Stephen Bartlett is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, where he worked from 2007 to 2020 before joining Wells Fargo Advisors in 2020. Bartlett is involved in investment-related activities through his wholly owned entity, Stephen L Bartlett, LLC. 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 utilizing proprietary research and planning tools, with clients selecting how to implement recommendations through brokerage or advisory programs.

Randolph Mcalpine is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Advisors. He has worked at Wells Fargo Advisors and its financial network since 2009. Outside of his advisory role, he is president of Wealth Management Services at North Channel Capital Management Group and serves as a trustee and co-trustee for various North Channel retirement plans. He is also an investment committee member for Immanuel, a senior care organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad array of planning options including retirement, education, and business-owner transition planning. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and client summary letters, with clients choosing implementation via brokerage or advisory programs.

Tim Hoffman is a financial advisor with Wells Fargo Advisors in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his primary role, he owns TIM R. HOFFMAN, LLC, an investment-related business, and holds minority interests in several investment-related entities, including North Channel LLC and North Channel Capital Real Estate LLC. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet specific net-worth criteria. The firm combines advisory services with other financial products, leveraging Wells Fargo research and planning tools to develop tailored recommendations.