Highland Park, IL Office

Steven Hefter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and Morgan Stanley DW Inc. Outside of his advisory role, he serves as president and treasurer of the Steve Hefter & Janice Hefter Family Foundation, where he spends time reviewing and identifying giving opportunities. 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 tailored to clients meeting certain net-worth criteria.

Karen Finerman is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2019, including prior roles at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory work, she serves as a power of attorney, trustee, and executor for family investment matters. Wells Fargo Advisors 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 tailored recommendations supported by Wells Fargo research and planning tools, serving clients with a variety of planning needs through a network of more than 4,000 advisors.

Heide Murray is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including New England Securities and MSI Financial Services. Outside of her advisory work, she is involved with Voice Automation Inc., a business owned by her spouse, where she performs administrative duties. 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 institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Bradley Cordes is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Advisors since 2019, following three years at Wells Fargo Clearing. In addition to his advisory work, he serves as an executor for an estate and is a notary public in Highland Park, IL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized business-owner transition and divorce planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement them.

Kelly Lombardo is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. In her personal capacity, she holds power of attorney for her spouse. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized business-owner and niche planning. Advisors at the firm use Wells Fargo research and tools to create tailored recommendations delivered through meetings and written summaries, with implementation options available through various brokerage and advisory programs.

Micah Nathan is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2019, following three years at Wells Fargo Clearing. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. 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 tools to support tailored recommendations.

Michele Aspan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Outside of her advisory role, she manages funds for her son's music business through AFTERSCHOOL LLC and serves as a notary public in Highland Park, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet specific net-worth thresholds and integrates advisory services with other financial product offerings.

Charles Margolis is a financial advisor with Wells Fargo Advisors in Highland Park, IL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. He serves as a trustee and executor for various family trusts and estates. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options that include specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels.

Benjamin Leshem is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes previous roles at Morgan Stanley DW Inc. and Wells Fargo Clearing. He serves as a trustee for multiple family trusts and is a member of the endowment committee at North Suburban Synagogue Beth El. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrated advisory and brokerage solutions.

Katherine Strain is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Raymond James & Associates. 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 supported by proprietary research and tools, allowing clients to customize implementation through brokerage or advisory programs.