William Hardegree III is a CFP®-certified financial advisor with 33 years of industry experience. He has been with Wells Fargo Advisors since 2020, following previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Pickett and Hatcher Educational Fund, Inc. 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 and develops tailored recommendations using Wells Fargo research and tools, delivering these through meetings and written summaries.

Casey Middleton is a financial advisor with Wells Fargo Advisors in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also the owner of Middleton Coastal Valley Wealth Management LLC, an investment-related business based in Jacksonville, FL. 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 range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.