Benjamin Spalter is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. He serves as a trustee of a family trust, dedicating time to this responsibility alongside his advisory work. 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, including specialized areas such as business-owner transition and special-needs planning, and uses proprietary research and tools to develop tailored recommendations.

Mary Cobb is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 18 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. 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 covering various specialized areas and uses Wells Fargo research and planning tools to develop tailored recommendations.

Theodore Mack is a CFP® certified financial advisor with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2025. He has held various roles within the Wells Fargo organization since 2009 and has been involved with the Bucks County Youth Center since 1998. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs analysis.