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Matt E

Series 66

Oakbrook, IL

Wells Fargo Advisors

Matt Estkowski is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked in various roles within Wells Fargo, including Wells Fargo Clearing from 2016 to 2024. Based in Oakbrook, IL, he joined Wells Fargo Advisors in 2015 and rejoined the firm in 2024. 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 planning tools to develop tailored recommendations across diverse planning areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joseph S

CFP®, Series 66

Oakbrook, IL

Wells Fargo Advisors

Joseph Sutton is a CFP® with 19 years of experience in the financial services industry. He has worked at Wells Fargo Advisors and its affiliated entities since 2009. Sutton is currently based in Oakbrook, IL. 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, utilizing proprietary research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Daniel D

CFP®, Series 66, Series 63

Oakbrook, IL

Wells Fargo Advisors

Daniel Donahue is a CFP®-certified financial advisor at Wells Fargo Advisors with 37 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in Plank Road Advisors, LLC, and Donahue Financial Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold, with specialized planning options and an integrated approach combining advisory services with other financial products.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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William S

Series 63, Series 65

Oak Brook, IL

Wells Fargo Advisors

William Seibold is a financial advisor at Wells Fargo Advisors in Oak Brook, IL, with 43 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Seibold is co-owner of Seibold Wealth Management Inc., a financial planning 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 investment and financial planning services, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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William S

Series 66

Oak Brook, IL

Wells Fargo Advisors

William Seibold II is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo in various capacities since 2009. In addition to his advisor role, he is co-owner of Seibold Wealth Management Inc., a separate practice based in Oak Brook, IL. Wells Fargo Advisors 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, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matthew J

Series 63, Series 65

Oakbrook, IL

Wells Fargo Advisors

Matthew Junkins is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and with 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. He is a trustee for the Plank Road Advisors 401(k) plan. Wells Fargo Advisors Financial Network is a 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 offerings with other financial products through a large network of advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Donald S

Series 63, Series 65

Oak Brook, IL

Wells Fargo Advisors

Donald Smirniotis is a financial advisor at Wells Fargo Advisors with 50 years of industry experience. He holds Series 63 and Series 65 designations. His career includes multiple roles within Wells Fargo entities since 2009. Outside of his advisory work, he is involved in managing and investing through several private investment entities and acts as a trustee for retirement plans associated with his practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services supported by Wells Fargo research and planning tools. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, with clients choosing how to implement recommendations through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Paul S

CFP®, CFA®, Series 66

Oakbrook, IL

Wells Fargo Advisors

Paul Sikes is a CFP® and CFA® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He has held various roles within Wells Fargo-affiliated firms since 2012. In addition to his advisory work, he is involved with several nonprofits, serving on finance committees and as treasurer for organizations including PING!, Glessner House, and the Jazz Institute of Chicago. 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 supported by Wells Fargo research and tools, with an emphasis on discrete planning engagements and optional implementation through its brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Aaron C

Series 66

Oak Brook, IL

Wells Fargo Advisors

Aaron Cates is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked in various roles within Wells Fargo and Manning & Napier. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with clients selecting their preferred implementation options through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ryan C

CFP®, Series 63, Series 65

Oak Brook, IL

Wells Fargo Advisors

Ryan Corbett is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he has involvement in rental property management through ownership of related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 & entertainment planning, supported by Wells Fargo research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Carole L

CFP®, Series 63, Series 66

Oakbrook, IL

Wells Fargo Advisors

Carole Liang is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. She has worked within various Wells Fargo entities since 2007, including Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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 planning menu and delivers tailored recommendations using proprietary research and tools, with clients choosing how to implement those recommendations through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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