Toledo, OH Crossleigh Court Office

Spencer Stone Jr. is a financial advisor with Wells Fargo Advisors in Toledo, OH, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at UBS Financial Services Inc. for ten years. Stone serves as an active trustee for the Boys and Girls Club of Toledo and is one of 14 trustees at the Toledo Community Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, among other specialized services. Advisors use firm research and tools to develop tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.

Reese Boehme is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at MassMutual Life Insurance Co and MML Investors Services, LLC. Reese has also worked in education and health and nutrition sectors and has been involved with community organizations such as Inverness Club. 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 and investment services, utilizing proprietary research and planning tools to develop tailored client recommendations.

Alicia Monday is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at UBS Financial Services, Eagle Strategies, Ebf LLC, New York Life Insurance Company, NYLIFE Securities LLC, and Citizens Bank. Outside of her advisory role, she serves on the finance council at Regina Coeli Church, participates as Booster President supporting local sports activities, and advises the Advancement Committee at Notre Dame Academy. Wells Fargo Advisors Financial Network is a 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, including specialized areas such as business-owner transition and special-needs analysis, and integrates advisory services with other financial product offerings.

Michael Mccullough is a financial advisor with Wells Fargo Advisors in Toledo, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at UBS Financial Services for eight years and Morgan Stanley Private Bank for three years. He serves on the board of the Ottawa Hills Foundation, a charitable organization focused on education. Wells Fargo Advisors Financial Network is a 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 using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

Jason Tyo is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He previously worked for UBS Financial Services for 10 years before joining Wells Fargo Advisors in 2026. He holds Series 63 and Series 65 licenses. 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 institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Kristie Howe is a CFP®-certified financial advisor with 27 years of industry experience. She has worked at Wells Fargo Advisors since 2026 and previously spent 15 years with UBS Financial Services INC. Outside of her advisory role, she occasionally assists with bill payments for a family-owned home renovation business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services that include specialized areas such as business-owner transition and special-needs analysis.