Dublin, OH Perimeter Office

Andrew Cuprisin is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing Services LLC from 2017 to 2023 and Morgan Stanley from 2010 to 2017. Cuprisin is involved in private wealth management through a part ownership in Tri-Oak Financial, LLC. 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 planning menu and integrates advisory services with other financial products and referral channels.

Wendy Keeler is a CFP® professional with 28 years of industry experience, currently with Wells Fargo Advisors since 2023. Prior to this, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as co-treasurer of the Dublin Jerome High School PTO and is a board member of the Financial Planning Association–Central Ohio Chapter. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations covering a broad range of financial needs.

Christopher Crothers is a financial advisor at Wells Fargo Advisors in Dublin, OH, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and J.P. Morgan Securities. 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, utilizing proprietary research and planning tools to provide tailored recommendations across various specialized planning areas.

Phillip Alexander is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with Wells Fargo Advisors in Dublin, Ohio. His prior roles include positions at Wells Fargo Clearing Services LLC and J.P. Morgan Securities. Alexander is also involved in managing investment-related businesses, including ownership interests in TRI-OAK Financial, LLC and Phil Alexander, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to deliver tailored recommendations. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning.

Bradley Graham is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding a Series 66 designation and 29 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he serves as an advisory member of the Grace Polaris Church Gift Annuity Committee, assisting with investment terminology. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research and planning tools. The firm offers tailored recommendations delivered through discrete planning engagements, alongside integrated financial products and services.

Lori Tose is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities Inc. and Wells Fargo Clearing Services LLC. In addition to her advisory role, she is a notary public in the state of Ohio. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using its proprietary research and tools, with clients able to implement recommendations through brokerage or advisory programs as they choose.

Shad Patterson is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. He also has ownership interests in investment-related private wealth and real estate management companies. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning options. Advisors use firm research and tools to deliver tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.