Lake Ozark, MO Office

Jacob Sullivan is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2011. Outside of his advisory work, Sullivan co-founded the Jeff Sullivan Memorial Foundation and serves on the finance committee for Citizens Against Domestic Violence. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients meeting certain net-worth criteria. The firm combines research, planning tools, and discretionary client engagement options with multiple affiliated financial product offerings.

Ashley Black is a financial advisor with Wells Fargo Advisors in Lake Ozark, MO, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing for six years and at Henkel for two years. Outside of her advisory role, she owns and operates a photography business, One Red Photography LLC. 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 and integrates advisory offerings with other financial products and referral channels.

Jesse Dale is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2024. Outside of his advisory role, he holds ownership interests in two investment-related businesses, WESTFARTHING LLC and Dale Hollow Fruit Farms LLC. 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 planning menu and integrates advisory services with other financial products, enabling tailored recommendations supported by Wells Fargo’s research and planning tools.

Patrick Rowland is a CFP® professional with 20 years of industry experience, currently advising at Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Outside of his advisory work, he co-owns agricultural operations and a small business producing honey and bourbon, and serves as a golf coach for a local school. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by Wells Fargo research and tools. The firm integrates advisory services with other financial products and referral channels.