Amber Benkert is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she worked at Kohl's from 2020 to 2022 and at Manchester High School from 2016 to 2020. 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 investment and fee-based financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

John Harvie is a CFP® professional with 32 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Harvie holds ownership interests in multiple investment-related entities and serves as power of attorney and executor for family investment matters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Thomas Doyle III is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked at Wells Fargo Advisors since 2018 and previously at Dorsey Wright & Associates. Doyle also maintains ownership interests in two investment-related businesses, Harvie Wealth Management Group, LLC and PNF Holdings LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad range of offerings, including specialized planning for business-owner transitions and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored recommendations, integrating advisory services with other financial products and referral channels.

Susan Ann Bradshaw is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Advisors since 2020, following twenty years at WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves on the finance committee of River Road United Methodist Church. Wells Fargo Advisors Financial Network 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 cash-flow, retirement, education, and niche planning such as business-owner transition and special-needs analysis.

Jeremy Reed is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He has worked in various roles within Wells Fargo entities since 2009. Reed is the owner of Cardinal Asset Management LLC and serves as treasurer for Special Olympics of Virginia. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning services tailored to clients meeting specific net-worth thresholds. The firm combines advisory services with other financial products and referral channels.