Patrick Lampe is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Alvarez and Marsal, and Northwestern Mutual Investment Management. He also worked at McKendree University and Ace Hardware. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and client summaries.

Anthony Gottschalk is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley Private Bank. He has ownership interests in family office and wealth management related entities in Fort Myers, FL. 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 include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products through a large network of financial advisors.

Justin Mclaughlin is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 66 designations and over 40 years of industry experience. He has worked with Wells Fargo and its affiliated entities since 2009. Outside of his advisory role, he co-manages a trust for his father and is involved in a family-owned investment related to real estate development. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services that address a broad range of needs, including retirement, education, and specialized planning areas. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in how to implement them.

Kevin Wolf 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 2009. He has ownership interests in two wealth management firms based in Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to create tailored recommendations, with clients having discretion over implementation through various brokerage and advisory programs.

Michael Mcpeek is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Community Capital Management. Mcpeek is also affiliated with Catapult. 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 Wells Fargo’s research and tools, with clients able to choose implementation through various brokerage or advisory programs.

Alex Mccain is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2023, following six years at Wells Fargo Clearing. Prior to that, he spent time at Connor and Gaskins Unlimited and Gartner Inc. 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 financial planning services, including specialized planning for business transitions, sports and entertainment, and special-needs analysis, utilizing proprietary research and planning tools.

Riley Smith is a financial advisor at Wells Fargo Advisors with Series 66 credentials and has been in the industry since 2023. Prior to his advisory role, he has 19 years of experience in primary, secondary, collegiate, and graduate education. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and niche planning needs. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering clients flexible implementation options through various brokerage and advisory programs.

Mark Pittman is a CFP® professional with 42 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2023 and previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services for clients meeting a net-worth threshold, including specialized areas such as business-owner transition and sports & entertainment planning.

Patrick Lampe is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2011. Outside his primary role, he has ownership interests in Jones and Wilson Financial, LLC and Lampe Family Holdings, LLC, and serves as a trustee for the 401(k) plan of Jones and Wilson Financial. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and combines advisory services with various financial products and referral channels.

Scott Metzger is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within various Wells Fargo entities since 2009. Metzger also has ownership interests in two investment-related firms based in Fort Myers, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet specific net-worth criteria. The firm provides comprehensive planning across various specialized areas, utilizing proprietary research and planning tools to develop customized recommendations.

Karen Szczepkowski is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 66 designations and 33 years of industry experience. She has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she is also a demonstrator for Stampin' Up!, providing home workshop product demonstrations related to rubber stamps. 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 and integrates advisory services with other financial products and referral channels.

Brian Wolf is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and 11 years of industry experience. He has worked with various Wells Fargo entities since 2011. He also has ownership interests in two investment-related firms based in Fort Myers, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, offering both brokerage and advisory program options.

Robert Roe is a financial advisor at Wells Fargo Advisors with a Series 66 credential and three years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at BMO Harris for five years. 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, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Spencer Gauta is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Northwestern Mutual Wealth Management Company and related entities from 2022 to 2024. Outside of his advisory role, he owns AI Secretary LLC, a company focused on developing real-time note-taking software for audio and video calls. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of needs including retirement, education, risk, and wealth-transfer planning. The firm employs Wells Fargo research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement them through various brokerage or advisory programs.

Jared Smith is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and one year of industry experience. Prior to his current role beginning in 2023, he worked at Carnegie Mellon University from 2019 to 2023 and taught at the junior high and high school levels from 2013 to 2019. He is also involved with Clarity Wealth Insurance Solutions LLC as a wealth advisor. 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 using proprietary research and tools, covering areas from retirement and education planning to niche services like business-owner transition and special-needs analysis.

Robert Bertog Jr. is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Advisors since 2016 and previously worked at Axa Advisors, LLC for one year. 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 cash-flow, retirement, education, risk, and wealth-transfer planning, as well as niche services such as business-owner transition and special-needs analysis.

