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Nicole C

CFP®, Series 66

Scottsdale, AZ

Wells Fargo Advisors

Nicole Corning is a CFP® with 15 years of industry experience, currently advising clients at Wells Fargo Advisors since 2019. She was previously with Wells Fargo Clearing from 2016 to 2019. Outside of her advisory role, she hosts "The Working Mommy's Manual" podcast and serves as treasurer for The Care Fund, which provides mortgage and rental assistance to families with critically ill children. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, combining advisory services with additional 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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Joshua D

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Joshua Dixon is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BANK of AMERICA, Merrill, and Merrill Lynch Pierce Fenner & Smith. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients' needs, utilizing Wells Fargo research and planning tools, with implementation options 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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Daniel C

CFP®, Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Daniel Comforti is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding the CFP® designation and securities licenses Series 63 and Series 65. He has six years of industry experience, including prior roles at Alamo Capital and Symmetry Financial Group. Outside of his advisory work, he owns and operates DC SwimFit LLC, a private swim lesson business. 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 planning menu tailored to clients meeting a net-worth threshold 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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Aaron K

Series 65, Series 66

Scottsdale, AZ

Wells Fargo Advisors

Aaron Kurasch is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2009 to 2024. 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 institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo 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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Stephen H

Series 66

Scottsdale, AZ

Wells Fargo Advisors

Stephen Horrell III is a financial advisor at Wells Fargo Advisors with eight years of industry experience and holds a Series 66 designation. Prior to joining Wells Fargo Advisors in 2023, he worked at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory roles, he has a background working at Paradise Valley Country Club. 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 planning menu and tailored recommendations utilizing Wells Fargo research and planning tools, with a range of services spanning retirement, education, risk, wealth-transfer, and specialized planning areas.

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

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Glen Katz is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley in various capacities between 2002 and 2012. Outside of his advisory role, Katz serves as president of the Chaparral Homeowners Association in Chandler, AZ. 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 uses proprietary research and tools to develop tailored recommendations that clients may implement 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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Karen D

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Karen Doering is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2019. She serves as an investment committee member at Concordia University Chicago, where she reviews investment performance and allocation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services, using proprietary research and tools to deliver tailored recommendations. The firm offers a broad array of planning services and integrates advisory solutions 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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Kathleen W

Series 63, Series 66

Scottsdale, AZ

Wells Fargo Advisors

Kathleen Wilson is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Merrill and Banc of America Investment Services. She is also a co-host of the Working Mommy's Manual podcast. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools. The firm offers specialized planning for clients meeting net-worth thresholds 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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Perry B

Series 66

Scottsdale, AZ

Wells Fargo Advisors

Perry Buckman is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory role, he is involved in investment-related activities through ownership in family investment entities and serves as power of attorney for family members. 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 institutions. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with various 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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Kenneth M

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Kenneth Mantel is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Advisors since 2024 and previously worked at Wells Fargo Clearing from 2016 to 2024. Mantel also manages a separate financial practice through Mantel Money LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

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