Mark Jutkowitz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing Services LLC for eight years and Commonwealth Financial Network for two years. Outside of his advisory role, he coaches youth lacrosse in the Bethesda and Kensington, MD areas. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by proprietary research and tools, serving clients who meet a net-worth threshold with tailored recommendations delivered through meetings and written summaries.

Jon Lindenberg is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is involved in investment-related activities, including ownership of LLCs and rental properties. 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 and investment recommendations supported by Wells Fargo research and planning tools.

Moshe Burstin is a CFP®-credentialed financial advisor at Wells Fargo Advisors with 24 years of industry experience. He previously worked within various Wells Fargo entities from 2009 to 2026 before joining Wells Fargo Advisors in 2026. Outside of his advisory role, he assists his mother with her financial affairs through a power of attorney arrangement. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm utilizes proprietary research and planning tools to develop customized recommendations while integrating advisory services with various financial products and referral channels.

Richard Leishman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

Christopher Venit is a CFP® with 19 years of industry experience, currently advising at Wells Fargo Advisors since 2026. He held prior roles at Wells Fargo Clearing from 2016 to 2026 and at Wells Fargo Advisors LLC from 2009 to 2016. His other business activities include co-owning a rental property in Lakewood, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services and integrates advisory recommendations with various financial products and referral channels.

Vincent Parrett is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for seven years before joining Wells Fargo in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a comprehensive range of financial planning services, including specialty areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored recommendations.

Anne Benson is a financial advisor at Wells Fargo Advisors with a Series 66 designation and three years of industry experience. Her prior work history includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Northwestern Mutual Investment Services, Merrill Lynch Wealth Management, and a position with the United States Senate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Julian Igbaroola is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing, GrillMarx, and Olney Station. 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 for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and tools to develop tailored client recommendations.