Kathleen Peterson is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of her advisory role, she serves as assistant treasurer for St. James United Church of Christ in Hamburg, NY, overseeing the budget and expenses. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Colden Hollins is a financial advisor with Wells Fargo Advisors in Orchard Park, NY. He holds a Series 66 designation and has three years of industry experience, including time at Wells Fargo Clearing prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Jill Carter is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked within Wells Fargo-affiliated firms since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across various planning areas, with implementation options through brokerage or advisory programs.