David Maher is a CFP® professional with 19 years of industry experience, currently with Wells Fargo Advisors since 2019. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is also a 50% owner of Briadoly Maher Wealth Management Group, LLC, operating as Backshore Wealth Management Group in Williston, VT, and serves as a trustee for Briadoly Maher 401K. 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. The firm offers a broad planning menu, including niche services, using proprietary research and planning tools, with advisory and brokerage implementation options tailored to client needs.

Amy Phippen is a financial advisor with Wells Fargo Advisors in Williston, VT, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Wells Fargo Advisors, she worked at Northwestern Counseling & Support Services and held positions in education and legal sectors. 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 planning menu and delivers tailored recommendations using proprietary research and tools, with clients having flexibility in implementing those recommendations through various brokerage or advisory programs.

Sheryl Davis is a financial advisor with Wells Fargo Advisors in Williston, VT, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her career includes more than a decade with Wells Fargo and its affiliates, as well as prior work at A. G. Edwards & Sons, Inc. Additionally, she serves as a Notary Public in her local community. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, and specialized areas such as business-owner transition and divorce planning, using proprietary research and tools to tailor recommendations for clients.

Paul Briody is a CFP® professional with 38 years of experience in the financial services industry, currently affiliated with Wells Fargo Advisors since 2019. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, contributing a long tenure within the Wells Fargo family of firms. Outside of his advisory work, Briody participates in a car-sharing service in Sanibel, FL, and serves as co-trustee for a family trust. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing comprehensive investment and financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, including specialized areas such as business-owner transition and special-needs planning.

Jennifer Navin is a financial advisor with Wells Fargo Advisors in Williston, Vermont, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2012 to 2019. Outside of her advisory role, she serves as a power of attorney for a family member. 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 tailored to clients who meet certain net-worth thresholds, utilizing in-house research and tools to develop personalized recommendations.