Michael Phelan is a financial advisor with Wells Fargo Advisors in Winston Salem, NC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and held prior roles within Wells Fargo Clearing and Wells Fargo Investments, LLC. Wells Fargo Advisors Financial Network 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, including specialized areas such as business-owner transition and special-needs planning, delivering tailored recommendations through a variety of investment and advisory programs.

James Abernethy is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services for 14 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with a focus on various specialized planning areas for clients who meet certain net-worth thresholds.

James Kluttz is a financial advisor at Wells Fargo Advisors with 49 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing for seven years. Outside of his advisory role, he serves as a director of Accusport, Inc. in Winston Salem, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients’ specific needs, utilizing proprietary research and planning tools.

Robert Nichols is a financial advisor with Wells Fargo Advisors based in Winston Salem, NC. He holds Series 63 and Series 65 licenses and has 39 years of industry experience, including prior roles at Wells Fargo Clearing and Wachovia Securities. He is a 50% owner of Goodson & Nichols Financial Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory recommendations with multiple financial product offerings.

Mary Thackerson is a Series 66-registered financial advisor with Wells Fargo Advisors in Winston Salem, NC, bringing three years of industry experience. Her prior work experience includes roles at Raymond James & Associates, Oracle, and Lenovo. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations based on its research and planning tools, with planning engagements typically being discrete rather than ongoing.

William Goodson is a Series 66-licensed financial advisor with Wells Fargo Advisors in Winston Salem, NC, bringing 17 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors. Goodson serves on the advisory board and as vice chairman of the Finance Advisory Board at the Poole College of Management, supporting student engagement and strategic initiatives, and participates on various local boards and committees including the Trellis Supportive Care Foundation. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning solutions supported by Wells Fargo research and tools. The firm integrates advisory services with other financial products and referral channels to deliver tailored recommendations and options for implementation.

Byron Mason Phipps is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at The Results Company, Greene Resources, First Citizens Bank, and several other firms. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning solutions, utilizing proprietary research and tools, with an option for clients to implement recommendations through various brokerage or advisory programs.

Mackenzie Urquhart is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing. Outside of her advisory role, she serves as treasurer and board member for the Washington Park Neighborhood Association in Winston Salem, NC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and special-needs planning.

Crystal Diamond is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She previously worked at Wells Fargo Clearing and BB&T Securities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Jennifer Hobbs is a financial advisor with Wells Fargo Advisors in Winston Salem, NC, holding a Series 63 designation and 24 years of industry experience. She has worked with Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors, where she has been since 2023. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Tom Goodson is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors and its clearing division since 2016. Outside of his professional role, he serves as a trustee for a family trust in Winston-Salem, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers specialized planning areas and develops tailored recommendations using proprietary research and tools, allowing clients to choose how to implement them through various brokerage or advisory options.