Wendi Wilson is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services using proprietary research and planning tools, with specialized services available for clients meeting certain net-worth thresholds.

Karlie Coffey is a financial advisor with Wells Fargo Advisors in Mount Vernon, IL, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones before joining Wells Fargo Advisors, where she has been since 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based 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 analysis.

Jordan Shaeffer is a financial advisor at Wells Fargo Advisors in Mount Vernon, Illinois. He holds the Series 66 designation and has recently transitioned from a six-year tenure at Premise Health and prior roles in academia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad array of financial planning and investment services tailored to clients who meet specific net-worth criteria. The firm offers planning across various areas including retirement, education, and specialty services, combining advisory services with other financial products and referral channels.

Michelle Strom is a Series 66 licensed financial advisor with Wells Fargo Advisors in Mount Vernon, Illinois, bringing four years of industry experience. She has worked with Wells Fargo Advisors Financial Network since 2019 and previously held positions at Edward Jones and Peoples National Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold and integrates advisory services with various financial product offerings.

Emily Wilson is a financial advisor with Wells Fargo Advisors in Mount Vernon, IL, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Advisors since 2012. Outside of her advisory role, she co-owns a health coaching business based in Salem, IL. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, and special-needs analysis. Advisors develop tailored recommendations utilizing Wells Fargo’s research and planning tools, with optional client implementation through the firm’s brokerage or advisory programs.

John Tolliver is a financial advisor with Wells Fargo Advisors based in Mount Vernon, Illinois. He holds a Series 66 designation and has nine years of industry experience, including ten years with Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools to deliver customized recommendations.