ADVISOR BIO

Benjamin Thomas King is a financial advisor at Wells Fargo Clearing Services, LLC. Benjamin has been in the industry since 2005 and has been registered with Wells Fargo Advisors LLC since 2009. Benjamin also has previous experience at Nuveen Investments, LLC and Wachovia Securities, LLC. Benjamin holds Series 66, Series 7, and SIE licenses and is a Certified Financial Planner. Benjamin has specialized experience in Portfolio Management for Individuals and Businesses, Financial Planning, Pension Consulting, and Selection of Other Advisors.

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ADVISOR BIO

Debra Gardner is a financial advisor with Wells Fargo Clearing Services, LLC. Debra has been in the industry since 2003 and holds Series 6, 7, and 66 licenses, as well as the SIE exam. Debra's experience includes previous roles with J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and RED CAPITAL MARKETS, INC. Debra is registered to provide investment advice in 45 states and provides investment consulting services to institutional clients.

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ADVISOR BIO

Dennis Edward Brun is an active investment advisor representative registered in Ohio and Texas. Dennis has been working in the securities industry for over 28 years and is currently affiliated with Stifel Independent Advisors, LLC. Dennis has passed the Series 7TO, Series 66, and SIE exams. Dennis provides financial planning, pension consulting, and educational seminars to individuals, businesses, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Donna Bostwick is a financial advisor with Wells Fargo Clearing Services, LLC, registered in Ohio and Texas. Donna has been in the financial services industry since August 1, 2017. Donna has a variety of licenses, including Series 7, Series 63, Series 65, and SIE. Donna is a registered representative and investment advisor representative.

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ADVISOR BIO

Jacklyn King is a financial advisor with Wells Fargo Clearing Services, LLC. Jacklyn has been in the financial industry since August 2005 and has a strong track record of providing financial advice to individuals and businesses. Jacklyn is registered with FINRA and holds the Series 7, Series 66, and Series SIE licenses. Jacklyn is also registered as an Investment Advisor Representative in Ohio and Texas. Jacklyn's previous experience includes working at Nuveen Securities, LLC and American Express Financial Advisors Inc. Jacklyn specializes in providing investment advice, financial planning, and portfolio management services. Jacklyn is committed to providing her clients with personalized financial advice that meets their individual needs.

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ADVISOR BIO

James M. Phillips is a financial advisor with over 25 years of experience in the industry. James is registered with Wells Fargo Clearing Services, LLC and holds a number of securities licenses, including Series 7, 9, 10, 31, 63 and 65. James has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC throughout his career. James currently offers services to individuals and businesses and has also provided investment consulting services to institutional clients.

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ADVISOR BIO

Jeffrey Kenneth Garnica is a financial advisor with over 20 years of experience in the industry. Jeffrey has worked with Valmark Advisers, Inc. since 2010. Jeffrey is a licensed investment advisor and has a Series 6, 7, 63, and 65. He is also a registered representative in multiple states. Jeffrey's areas of expertise include financial planning, portfolio management, and pension consulting. Jeffrey is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Jeffrey Mark Hochwalt is a financial professional with over 40 years of experience in the financial services industry. Jeffrey is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed to provide securities and investment advisory services in Colorado, Ohio, and Texas. Jeffrey has a wide range of experience, having previously worked with several other firms, including ING Financial Partners, Inc., Multi-Financial Securities Corporation, MML Investors Services, Inc., G. R. Phelps & Co., Inc., Nathan & Lewis Securities, Inc., The Great-West Life Assurance Company, and The O.N. Equity Sales Company. Jeffrey is a Chartered Financial Consultant.

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ADVISOR BIO

John Paul Woeste is a financial advisor at Stifel Independent Advisors, LLC. John has been in the industry since 2000, and has a broad range of experience. John is registered with the state of Ohio as both a broker and an investment advisor. John holds the Series 7, Series 31, Series 63, and Series 65 licenses. John also has a strong background in financial planning and insurance.

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ADVISOR BIO

Joshua Taylor is a financial advisor with Edward Jones. Joshua has been in the financial services industry since November 2004. Joshua holds Series 63, Series 7, and SIE licenses. Joshua is registered in Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Montana, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Utah, and West Virginia.

SPECIALIZATIONS