Daniel Lampe is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. His career includes over a decade at Wells Fargo entities in various advisory and clearing roles. Outside of his advisory work, he has ownership interests in multiple wealth management and insurance-related businesses based in Naples, FL, as well as a partial ownership in a second home entity. 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 tailored to clients meeting a net-worth threshold, using proprietary research and tools to develop customized recommendations delivered through discrete planning engagements.

Brian Kirk is a financial advisor with Wells Fargo Advisors in Naples, Florida, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining his current firm. He also serves as executor and trustee for his mother’s trust. 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, offering a broad range of planning solutions tailored to clients’ needs.

Laura Ross is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. 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 institutions. The firm offers a broad range of planning services using proprietary research and tools, with planning engagements that are generally discrete and customizable to client needs.

Keith Jacoby is a CFP® credentialed financial advisor with 30 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. In addition to his advisory role, he holds ownership interests in several investment-related businesses based in Naples, FL, including John Galt Holdings, LLC and Clarity Wealth Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Kevin Quinn is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has previously worked at Wells Fargo Clearing, Bank of America, N.A., and Merrill. Quinn also owns KFQ Holdings Inc., an S corporation formed for managing investment-related income and expenses. 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, utilizing Wells Fargo’s research and tools to develop tailored recommendations.

Christopher Wolf is a CFA® charterholder with 15 years of industry experience. He is currently with Wells Fargo Advisors and joined the firm in 2024 after six years at Goldman Sachs & Co. LLC and Goldman Sachs. 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 uses proprietary research and tools to develop tailored recommendations for its clients.

Mark Jones is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Outside of his advisory work, he is involved in managing rental property in Naples, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo research and tools, with tailored recommendations delivered through meetings and written summaries.

Jeanpierre Holland is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Nationwide Investment Services Corporation prior to his current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including specialized services like business-owner transition and special-needs analysis, using proprietary research and planning tools.

Dominic Manziano is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked in educational roles at Florida State University, Gulf Coast High School, and Oakridge Middle School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial product offerings.

Ashley Kelly is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked within the Wells Fargo organization in various capacities since 2016. Kelly is based in Naples, Florida. 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.

Michael Mccain is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He holds a Series 63 designation and has worked in various capacities within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he co-owns B.T.S. LLC, a personal business unrelated to investments that includes ownership of two boats. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad planning menu with tailored recommendations based on Wells Fargo research and tools, covering areas such as retirement, education, risk, and wealth-transfer planning.

Michael Priola is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo and its affiliates since 2009. Outside of advisory work, he owns MBP OF CW LLC, a financial-related practice, and M&S Renovations LLC, an entity involved with property restoration. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Andrew Montero is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He previously worked at Wells Fargo Clearing and Edward Jones. He is also involved in wealth management through ownership roles in two related firms based in Fort Myers, FL. 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 supported by proprietary research and tools, allowing clients to receive tailored recommendations with optional implementation through various brokerage and advisory programs.

Maureen Mcpeek is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Wells Fargo Advisors since 2013. Outside of her advisory role, she is a majority owner and trustee of Lynch Mcpeak Wealth Management, a separate financial practice based in Glenview, IL. 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, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, serving clients through a large network of advisors.

Paul Lopresti is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he owns and operates PAUL F LOPRESTI P.A. LLC and serves as a committee member for The Naples Players endowment. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with services covering various planning needs including niche areas such as business-owner transition and special-needs analysis.

Donald Nealon is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at Wells Fargo in various capacities since 2009. Nealon is involved in several investment-related business activities, including ownership interests in multiple investment entities. 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 supported by Wells Fargo research and tools, with services that extend to specialized areas such as business-owner transition planning and special-needs analysis.

William Lopresti is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, he receives royalties from a prior acting role with Mesquite Productions. 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 specialized services like business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Streeter Holden is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo entities since 2009. Outside of his advisory role, he is an artist based in Naples, FL, dedicating time monthly to his art activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with services spanning cash-flow, retirement, education, risk management, and specialized planning areas.

Kurt Maurillo is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He has held various roles within Wells Fargo entities since 2009. Maurillo also serves as president of the Freedom Acres Homeowners Association in Cape Coral, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad range of specialized planning options.