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Robert E
Series 66, Series 63
Naples, FL
Wells Fargo Advisors
Robert Edwards is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Edwards also owns RTE Wealth LLC, a single-member investment-related business based in Naples, FL. 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, including niche services, and delivers tailored recommendations supported by Wells Fargo research and planning tools.
Nathalie R
Series 63, Series 66
Naples, FL
Wells Fargo Advisors
Nathalie Remillard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has held various roles within Wells Fargo's affiliated entities since 2014, including positions at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers 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 various brokerage or advisory programs.
Richard C
Series 63, Series 65
Naples, FL
Wells Fargo Advisors
Richard Childress is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Childress is the owner of a shoe repair business in Fort Myers, Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, and advisors use Wells Fargo research and tools to develop tailored recommendations.
John K
Series 63, Series 65
Naples, FL
Wells Fargo Advisors
John Kellar is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns Adaptive Investors, LLC, which he is transitioning for use in his practice. 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, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.
Sebastian B
Series 66
Naples, FL
Wells Fargo Advisors
Sebastian Brinkerhoff is a financial advisor at Wells Fargo Advisors with five years of industry experience. He has worked at Wells Fargo Advisors since 2020. Outside of his advisory role, he serves on the finance committee of the Pelican Marsh Golf Club in Naples, FL. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options supported by Wells Fargo research and tools.
Lorleta L
Series 63, Series 65
Naples, FL
Wells Fargo Advisors
Lorleta Langevin is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and having 26 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.
Colin S
Series 66
Naples, FL
Wells Fargo Advisors
Colin Strapp is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Principal Life Insurance. Prior to joining Wells Fargo Advisors, he held positions in both financial services and the hospitality industry. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through its brokerage or advisory programs.
Michael S
Series 63, Series 66
Naples, FL
Wells Fargo Advisors
Michael Shear is a financial advisor at Wells Fargo Advisors with 56 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo Affiliates since 2009. He is a trustee of his spouse's trust and owns Shear Wealth Management Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement them.
Fredric G
Series 63, Series 65
Naples, FL
Wells Fargo Advisors
Fredric Gesten is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he serves as a co-trustee for his son and works as a substitute teacher for the Broward School System. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo research and planning tools.
Andrew B
Series 63, Series 65
Naples, FL
Wells Fargo Advisors
Andrew Banks is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2010. He also serves as co-trustee of a family trust in Fort Lauderdale, Florida. 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, risk, and wealth-transfer planning. The firm supports advisors with proprietary research and tools, delivering tailored recommendations through discrete planning engagements.
Kimberly L
Series 63, Series 65
Naples, FL
Wells Fargo Advisors
Kimberly Larson Collins is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She has been affiliated with Wells Fargo entities since 2009. Outside of her advisory role, she has ownership interests in businesses related to agriculture land and metal finishing, and she manages estate planning and trust funds through Kal Wealth Management. 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 and integrates advisory services with other financial products and referral channels.
Cornelius K
Series 66
Naples, FL
Wells Fargo Advisors
Cornelius Kelleher is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. 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 fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.
Adam Y
Series 66
Naples, FL
Wells Fargo Advisors
Adam Yakubec is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and LPL Financial. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing Wells Fargo’s research and tools, with advisory services integrated alongside other financial products and referral channels.
Darren M
Series 63, Series 65
Naples, FL
Wells Fargo Advisors
Darren Moran 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 since 2014. Outside of his advisory work, he is the executive producer and host of a historical preservation media project through Garrison Media, LLC. 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 utilizing Wells Fargo research and tools, with clients able to implement recommendations through brokerage or advisory programs.
Linda O
Series 66
Naples, FL
Wells Fargo Advisors
Linda Olson is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Advisors since 2016, including a recent transition within the firm in 2025 after nine years at Edward Jones. Outside of her advisory role, Olson has ownership interests in farmland and rental properties. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors develop tailored recommendations using firm-provided research and planning tools, with implementation options available through various brokerage and advisory programs.
Scott S
Series 63, Series 66
Naples, FL
Wells Fargo Advisors
Scott Shear is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. Shear also owns and operates the Shear Investment Group Inc., a separate investment-related business based in Parkland, Florida. 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 tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research, planning tools, and brokerage or advisory programs.
Robert E
Series 63, Series 65
Naples, FL
Wells Fargo Advisors
Robert Edwards is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he co-trustees a family investment trust and owns Edwards Asset Management LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning solutions including retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm combines advisory services with other financial product offerings, delivering tailored recommendations supported by Wells Fargo research and planning tools.
William S
CFP®, Series 63, Series 65
Naples, FL
Wells Fargo Advisors
William Shoaf Jr. is a CFP® professional with 30 years of industry experience, currently serving with Wells Fargo Advisors since 2024. He has spent over a decade in various roles within Wells Fargo’s affiliated entities, including Wells Fargo Clearing. Outside of his advisor work, he owns and manages Shoaf Wealth Management, operating as both an S corporation and an LLC. 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 planning menu tailored to clients meeting net-worth thresholds, using proprietary research and tools to develop customized recommendations.
Jonathan H
Series 63, Series 65
Naples, FL
Wells Fargo Advisors
Jonathan Hancock is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.
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