Kolter & Yocum Financial Group of Wells Fargo Advisors

Named one of 2024-2025 Forbes Best-in-State Wealth Management Teams⁶

David Kolter- Managing Director- Investments 

Named one of 2024-2025 Forbes Best-In-State Wealth Advisors¹
Named one of 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State²
Named one of 2023 Forbes Top Next-Gen Wealth Advisors³
2025- Wells Fargo Advisors Platinum Council Emerald⁴
2024- Wells Fargo Advisors Platinum Council Sapphire⁴
2023- Wells Fargo Advisors Platinum Council Emerald⁴
2022- Wells Fargo Advisors Platinum Council President’s Council⁴
2021- Wells Fargo Advisors Platinum Council Director’s Council⁴

Zachary Yocum- Senior Vice President- Investment Officer 

Named one of AdvisorHub 2025 Advisors to Watch 100 Next Gen⁵
Named one of 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State<sup>7


1</sup> 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com).  2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23.  View Additional Disclosures

² 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).  View Additional Disclosures

³ 2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).  View Additional Disclosures

⁴ The 2025 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.  Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Next 125, Emerald – Next 350, Sapphire – Next 500, Pearl – Next 500.  The 2024 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.   Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Next 125, Emerald – Next 300, Sapphire – Next 500, Pearl – Next 500.  The 2021-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.  Platinum Council levels are based on the previous calendar year’s gross revenue and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, Sapphire – Next 8%, Pearl – Best Practice Adopters with a minimum production $750k.

⁵ 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub).  View Additional Disclosures

⁶ 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).  2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23.  11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. View Additional Disclosures

⁷2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View Additional Disclosures