Kimberly Warner is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory role, she serves as power of attorney for her parents in Aston, Pennsylvania. 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 range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and planning tools to develop tailored client recommendations.

Gregory Kessler Jr is a financial advisor with Wells Fargo Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Mass Mutual Investors Services and Metlife Securities. He has been with Wells Fargo Advisors Financial Network since 2026. 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 range of planning services tailored to clients who meet net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.