Jason Kiefer is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Wells Fargo Advisors in 2021. Outside of his primary role, he holds a 4% ownership interest in Fortress Financial, LLC, a financial practice based in Ocean City, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers 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 client meetings and summary letters.

Jeffrey Shirk is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is a 32% owner of Fortress Financial LLC and serves as a trustee and holds power of attorney roles for family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting specific net-worth thresholds and integrates advisory services with other financial products and referral channels.

John Shirk is a financial advisor with Wells Fargo Advisors in Ocean City, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is a 32% owner of Fortress Financial LLC, where he dedicates significant time, and serves as a trustee for both a family and a friend's irrevocable trusts. 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 institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.