Jeffrey Rogers 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 2025, he worked at Koskey Funeral Home, Inc. for eleven years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing 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 and special-needs planning.

Peter Munson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. His prior roles include positions at Honor Credit Union and LPL Financial. He serves on the City of Negaunee Downtown Development Authority board and owns businesses focused on retirement solutions and tax preparation. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized needs such as business-owner transition and special-needs analysis.