Doylestown, PA 2003 S Easton Rd Office

Kathryn Ortolf is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds a Series 66 designation and has worked previously at Messer LLC, Villanova University, and Linde LLC. Outside of her advisory role, she has a minority ownership interest in JK Partners LLC, a financial practice in Doylestown, PA. 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, including specialized areas such as business-owner transition and special-needs planning, and delivers tailored recommendations using proprietary research and tools.

Daniel Casino is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. Prior to this, he worked at Wells Fargo Clearing from 2016 to 2019. Outside his advisory role, Casino holds a part ownership in Invictus Wealth Management, LLC and serves as a trustee for its 401(k) plan; he is also a notary public. Wells Fargo Advisors 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 range of planning services utilizing proprietary research and tools, serving clients who meet specific net-worth criteria.

Ryan Forman is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Before joining Wells Fargo Advisors in 2022, he worked at APPS Paramedical, Chariot Valet, and Green Valley Country Club. Wells Fargo Advisors Financial Network 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 a broad range of planning services including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Kathleen Lansing is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously spent six years at Oppenheimer & Co Inc. and one year in a position listed as Home. 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 that include retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm supports advisors with proprietary research and planning tools while integrating advisory services with various financial products and referral channels.

Amar Mehta is a CFP® credentialed financial advisor with 17 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023. He holds a 40% ownership in KM Financial, LLC, an investment-related business based in Doylestown, PA. 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 range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop recommendations delivered through meetings and summary reports.

Stephen Kidron is a CFP®-certified financial advisor with 12 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023. Kidron serves on the investment committee at Chestnut Hill College. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options supported by proprietary research and tools. The firm integrates advisory services with various financial products and referral channels.

Dennis Cooney is a CFP® professional with 34 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing for seven years. Outside of his advisory role, he operates Dennis Cooney Consulting, LLC in Doylestown, PA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm utilizes proprietary research and planning tools to develop customized recommendations, with clients able to implement these through brokerage or advisory programs as they choose.

John Ortolf is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Wells Fargo Advisors in Doylestown, PA since 2016. Outside of his role at the firm, he holds a majority ownership in JK Partners LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. Advisors use Wells Fargo's research and tools to develop tailored recommendations that clients may implement through various brokerage or advisory programs.

Beth Zucker is a CFP® professional with 38 years of experience in the financial industry. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Zucker is also a part-owner and trustee of Invictus Wealth Management in Doylestown, PA. 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 planning menu tailored to clients meeting a net-worth threshold and uses proprietary research and tools to develop personalized recommendations.

Tylor Flebbe is a financial advisor at Wells Fargo Advisors with Series 66 registration and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Ameriprise Financial Services, LLC and held roles at The Pennsylvania State University as well as positions in retail and food service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet net-worth requirements. The firm offers 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 client recommendations.