John Lee Jr. is a financial advisor with Wells Fargo Advisors in Westlake, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory work, he serves as chairperson of the finance council at St. Raphael Catholic Church and is a part-owner of an event planning and corporate sponsorship business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients able to implement strategies through various brokerage or advisory programs.

Aileen Tippy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds a Series 63 designation and has worked with various Wells Fargo entities since 2009. Outside of her advisory role, she serves as power of attorney for her mother and is connected to a telecommunications equipment business owned by her spouse. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and divorce planning. Advisors use firm research and planning tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.

Margaret Bornhorst is a financial advisor at Wells Fargo Advisors with a Series 66 designation and experience in the industry since 2025. Prior to joining Wells Fargo, she worked at Baker Tilly US LLP for four years and spent eight years in full-time education. 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 institutional clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Sean O'Reilly is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Westlake, OH, and has 30 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in ownership and management of several investment-related businesses, including STO Wealth Manager, LLC and Your Bridge Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored planning covering areas such as retirement, education, and niche client needs, using Wells Fargo research and tools to deliver customized recommendations.

Michael Bornhorst is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Outside of his advisory work, he serves as an Investment Committee member for the Arthritis Foundation. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services supported by proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Lauren Kearney is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo in various capacities since 2009. 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, including specialized services such as business-owner transition and sports & entertainment planning, utilizing Wells Fargo’s research and planning tools.

Joshua Ingalls is a financial advisor with Wells Fargo Advisors in Westlake, Ohio, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC dating back to 2014. He serves as a finance committee member at Lake Erie College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.