Beachwood, OH Office

Mildred Babb Perkins is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2022. Her previous roles include positions at Wells Fargo Clearing, Invest Financial Corporation, and Merrill. She is involved with Princeton Harriman Insurance Solutions as a financial advisor. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product sales and referral channels.

Kery Hutner is a financial advisor with Wells Fargo Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2022 and previously worked at Wells Fargo Clearing from 2016 to 2022. Hutner owns and operates KH Wealth Management LLC, an independent financial advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, using proprietary research and planning tools to develop recommendations delivered in meetings and written summaries.

Caroline Jones is a Series 66 licensed financial advisor with eight years of industry experience, currently with Wells Fargo Advisors since 2020. Her prior roles include positions at Bank of America and Merrill. Outside of finance, she is a co-author of several children's books and participates as a musician. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet certain net worth criteria. The firm provides a broad planning menu supported by Wells Fargo research and tools, integrating advisory services with other financial products and referral channels.

Karen Kratz is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors Financial Network since 2021, following seven years at Merrill Lynch, Lynch, Fenner & Smith Incorporated. 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 using proprietary research and tools, delivering tailored recommendations through meetings and client summary letters.

Dennis Barba Jr. is a financial advisor with Wells Fargo Advisors in Beachwood, OH, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in scouting high school basketball players and owns several businesses related to his financial practice and other ventures, including tax preparation and basketball team ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with flexibility in implementation and multiple integrated financial product options.

Eric Ingerman is a CFP®-designated financial advisor with Wells Fargo Advisors in Beachwood, OH, bringing 26 years of industry experience. He has been with Wells Fargo Advisors and its associated entities since 2016. Outside of his advisory work, he serves as head soccer coach for the Solon High School soccer team. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu using Wells Fargo research and tools, with planning engagements generally discrete and implementation optional.

Mario Perkins is a financial advisor with Wells Fargo Advisors in Beachwood, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Noble Notary and has been employed with Penske Logistics since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations across various planning areas.

Thomas Erb is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he has ownership interests in several businesses, including a non-investment-related energy company and a financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, employing proprietary research and tools to develop tailored recommendations for its clients.

Melissa Halloran is a financial advisor with Wells Fargo Advisors in Beachwood, OH. She holds a Series 63 designation and has 27 years of industry experience, including 11 years with Wells Fargo Advisors. Outside of her advisory role, she provides support staff services for an insurance business in Sarasota, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Michelle Weilacher is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio. She holds a Series 63 designation and has 34 years of industry experience, including nine years with Wells Fargo Clearing prior to joining Wells Fargo Advisors. Outside of her advisory role, she also serves as an administrative assistant for an insurance agency. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Brian Zeid is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Beachwood, Ohio. He has 27 years of industry experience, including 10 years at Wells Fargo Advisors. Outside of his advisory role, he holds partial ownership in several healthcare-related businesses focused on hormone replacement therapy and a pharmacy specializing in hormone therapy prescriptions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, athletes, and clients with unique needs, using proprietary research and planning tools.

Rebecca Tipton is a CFP® with 23 years of industry experience and is currently with Wells Fargo Advisors. Her prior roles include positions at Lineweaver Wealth Advisors and Ameriprise Financial Services, where she worked for 21 years combined. She serves on the Finance/Stewardship Ministry Team and volunteers with the Smile Team at Mantua Center Christian Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by Wells Fargo research and tools. The firm integrates advisory services with other financial products and referral channels to deliver tailored recommendations.

William Schultz is a CFP® professional based in Beachwood, OH, with 26 years of industry experience. He has worked with Wells Fargo Advisors since 2018 and previously with Wells Fargo Clearing from 2016 to 2018. Schultz also owns and manages a separate wealth management practice, Schultz Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Kelley Thompson is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked for Wells Fargo Clearing for nine years. She is also the owner of Kelley Marie Thompson, LLC, a separate business entity. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, utilizing Wells Fargo research and tools, with planning engagements tailored to the specific needs and net worth of its clients.

James Makee Jr. is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 10 years before joining Wells Fargo in 2017. Outside of his advisory role, he serves on the Geauga County Airport Authority board and chairs its steering committee, leading planning efforts for the airport's future. He is also involved in managing aircraft acquisitions for personal and charitable use through a private LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, including specialized planning for business transitions and special needs, using proprietary research and planning tools to develop tailored recommendations.