Cynthia Theis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has previously worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC before joining Wells Fargo Clearing Services LLC and later Wells Fargo Advisors Financial Network. Outside of her advisory role, she serves as power of attorney for her spouse in investment-related matters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Desmond Perry is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 10 years. Perry is based in Vineland, NJ, and has been with Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis.