William Marsh is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Wells Fargo Advisors Financial Network LLC since 2010. Marsh has ownership interests in several financial consulting and investment-related businesses based in Sarasota, Florida. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations for clients.

James Fryrear is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he is a co-owner of MAGIS, LLC and serves as co-trustee for his father's trust. Wells Fargo Advisors 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 tailored recommendations using proprietary research and planning tools, with a broad range of specialized planning services available to clients who meet certain net-worth thresholds.