John Parker is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group. He serves on the board of trustees and several committees for Virtua in New Jersey, and holds leadership roles with nonprofit and community organizations such as the Cherry Hill Free Clinic and the American Association for Cancer Research. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by proprietary research and tools. The firm integrates advisory services with various financial product offerings and referral channels across a large network of advisors.

Thomas Burke is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he owns and manages investment-related businesses, including majority ownership of Tarpon Capital Inc. and partial ownership of 853 Wealth Management LLC. 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 range of planning options supported by proprietary research and tools, with tailored recommendations delivered through discrete planning engagements.

Jesse Radabaugh is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments, LLC. He holds ownership interests in two financial advisory businesses. 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 options that incorporate Wells Fargo research and tools.

Scott Erickson is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2020, following roles at Wells Fargo Clearing and Merrill. He owns and manages Shadowstone Wealth Management LLC, an investment-related business based in Lawrenceville, NJ. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions, offering a broad range of financial planning and investment services tailored to clients who meet specific 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 at Wells Fargo Advisors with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he serves as treasurer of the Fisherman Dunes Property Owners Association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

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 at Wells Fargo Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes tenure at Wells Fargo Clearing and Wells Fargo Investments, LLC. He also owns and operates Derby Private Wealth Management, LLC, a financial advisory business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm offers specialized planning services and integrates advisory solutions with other financial products and referral channels.

Michael Schaffer is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously with Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Schaffer serves on the board of the Tiburon Golf Club Homeowners Association in Naples, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations and provides access to specialized planning areas such as business-owner transition and special-needs analysis.

William Bird is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill, UBS Financial Services, and Wells Fargo Clearing. He also owns WC Bird Private Wealth Management, LLC, a financial services firm. 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, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.