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Matt E
Series 66
Oakbrook, IL
Wells Fargo Advisors
Matt Estkowski is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services through a large network of advisors. The firm provides tailored recommendations using Wells Fargo research and planning tools, covering various specialized planning areas for clients who meet specific net-worth criteria.
Joseph S
CFP®, Series 66
Oakbrook, IL
Wells Fargo Advisors
Joseph Sutton is a financial advisor at Wells Fargo Advisors in Oakbrook, IL, with 20 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services with a range of specialized planning options. The firm’s approach combines proprietary research and planning tools with flexible implementation choices through brokerage or advisory programs.
Maryan K
Series 63, Series 65
Oak Brook, IL
Wells Fargo Advisors
Maryan Khalil is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Money Concepts Capital Corp. and BMO Harris Bank. 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, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.
Daniel D
CFP®, Series 63, Series 66
Oakbrook, IL
Wells Fargo Advisors
Daniel Donahue is a CFP® with 37 years of industry experience currently serving at Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearing from 2016 to 2024 and A. G. Edwards & Sons, Inc. from 2003 to 2008. He holds partial ownership in Plank Road Advisors, LLC, and full ownership of Donahue Financial Group, LLC. 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 planning menu, including specialized services such as business-owner transition planning and special-needs analysis, supported by Wells Fargo’s research and planning tools.
Brian B
Series 66
Oak Brook, IL
Wells Fargo Advisors
Brian Bash is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith and Norcomm Public Safety Communications. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes proprietary research, planning tools, and simulation models to develop tailored recommendations, and provides specialized planning services for clients meeting certain net-worth thresholds.
Jeffrey U
Series 63, Series 65, Series 66
Oakbrook, IL
Wells Fargo Advisors
Jeffrey Ulit is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at UBS Financial Services and Raymond James Financial Services. Outside of his advisory role, he holds a real estate license in Wheaton, Illinois. 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, and business-owner transition planning, supported by proprietary research and planning tools.
Nathan C
Series 63, Series 66
Oak Brook, IL
Wells Fargo Advisors
Nathan Craig is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities LLC. 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 supported by Wells Fargo research and planning tools.
William S
Series 63, Series 65
Oak Brook, IL
Wells Fargo Advisors
William Seibold is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Advisors since 2017, following a year at Wells Fargo Clearing. Seibold is also a co-owner of Seibold Wealth Management Inc., a separate investment-related practice. 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 uses proprietary research and planning tools to develop tailored recommendations and offers a variety of specialized planning services to clients meeting certain net-worth criteria.
William S
Series 66
Oak Brook, IL
Wells Fargo Advisors
William Seibold II is a Series 66-licensed financial advisor with Wells Fargo Advisors in Oak Brook, IL, and has 17 years of industry experience. He has been with Wells Fargo Advisors since 2017, following a year at Wells Fargo Clearing. Outside of his work at Wells Fargo, he co-owns Seibold Wealth Management Inc., a separate practice based in Oak Brook. 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 tailored to clients meeting specific net-worth thresholds, using proprietary research and planning tools to develop customized investment recommendations.
Matthew M
Series 66
Oakbrook, IL
Wells Fargo Advisors
Matthew Milewski is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at the University of Illinois Urbana Champaign, Home Depot, Lawn Medical Center, and Victor J Andrew High School. 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 retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.
Matthew J
Series 63, Series 65
Oakbrook, IL
Wells Fargo Advisors
Matthew Junkins is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, A. G. Edwards & Sons, Morgan Stanley Dw Inc., and Merrill Lynch Investment Managers. Junkins has ownership interests in two investment-related firms and serves as a trustee for a 401(k) plan. 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 supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations.
Donald S
Series 63, Series 65
Oak Brook, IL
Wells Fargo Advisors
Donald Smirniotis is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and over 51 years of industry experience. He has worked at Wells Fargo Advisors since 2020, preceded by roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he holds ownership in PC Ramblers, LLC. 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, offering a broad range of planning services supported by firm research and tools.
Paul S
CFP®, CFA®, Series 66
Oakbrook, IL
Wells Fargo Advisors
Paul Sikes is a CFP®, CFA®, and Series 66-licensed financial advisor with 14 years of industry experience, currently with Wells Fargo Advisors since 2024. He previously worked at Wells Fargo Clearing from 2016 to 2024. Outside of his advisory role, he serves on finance committees for several nonprofit organizations, including the Jazz Institute of Chicago and the Glessner House, and holds treasurer and finance committee member roles at PING! in Oak Park, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, leveraging proprietary research and planning tools to create tailored recommendations. The firm offers specialized planning solutions and integrates advisory services with various financial product and referral channels.
Aaron C
Series 66
Oak Brook, IL
Wells Fargo Advisors
Aaron Cates is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2019, following prior roles at Wells Fargo Clearing, Manning & Napier Advisors, Calamos Advisors, and several other firms. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters, with optional implementation through its brokerage or advisory programs.
Ryan C
CFP®, Series 63, Series 65
Oak Brook, IL
Wells Fargo Advisors
Ryan Corbett is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. His prior experience includes roles at Wells Fargo Clearing, Chase Investment Services Corp., Banc One Securities Corporation, and Ameriprise Advisor Services, Inc. Outside of his advisory duties, he is involved in managing investment-related business activities. 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. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and tools to deliver tailored recommendations.
Carole L
CFP®, Series 63, Series 66
Oakbrook, IL
Wells Fargo Advisors
Carole Liang is a CFP®-credentialed financial advisor at Wells Fargo Advisors with 17 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Advisors since 2016. 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 using proprietary research and tools, with services tailored to clients who meet certain net-worth thresholds.
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