Maureen Dye is a financial advisor with Wells Fargo Clearing in Palmetto, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2017 and previously worked with Manatee County Schools for one year. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Katie Mcpartland is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She has been associated with Wells Fargo Bank, N.A. since 2012 and previously worked with WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of her advisory role, she is a co-owner of a pressure washing business based in Bradenton, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.