Dublin, OH 655 Metro Place South Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

16

Of 4,147 advisors across 1,134 offices

Location

655 Metro Place South Suite 720, [Satellite]

Dublin OH 43017

Advisors at this office

16

Advisors at this office

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Christopher M

Series 66

Dublin, OH

Wells Fargo Advisors

Christopher Mcalpine is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he is involved in youth soccer programs in Centerville, Ohio, serving as an assistant coach for the boys' team and treasurer for the girls' team. 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 investment and financial planning services, incorporating Wells Fargo research and tools to develop tailored recommendations across various specialized planning areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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David S

Series 63, Series 65

Dublin, OH

Wells Fargo Advisors

David Slates is a financial advisor with Wells Fargo Advisors in Dublin, Ohio, holding Series 63 and Series 65 credentials and has 29 years of industry experience. His career with Wells Fargo spans multiple affiliated entities since 2009. Outside of his advisory work, he is involved in several investment-related business activities, including ownership roles in LLCs that focus on investment opportunities and serving as a trustee for family investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Tori G

Series 63, Series 66

Dublin, OH

Wells Fargo Advisors

Tori Gable is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and over 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at LPL Financial, LLC for 11 years. Outside of her advisory role, she maintains involvement with a dental practice and serves as a notary. 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 including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert T

Series 63, Series 65

Dublin, OH

Wells Fargo Advisors

Robert Turner II is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at PNC Investments for six years before joining Wells Fargo Advisors in 2019. He is also involved in life, long-term care, and disability insurance sales and marketing through an affiliation with Crump Life Insurance. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm utilizes Wells Fargo research and planning tools to develop tailored recommendations, with planning services available through discrete engagements and optional implementation.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jacob D

Series 66

Dublin, OH

Wells Fargo Advisors

Jacob Drees is a financial advisor at Wells Fargo Advisors with a Series 66 designation and began his advisory career in 2025. Prior to joining Wells Fargo Advisors, he held positions at ODW Logistics. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds. The firm offers specialized planning options and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Douglas D

Series 66

Dublin, OH

Wells Fargo Advisors

Douglas Dailey is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities LLC and JPMorgan Chase Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering 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 various financial product sales and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Timothy R

CFP®, Series 66

Dublin, OH

Wells Fargo Advisors

Timothy Roberts is a CFP® with 22 years of experience in the financial services industry, currently serving as a financial advisor at Wells Fargo Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Roberts is a part-owner of Slates Wealth Management, LLC, and serves as treasurer for the Ern-4 Property Owners Association. 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 using Wells Fargo’s research and tools, with clients able to implement recommendations through various brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Timothy M

Series 63, Series 65

Dublin, OH

Wells Fargo Advisors

Timothy Mardas is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. 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 range of planning services supported by proprietary research and tools, allowing clients to tailor implementation through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Chris B

Series 63, Series 66

Dublin, OH

Wells Fargo Advisors

Chris Bardos is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 designations and has 39 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009 and has been involved with Ascend Advisory Group, LLC since 2001. Bardos is also a majority owner of Bardos Gibson & Reilly LLC and Bardos Financial LLC, entities related to his financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet net-worth thresholds and integrates advisory services with various financial product offerings and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jacob M

Series 66

Dublin, OH

Wells Fargo Advisors

Jacob Miller is a financial advisor at Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation with 14 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his advisory role, he serves as a trustee for the Slates Wealth Management LLC 401(k) plans. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu including retirement, education, risk, wealth-transfer, and specialized planning areas, using proprietary research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Kenneth N

CFP®, Series 66

Dublin, OH

Wells Fargo Advisors

Kenneth Nesselroad is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding CFP® and Series 66 designations and bringing 23 years of industry experience. He previously worked at J.P. Morgan Securities for six years before joining Wells Fargo Advisors in 2018. Outside of his advisory role, he owns and operates an investment-related business, Nesselroad & Associates, and manages another related entity focused on commercial property. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing comprehensive investment and financial planning services. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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John M

Series 63, Series 65

Dublin, OH

Wells Fargo Advisors

John Mcalpine is a financial advisor with Wells Fargo Advisors in Dublin, Ohio. He holds Series 63 and Series 65 designations and has 50 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current position. 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 utilizes proprietary research, planning tools, and simulation models to deliver tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Sara S

Series 63, Series 65

Dublin, OH

Wells Fargo Advisors

Sara Stephan is a financial advisor at Wells Fargo Advisors with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities and Citizens Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop personalized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Allen C

Series 63, Series 65

Dublin, OH

Wells Fargo Advisors

Allen Crock is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Private Bank, National Association. He is a member of the finance committee at St. Brendan the Navigator in Hillard, OH. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services through a broad offering that includes retirement, education, risk, and wealth-transfer planning, among other specialized services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing implementation options.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Jeremy W

Series 66

Dublin, OH

Wells Fargo Advisors

Jeremy Wakeland is a financial advisor at Wells Fargo Advisors in Dublin, Ohio, holding a Series 66 designation with 12 years of experience at the firm. He has been with Wells Fargo Advisors since 2014. 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 institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
View complete list of advisors at this office
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