Steven Hefter is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as president and treasurer of the Steve Hefter & Janice Hefter Family Foundation, where he spends time reviewing and identifying charitable giving opportunities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Benjamin Leess is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley Private Bank and Morgan Stanley Smith Barney Inc. He also owns The Lexington Group Wealth Management, a financial practice based in New York. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of financial planning and investment services, using proprietary research and tools to develop tailored recommendations.

Ira Bauman is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He previously worked for Raymond James & Associates for ten years. Bauman serves as a trustee for the investment-related entity Fran Bauman. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options that include specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written client summaries.

Shalom Azar is a financial advisor with Wells Fargo Advisors in Fort Lee, NJ. He holds a Series 66 designation and has six years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2021 to 2025, and at Bank of America and Merrill from 2019 to 2021. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering customized recommendations supported by Wells Fargo research and planning tools. The firm serves clients who meet certain net-worth thresholds with a broad menu of planning services, including specialized areas such as business-owner transition and special-needs analysis.

Noah Doyle is a financial advisor with Wells Fargo Advisors in New York, NY, holding a Series 66 designation and 19 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Janney Montgomery Scott and Merrill Lynch/Bank of America. He serves as Secretary of the Board for the North Fork TV Festival, a nonprofit dedicated to episodic scripted television. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, using proprietary research and planning tools to develop tailored recommendations across a broad range of financial needs.

Diana Squires is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at UBS Financial Services, J.P. Morgan Securities, and JPMorgan Chase Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and tools to develop tailored recommendations.

Richard Kass is a CFP®-designated financial advisor with 40 years of industry experience. He is currently with Wells Fargo Advisors and has previously worked at Commonwealth Financial Network and Total Asset Planning, where he remains involved. Kass serves as a trustee and co-trustee for family-related trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and tools to develop customized recommendations.

Solomon Tobal is a financial advisor at Wells Fargo Advisors with two years of industry experience. He previously worked at Morgan Stanley and VCP Financial LLC. Outside of his advisory roles, he has teaching experience at the College of Staten Island. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, using proprietary research and planning tools to develop personalized recommendations.

Gail Lindstrom is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Merrill from 2016 to 2024 before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Samuel Erlich is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has previous experience at Janney Montgomery Scott, UBS, Northwestern Mutual, and a background that includes roles at the University of Michigan and H.B. Thompson Middle School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Robert O'herlihy is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors since 2016, following seven years at Oppenheimer. O'herlihy is the owner of Blue Horseshoe Holdings and serves as a trustee for Blue Horseshoe Holdings 401K. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and sports & entertainment planning, using Wells Fargo research and tools to develop tailored client recommendations.

Paul Marrero is a financial advisor with Wells Fargo Advisors in Hackensack, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Advisors since 2016 and owns Palisades Wealth Management, an investment-related business based in West Nyack, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with implementation options available through its brokerage or advisory programs.

Samuel Chapin is a financial advisor at Wells Fargo Advisors based in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Oberlin College Library from 2016 to 2019. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels.

Michael Ernst is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Bank, N.A. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, and uses proprietary research and tools to develop tailored recommendations.

Geoffrey Zawatski is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has worked at notable firms including J.P. Morgan Securities, Bank of America, Merrill, and BlackRock. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dennis Devane is a financial advisor with Wells Fargo Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Devane owns and operates DD Total Wealth Management, LLC, an independent financial practice based in Wilton, CT. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing comprehensive investment and fee-based financial planning services, using proprietary research and tools to develop tailored recommendations across a variety of planning areas.

Kelly Ann Lazare is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2012. In addition to her advisory role, she serves as a senior accountant at The Joachim Group, a CPA firm in Roanoke, VA. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs analysis. Advisors develop customized recommendations using Wells Fargo’s research and tools, with clients able to choose implementation through brokerage or advisory programs.

Steven Kavall is a financial advisor with Wells Fargo Advisors in Manhattan, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2010. Outside of his advisory role, he provides limited support to Bay Group Advisors, a non-investment related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, tailored recommendations, and integrates advisory services with other financial products and referral channels.

Michael Tepperman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Tepperman holds Series 63 and Series 66 credentials. Outside of his advisory role, he serves as treasurer for two motorcycle riding clubs and is involved in managing financial activities for these organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, supported by proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Kevin Benoit is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Benoit also owns and operates Kevin Benoit LLC, an investment-related business based in Hackensack, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning such as business-owner transition and sports & entertainment planning, utilizing proprietary research and tools to develop tailored client recommendations.