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Eric Haubert
Owner; Nest Capital Group
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Lisa Katterhenry Howe
Owner; Nest Capital Group
Shannon-Rosic
Shannon Rosic
Director of WealthStack Content and Solutions; Wealth Management

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Level up your practice.
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Wells Fargo Advisors

With a variety of business model options including independence, and comprehensive practice support in the form of an advanced technology platform, a robust wealth management suite, teaming opportunities, succession programs, and more, Wells Fargo Advisors can offer a business structure no matter how your goals and needs evolve.

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