Troy, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$234,452,819,935
ClientsTotal clients
455,837
AdvisorsAdvisors at this office
23
Of 4,145 advisors across 1,137 offices
Location
51 S Stanfield Rd
Troy OH 45373
Advisors at this office
23
Advisors at this office
Michael S
Series 66
Troy, OH
Wells Fargo Advisors
Michael Sejka is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has held various roles within Wells Fargo firms since 2014. Outside of his advisory role, he has ownership interests in investment-related businesses, including Blue Ocean Investment Group LLC and Sejka GP, LLC. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting a net-worth threshold. The firm combines proprietary research and planning tools with integrated advisory and brokerage services.
Mei C
Series 66
Troy, OH
Wells Fargo Advisors
Mei Carmer is a financial advisor with Wells Fargo Advisors in Troy, OH, holding a Series 66 credential and with three years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she held positions at DoorDash and Katterhenry Investment Group of NEST Capital. She also has experience in education and retail sectors, including roles at Miami University and Lowe's. 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, utilizing proprietary research and planning tools to develop tailored recommendations, with optional implementation through various brokerage and advisory programs.
Zoe M
Series 66
Troy, OH
Wells Fargo Advisors
Zoe Mcfadden is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and based in Troy, Ohio. She has been with Wells Fargo Advisors since 2022. Prior to her current role, she has experience at The Ohio State University, Levy Restaurants, Atlas Tavern, and Big Walnut Local School District. 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, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored client recommendations.
Brett M
CFP®, Series 63
Troy, OH
Wells Fargo Advisors
Brett Meiring is a CFP® credentialed financial advisor with four years of industry experience, currently working at Wells Fargo Advisors in Troy, OH. His prior experience includes roles at Fifth Third Bank and Oracle Corporation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and tools to develop tailored recommendations.
Timothy I
Series 63, Series 65
Troy, OH
Wells Fargo Advisors
Timothy Irwin is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He has worked at firms including Nationwide Investment Services Corporation and Meeder Investment Management. Outside of finance, he owns and manages Greenseide Consultants, LLC, a land management and landscape project business based in Columbus, Ohio. 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 institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.
Zachary S
Series 66
Troy, OH
Wells Fargo Advisors
Zachary Saint James is a Series 66 licensed financial advisor with Wells Fargo Advisors, where he has worked since 2020. He has five years of industry experience, including prior roles at ITW Food Equipment, First Financial Bank, and J. Crew. Outside of finance, he has been involved with Zeal Coaching for Life and Career and has operated Loretta's Country Kitchen since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to develop personalized recommendations, integrating advisory services with various financial products and referral channels.
Seth G
Series 66
Troy, OH
Wells Fargo Advisors
Seth Goodall is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Equitable Advisors, LLC and has held various positions outside the financial industry, including roles at GNC Health Stores and Kohl's Department Store. He also has experience working in educational settings at Wright State University and Clinton-Massie High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through optional brokerage or advisory programs.
Darrin H
Series 66
Troy, OH
Wells Fargo Advisors
Darrin Haubert is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Haubert serves on the finance committee of the YMCA of Central Ohio. 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 tailored to clients’ needs, utilizing Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.
Bridget M
Series 63, Series 65
Troy, OH
Wells Fargo Advisors
Bridget Metz is a financial advisor at Wells Fargo Advisors in Troy, Ohio, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at Northwestern Mutual Wealth Management and BMW Financial. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically scoped to client needs and implemented through optional brokerage or advisory programs.
Thomas H
Series 63, Series 65
Troy, OH
Wells Fargo Advisors
Thomas Haggerty is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2014. Outside of his advisory role, he serves as an advisor to a partner in a confectionery business in Mentor, Ohio. 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 institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.
Nicole P
Series 63, Series 65
Troy, OH
Wells Fargo Advisors
Nicole Proxmire is a financial advisor with Wells Fargo Advisors in Troy, Ohio, holding a Series 65 designation. She has one year of industry experience and prior work history that includes roles at Rob Eicher State Farm, CX Institutional, LLC, and freelance photography under Nicole Proxmire - Freelance Photography. 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 institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.
Julia P
Series 66
Troy, OH
Wells Fargo Advisors
Julia Paslawski is a financial advisor with Wells Fargo Advisors based in Troy, OH. She holds a Series 66 designation and joined Wells Fargo Advisors in 2025. Outside of her advisory role, she serves as the head instructor at Lineage Dance Company and works as a server at Arch City Tavern, both located in Columbus, OH. 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 and tailored recommendations supported by firm research and tools.
Brian M
CFP®, Series 63
Troy, OH
Wells Fargo Advisors
Brian Merrick is a CFP® professional at Wells Fargo Advisors with 23 years of industry experience. He previously worked at Stratos Wealth Advisors, Fifth Third Securities, The Retirement Corporation of America, and Ameriprise Financial Services. Merrick has also served as an Investment Advisory Representative for The Retirement Corporation of America. 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 institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using Wells Fargo research and planning tools.
Keith W
Series 66
Troy, OH
Wells Fargo Advisors
Keith Waleskowski is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2019. Prior to his current role, he was employed at Stryker Corporation and Cintas Corporation. Outside of finance, he works as a sports color analyst for Dayton-area radio and television broadcasts of University of Dayton men's basketball games. 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 range of planning options, including retirement, cash-flow, education, and niche services like business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools.
Corey C
CFP®, Series 63, Series 65
Troy, OH
Wells Fargo Advisors
Corey Callahan is a CFP® professional with 18 years of experience, currently serving at Wells Fargo Advisors since 2009. He is based in Troy, Ohio, and holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves on the board of 2940 At The Square, LLC, participating in community improvement decisions for a local homeowners association. 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 institutional clients. The firm offers a broad range of planning services tailored to clients who meet specific net-worth thresholds, utilizing Wells Fargo research and planning tools to develop personalized recommendations.
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