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Nicole C

CFP®, Series 66

Scottsdale, AZ

Wells Fargo Advisors

Nicole Corning is a CFP®-designated financial advisor with Wells Fargo Advisors in Scottsdale, AZ, bringing 15 years of industry experience. She has worked within various Wells Fargo entities since 2010. Outside of her primary role, Corning hosts a podcast addressing issues faced by working mothers, serves as treasurer for The Care Fund supporting families with critically ill children, and is an author of a fiction book. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services that include specialized planning such as business-owner transition and special-needs analysis.

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 with Wells Fargo Advisors in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked within Wells Fargo and its affiliates since 2012. Outside of his advisory role, Katz serves as president of the Chaparral Homeowners Association in Chandler, Arizona. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning areas through a large network of advisors. The firm develops tailored recommendations using proprietary research and planning tools, providing clients with flexible implementation options and integrated financial product offerings.

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 at Wells Fargo Advisors with 43 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. She serves as an investment committee member at Concordia University Chicago, where she reviews investment performance and allocation. 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 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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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 25 years of industry experience. She has worked within the Wells Fargo organization since 2015 in various roles. Outside of advising, she co-hosts the Working Mommy's Manual podcast. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad menu of planning options supported by Wells Fargo’s 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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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 26 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns and operates investment-related businesses, including Buckman Family Investment Corp and a financial strategies group. 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 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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Kenneth M

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Kenneth Mantel is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities within Wells Fargo since 2009. Mantel is also involved with Mantel Money LLC, a financial practice he owns and operates in Scottsdale, 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 range of planning services and integrates advisory services with other financial product sales 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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