Chicago, IL South Wacker Drive Office

David Helverson is a financial advisor with Wells Fargo Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes lengthy tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as treasurer and finance committee member for the Delta Kappa Epsilon International Fraternity, where he oversees budgets and financial audits. 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 and integrates advisory solutions with other financial products and referral channels.

Troy Huber is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for 15 years before joining Wells Fargo Advisors. Outside of his advisory role, he consults on automotive industry projects through his independent consulting entity and serves as managing member of HUBER CONSOLIDATIONS LLC, which manages his consulting work. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that include retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through discrete planning engagements.

Kimberly Adler is a financial advisor with Wells Fargo Advisors in Chicago, IL, holding a Series 63 designation and bringing 26 years of industry experience. She has worked within various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC, Wells Fargo Clearing, and her current role at Wells Fargo Advisors since 2023. 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 specialized areas such as business-owner transition and sports & entertainment planning, utilizing Wells Fargo’s research and planning tools to develop tailored client recommendations.

Thomas Miniscalco is a financial advisor with Wells Fargo Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. He also has a 50% ownership interest in HAAS MINISCALCO, LLC, an investment-related business based in Chicago. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations and offers clients flexibility in implementing those through various brokerage or advisory programs.

Matthew Hartke is a financial advisor with Wells Fargo Advisors in Chicago, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Peoria Disposal, the Peoria City/County Health Department, Wells Fargo Clearing Services LLC, and State Farm. Outside of his advisory role, he owns MD2L LLC, an eSports tournament organization business for amateur players. 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 and develops tailored recommendations using proprietary research and planning tools, with clients having flexibility in implementation through various brokerage or advisory programs.

Elisabeth Niemann is a financial advisor with Wells Fargo Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and having 34 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes specialized services such as business-owner transition and special-needs planning, delivering tailored recommendations through research and planning tools.

Lori Helland is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. She previously worked at Ameriprise Financial Services for over 26 years. Outside of her advisory role, she has engaged in non-investment-related real estate ownership. 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 tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Patricia Dwyer is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. She holds a Series 63 designation and has worked with Wells Fargo and its affiliates since 2013. Outside of her advisory role, she has been involved with L'Occitane since 2003. 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 array of planning services and tools, allowing advisors to tailor recommendations to meet clients’ specific needs.

Wendy York is a CFP®-designated financial advisor with 22 years of industry experience. She has worked at Wells Fargo Advisors since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Based in Chicago, IL, she holds Series 63 and Series 65 licenses. 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 and uses proprietary research and tools to develop tailored recommendations for its clients.

Zachary Buchanan is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Wells Fargo Advisors in Chicago, IL. He has previously worked within the Wells Fargo organization for over a decade in various roles including Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop and deliver personalized investment recommendations.

Jennifer Lewis is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked exclusively within Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Based in Chicago, IL, she currently serves clients through Wells Fargo Advisors. 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, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Karina Bilotti is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing 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 its clients.

Jerry Lawhead is a financial advisor with Wells Fargo Advisors in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His previous roles include positions at Edward Jones and Fifth Third Securities. Outside of his advisory work, he serves as an assistant football coach at Robinson High School and operates CoachJLaw LLC, where he provides coaching and speaking services. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools to deliver tailored recommendations across a broad range of financial needs.

Mark Pignotti is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo affiliates since 2014. Outside of his advisory role, he is involved in managing several real estate investment entities. 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 solutions and integrates advisory services with other financial products and referral channels.

Christopher Marzec is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, Marzec serves on the finance committee of Fair Oaks Presbyterian Church. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by Wells Fargo research and a broad planning menu that includes specialized services such as business-owner transition and special-needs planning.