraging Wells Fargo research and tools to develop tailored client recommendations.

Lance Mcmurry is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Bank of America for 12 years. He is the sole owner of MWM Naples LLC, operating under McMurry Capital Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering 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 clients able to implement recommendations through brokerage or advisory programs on a discretionary basis.