John Parker is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked across various Wells Fargo entities since 2009. Outside of his advisory role, Parker serves on multiple nonprofit and corporate boards, including the Virtua health system and the Cherry Hill Free Clinic, and co-presides over the American Association for Cancer Research's fundraising event. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with other financial products and referral channels, utilizing proprietary research and tools to develop client recommendations.

Thomas Burke is a financial advisor at Wells Fargo Advisors in Naples, FL, with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors and its related entities since 2009. Outside of his role at Wells Fargo, he has ownership interests in two investment-related firms and serves as a trustee for a family trust. 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 tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Jesse Radabaugh is a financial advisor with Wells Fargo Advisors in Naples, FL, holding the CFA® and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions within Wells Fargo Clearing and Wells Fargo Advisors LLC. He has ownership interests in two financial advisory businesses based in Coon Rapids, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to create tailored recommendations that clients may implement through various brokerage or advisory programs.

Scott Erickson is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Erickson is also the owner and trustee of Shadowstone Wealth Management LLC, an investment-related business based in Lawrenceville, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services, using proprietary research and tools to develop tailored recommendations for clients with net-worth thresholds.

Charles Sleezer is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, Sleezer is involved in managing a practice-related business and holds powers of attorney for family members. 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 financial planning services and integrates advisory offerings with other financial products and referral channels.

Uri Holmes III is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Wachovia Securities Financial Network since 2009. Outside of his advisory role, he owns Eagle Wealth Advisors LLC, a practice he operates on a part-time basis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to client needs, using proprietary research and tools, and integrates advisory services with various financial products and referral channels.

Nicholas Boccella is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as Treasurer of the Fisherman Dunes Property Owners Association in Mantoloking, NJ. 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 investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

James Hilliard is a financial advisor with Wells Fargo Advisors in Millersville, MD, holding Series 63 and Series 65 licenses and 33 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 31 years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing research, planning tools, and simulation models to develop tailored recommendations.

John Peterson is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 credentials and has 34 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also involved in investment-related activities through ownership in JMHAT Financial, LLC and JPETERSON GP, LLC, and serves as trustee of two trusts. 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 services that include cash-flow, retirement, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, serving clients who meet certain net-worth criteria.

Shawn Derby is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked in various capacities within Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Derby also owns and operates Derby Private Wealth Management, a financial advisory business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu, using proprietary research and tools to develop tailored recommendations, and integrates advisory services with a range of financial products and referral channels.

Michael Schaffer is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has held various roles at Wells Fargo entities since 2009. Outside of his advisory work, he serves as a board member of the Tiburon Golf Club HOA in Naples, FL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad menu of planning options supported by proprietary research and tools.

Eugene Richardson is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he co-manages a real estate ownership business and holds ownership in a wealth management practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with banking, lending, and trustee services through a large network of financial advisors.

William Bird is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2014. Bird also owns WC Bird Private Wealth Management, LLC, a financial services business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, including specialized offerings such as business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.