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Nicholas F

Series 63, Series 66

Sarasota, FL

Wells Fargo Advisors

Nicholas Feather is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he serves on the board of directors for the Palmer Lake Home Owners Association in Sarasota. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting net-worth thresholds. The firm utilizes proprietary research and planning tools to develop customized recommendations, with implementation offered through various brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Harry P

CFP®, Series 63

Sarasota, FL

Wells Fargo Advisors

Harry Pinkham is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2022. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns ESJ Investment Co, LLC, and is an agent with Capstan Insurance Consulting LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers comprehensive investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher M

Series 63, Series 66

Sarasota, FL

Wells Fargo Advisors

Christopher Mazza is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Wells Fargo entities since 2009. Mazza is involved in several related business activities, including ownership and agency roles in financial and insurance consulting firms in 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 range of planning options, utilizing proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jesse P

Series 66

Sarasota, FL

Wells Fargo Advisors

Jesse Perez is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at UBS, Merrill, and Bank of America, N.A. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ryan F

Series 63, Series 66

Sarasota, FL

Wells Fargo Advisors

Ryan Fruth is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. He is also involved in insurance consulting and owns a financial consulting firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Daniel H

CFP®, Series 66

Sarasota, FL

Wells Fargo Advisors

Daniel Hoffe is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2016. He holds the Series 66 designation and is based in Sarasota, Florida. Outside of his advisory role, he is involved in two investment-related business activities, including ownership of A VERY GOOD DAY !, LLC and acting as an agent for Capstan Insurance Consulting LLC. 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, including cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and planning tools to tailor recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Scot J

Series 66

Sarasota, FL

Wells Fargo Advisors

Scot Jaffe is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Fred B

CFP®, Series 63

Sarasota, FL

Wells Fargo Advisors

Fred Brickel is a CFP®-certified financial advisor at Wells Fargo Advisors with 44 years of industry experience. He has worked within various Wells Fargo entities since 2009, including Wells Fargo Clearing. Brickel is also involved in outside business activities related to investment and insurance consulting through BRICKEL GP, LLC and Capstan Insurance Consulting LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses its own research and planning tools to deliver tailored recommendations, with clients having the option to implement these through multiple available programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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John R

Series 63

Sarasota, FL

Wells Fargo Advisors

John Robinson is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 63 designation and possessing 54 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is an agent for Capstan Insurance Consulting LLC, an insurance-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu to clients meeting a net-worth threshold, utilizing research and planning tools to deliver tailored recommendations through discrete planning engagements.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Benjamin J

Series 66

Sarasota, FL

Wells Fargo Advisors

Benjamin Johns is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 designation and 15 years of industry experience. He has worked within various Wells Fargo entities since 2016. In addition to his advisory role, he owns Johns Financial, LLC, an independent investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services supported by Wells Fargo research and tools, with clients selecting the implementation of recommendations through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert J

Series 66, Series 65

Sarasota, FL

Wells Fargo Advisors

Robert Jones is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 66 and Series 65 licenses and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he owns Anticus Services, LLC, a non-investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet a net-worth threshold.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Zachary R

Series 66

Sarasota, FL

Wells Fargo Advisors

Zachary Rutan is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 designation and having one year of industry experience. Prior to his role at Wells Fargo Advisors, he worked in educational settings including Florida State University, Tallahassee Community College, and Lemon Bay High School. 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 supported by proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matt D

Series 63, Series 65

Sarasota, FL

Wells Fargo Advisors

Matt Depalma is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he serves as executive producer of a television pilot based in Sarasota. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad financial planning menu. The firm provides tailored investment and planning services, integrating various financial products and referral channels within its advisory offerings.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jeremy H

Series 66

Sarasota, FL

Wells Fargo Advisors

Jeremy Hickey is a Series 66-licensed advisor with Wells Fargo Advisors in Sarasota, FL, bringing 21 years of industry experience. He has been associated with Wells Fargo-affiliated firms since 2016. Outside of his advisory role, he has ownership interests in a self-storage business and an insurance consulting company. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Kristin C

CFP®, Series 63

Sarasota, FL

Wells Fargo Advisors

Kristin Carter is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2015. She holds the Series 63 designation and is based in Sarasota, FL. Outside of her advisory role, she is involved in an insurance consulting business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors use Wells Fargo’s research and tools to develop tailored recommendations, with clients choosing whether to implement them through the firm’s brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jeffrey D

Series 66

Sarasota, FL

Wells Fargo Advisors

Jeffrey Day is a Series 66 licensed financial advisor at Wells Fargo Advisors in Sarasota, FL, with 25 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he is a 50% owner of DAY/JAFFE, LLC, involved in residential real estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth criteria and combines advisory offerings with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Stacey C

Series 66

Sarasota, FL

Wells Fargo Advisors

Stacey Crawford is a Series 66-licensed financial advisor with eight years of industry experience, currently with Wells Fargo Advisors since 2019. Prior to joining Wells Fargo, she worked at Raymond James & Associates and Nelson Homes, Inc. She is involved in investment-related activities through her ownership of Bayshore Wealth LLC and serves as an insurance agent for Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ben H

Series 63, Series 66

Sarasota, FL

Wells Fargo Advisors

Ben Hatcher is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Wells Fargo Advisors since 2010. Outside of his advisory role, he serves as a board member for the Hidden Oaks Estates Homeowners Association in Sarasota, FL. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing a broad range of planning tools and Wells Fargo research to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Thomas M

CFP®, Series 63, Series 65

Sarasota, FL

Wells Fargo Advisors

Thomas Mcdonald is a CFP® with 38 years of industry experience, currently serving at Wells Fargo Advisors in Sarasota, FL since 2012. He has ownership in McDonald GP, LLC and is involved in insurance consulting through Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network is a 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 retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to deliver tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Richard P

Series 66

Sarasota, FL

Wells Fargo Advisors

Richard Pinkham is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 credential and 16 years of industry experience. He previously worked at Wells Fargo Clearing for 13 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, Pinkham owns MRP Investment Co, LLC and serves as an agent for Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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William N

Series 63, Series 65

Sarasota, FL

Wells Fargo Advisors

William Nickles is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Nickles has ownership interests in several investment-related entities, including NWM21 LLC and Capstan Growth Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on tailored, discrete planning engagements for clients who meet certain net-worth criteria.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Wayne M

Series 63, Series 65

Sarasota, FL

Wells Fargo Advisors

Wayne Mcmullen is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked within various Wells Fargo entities since 2009. In addition to his advisory role, he has ownership interests in several private ventures, including McMullen Financial Group and Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized planning for business owners, athletes, and special-needs cases. The firm uses proprietary research and tools to develop tailored recommendations delivered through client meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Carrie H

Series 63, Series 65

Sarasota, FL

Wells Fargo Advisors

Carrie Hulen is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of her advisory role, she is involved in several private investment ventures, including ownership of an LLC that engages in research, market, and sales activities on Amazon. 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 that includes cash-flow, retirement, education, risk, and wealth-transfer planning, tailoring recommendations through proprietary research and tools, with clients having flexibility in how to implement solutions.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Troy M

CFP®, Series 63

Sarasota, FL

Wells Fargo Advisors

Troy Moore is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Sarasota, FL since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. In addition to his advisory work, he is involved with Capstan Insurance Consulting LLC as an agent. 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 tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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