Managing Partner - Senior Financial Advisor, Brendan L. Foley has over 30 years industry experience as a Financial Advisor. Brendan is a 1992 Bowling Green State University graduate with an BS in Business Administration. Brendan holds FINRA Series 7, 8, 24, 63, 65 securities registrations and a National Insurance Producer License. Since 2015 Brendan has served as a member of the BGSU College of Business Finance Advisory Board. The Finance Advisory Board is comprised of successful alumni selected to advise the Dean, Department of Finance Chair and Faculty on strategic planning, curricula, student mentorship, co-ops, job placement, career development, faculty engagement with industry, and alumni affairs. Brendan earned four professional designations from the College for Financial Planning as an Accredited Asset Management Specialist (AAMS ®), Chartered Retirement Plans Specialist (CRPS ®), Accredited Wealth Management Advisor (AWMA ®), and Accredited Domestic Partnership Advisor (ADPA ®). In 2009 with 17 years of industry experience, Brendan along with his brother and business partner Chris established the Wells Fargo Advisors Financial Network branch office in Cranbury, NJ.

Christopher L. Foley, Managing Partner - Senior Financial Advisor, has spent over 30 years in the financial services industry helping clients meet their goals. Graduating from Bowling Green State University with a BA in 1988, Chris holds FINRA Series 7, 63, 65 securities registrations and a National Insurance Producer License. Chris earned two professional designations from the College for Financial Planning as an Accredited Asset Management Specialist (AAMS®) and Chartered Retirement Plans Specialist (CRPS®). Chris spent the first 17 years of his financial services career at Citigroup Smith Barney (1992-2009) as a Second Vice President - Financial Advisor. In 2009, Chris along with his brother and business partner Brendan established the Wells Fargo Advisors Financial Network branch office in Cranbury, NJ.