Michael Oates is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. He also has ownership interests in wealth management firms based in Morgantown, WV. 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, incorporating proprietary research and tools, with an emphasis on tailored, discrete planning engagements across diverse client needs.

Charles Labritz is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Advisors since 2021. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC, spanning a total of 17 years before his current position. In addition to his advisory role, he holds ownership in two wealth management firms and acts as co-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 fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Jordan Baker is a financial advisor at Wells Fargo Advisors with two years of industry experience. He previously worked at Janney Montgomery Scott LLC and Ameriprise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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, with advisory services that can be integrated with other financial products and referral networks.