Introduction
Jane Sholder is a seasoned and experienced senior financial advisor and has been with Wells Fargo Advisors and predecessor banks since 1988. With well over 30 years of experience within the financial industry, Jane is adept at providing clients with focused guidance and tailored investment advice to help them achieve their goals as well as prepare for and navigate retirement.

Experience
Jane’s financial career began in 1988 on the bank branch side as a management trainee, quickly transitioning to a role as branch manager. While acting as a branch manager, Jane not only learned valuable management skills, but also discovered a passion for the advisory aspect of the business which would allow her to better provide clients with the ability to achieve their financial goals. In 2000, Jane decided to pursue this interest on the investment side of the business, focusing on client investment education as well as customer service. Acting as a liaison with vital banking knowledge, Jane was able to provide well-rounded service to clients. In 2012, Jane participated in Wells Fargo Advisor’s FA training program, becoming a junior financial advisor. After several more years of client-focused professional experience, Jane would achieve senior financial advisor status.
Most recently in 2026, Jane was recognized as a Wells Fargo Platinum Council Advisor. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
Jane holds a Bachelors of the Arts degree in Economics from Harvard University and holds her FINRA series 6, 7, 63, and 65 securities registrations.
Beyond her technical expertise, Jane’s approach is characterized by her unwavering dedication to building meaningful, long-lasting relationships. She takes great pride in always advocating for the best interests of her clients and continually strives to expand her knowledge.

Away From the Office
When not in the office, Jane enjoys spending time with her family – Marc, her husband of 30 years, Emily and Meredith, her two adult daughters, as well as dogs Winnie, Lizzie, and Hershey and cat Cheesy. Jane’s favorite vacation spot is Walt Disney World with the family. Jane’s favorite sport – field hockey. After playing the sport for Harvard University, herself, Jane loves traveling far and wide to watch Meredith play field hockey. Meredith is currently a member of the USA women’s national team and achieved Olympian status competing in the 2024 Paris Olympics.

CA Insurance License Number: 0I08359. Resident State PA

Introduction
Joseph Sanchez is an accomplished professional with over ten years of invaluable experience in the financial services industry. As a Registered Client Associate with Wells Fargo Advisors, Joe has demonstrated his commitment to excellence and proficiency in his field. He utilizes both hands-on expertise and acquired knowledge to deliver exceptional service to clients.

Experience
Joe began his Wells Fargo Advisors career in the financial industry in 2014 as a Registered Client Associate. He holds a bachelor’s degree in Political Science from Grove City College in western PA. Throughout his career, Joe has been an indispensable asset to financial advisor Jane Sholder and her clientele. His role encompasses a wide range of responsibilities, including trading execution, operational support, and client communications. Joe holds the FINRA Series 7, and 63 securities registrations as well as his insurance license. Joe’s dedication to precision and his attention to detail ensure that every aspect of his work is executed with the utmost accuracy and professionalism. His commitment to delivering the highest level of service to clients, coupled with his comprehensive experience, makes him an essential member of the team.

Away from the Office
In his free time Joe enjoys spending time with his family (Including his infant niece Josephine, and cat Baxter), traveling, visiting museums and historical sites, reading science fiction, and keeping up with the newest films and video games. Joe currently resides in the antique capital of the USA, Adamstown, PA.

CA Insurance License Number: 0L49924. Resident State PA