William Kieffer Jr. is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advisory, he co-owns an investment-related business with his spouse and manages another investment firm in Newburgh, Indiana. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to create tailored recommendations.

Terry Mccollam is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations for clients.