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Samuel Chapin is a financial advisor at Wells Fargo Advisors based in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Oberlin College Library from 2016 to 2019. 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 services including retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels.

Michael Ernst is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Bank, N.A. 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 covering areas such as retirement, education, risk, and wealth-transfer planning, and uses proprietary research and tools to develop tailored recommendations.

Vincent Desimone is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He has ownership interests in AKD Wealth Partners, LLC, and Three M V, LLC, both investment-related firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Kelly Ann Lazare is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2012. In addition to her advisory role, she serves as a senior accountant at The Joachim Group, a CPA firm in Roanoke, VA. Wells Fargo Advisors Financial Network provides investment and 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 analysis. Advisors develop customized recommendations using Wells Fargo’s research and tools, with clients able to choose implementation through brokerage or advisory programs.

Andrew Bennett is a Series 66-licensed financial advisor with six years of industry experience, currently with Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and Sojitz Corporation of America. Bennett also owns a wealth management practice in New York. 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 and develops tailored recommendations using proprietary research and tools.

Patricia Strathearn is a financial advisor with Wells Fargo Advisors in New York, NY, holding Series 63 and Series 66 designations and 13 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, Merrill, and MML Investors Services. She has been with Wells Fargo Advisors and its affiliated entities since 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.