Naples, FL Tam Office

Patrick Lampe is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Alvarez and Marsal, and Northwestern Mutual Investment Management. He also worked at McKendree University and Ace Hardware. Wells Fargo Advisors Financial Network 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 a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and client summaries.

Anthony Gottschalk is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley Private Bank. He has ownership interests in family office and wealth management related entities in Fort Myers, FL. 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 cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products through a large network of financial advisors.

Justin Mclaughlin is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he serves as co-trustee for an investment-related trust and co-owns a business focused on home building. 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 that include niche areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Kevin Wolf is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. He has ownership interests in two wealth management firms based in Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to create tailored recommendations, with clients having discretion over implementation through various brokerage and advisory programs.

Michael Mcpeek is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Community Capital Management. Mcpeek is also affiliated with Catapult. 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 using Wells Fargo’s research and tools, with clients able to choose implementation through various brokerage or advisory programs.

Alex Mccain is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2023, following six years at Wells Fargo Clearing. Prior to that, he spent time at Connor and Gaskins Unlimited and Gartner Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, and special-needs analysis, utilizing proprietary research and planning tools.

Riley Smith is a financial advisor at Wells Fargo Advisors with Series 66 credentials and has been in the industry since 2023. Prior to his advisory role, he has 19 years of experience in primary, secondary, collegiate, and graduate education. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and niche planning needs. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering clients flexible implementation options through various brokerage and advisory programs.

Mark Pittman is a CFP® professional with 42 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2023 and previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services for clients meeting a net-worth threshold, including specialized areas such as business-owner transition and sports & entertainment planning.

Patrick Lampe is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2011. Outside his primary role, he has ownership interests in Jones and Wilson Financial, LLC and Lampe Family Holdings, LLC, and serves as a trustee for the 401(k) plan of Jones and Wilson Financial. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and combines advisory services with various financial products and referral channels.

Scott Metzger is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within various Wells Fargo entities since 2009. Metzger also has ownership interests in two investment-related firms based in Fort Myers, Florida. 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 specific net-worth criteria. The firm provides comprehensive planning across various specialized areas, utilizing proprietary research and planning tools to develop customized recommendations.

Karen Szczepkowski is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 66 designations and 33 years of industry experience. She has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she is also a demonstrator for Stampin' Up!, providing home workshop product demonstrations related to rubber stamps. 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 integrates advisory services with other financial products and referral channels.

Brian Wolf is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and 11 years of industry experience. He has worked with various Wells Fargo entities since 2011. He also has ownership interests in two investment-related firms based in Fort Myers, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, offering both brokerage and advisory program options.

Robert Roe is a financial advisor at Wells Fargo Advisors with a Series 66 credential and three years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at BMO Harris for five years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Spencer Gauta is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Northwestern Mutual Wealth Management Company and related entities from 2022 to 2024. Outside of his advisory role, he owns AI Secretary LLC, a company focused on developing real-time note-taking software for audio and video calls. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of needs including retirement, education, risk, and wealth-transfer planning. The firm employs Wells Fargo research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement them through various brokerage or advisory programs.

Jared Smith is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and one year of industry experience. Prior to his current role beginning in 2023, he worked at Carnegie Mellon University from 2019 to 2023 and taught at the junior high and high school levels from 2013 to 2019. He is also involved with Clarity Wealth Insurance Solutions LLC as a wealth advisor. 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 using proprietary research and tools, covering areas from retirement and education planning to niche services like business-owner transition and special-needs analysis.