William Bolas is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise and New England Securities, before joining Wells Fargo in 2013. Outside of his advisory role, he serves on the investment committee of the Cleveland Yachting Club. Wells Fargo Advisors 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 and integrates advisory recommendations with various financial products and referral channels.

Daniel Carter is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Edward Jones before joining various Wells Fargo entities starting in 2012. Carter also owns Carter Private Wealth LLC, a financial practice based in Beachwood, OH. 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 comprehensive financial planning and investment services using proprietary research and tools, providing clients with tailored recommendations across a broad range of planning needs.