Elijah Rojas is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at General Dynamics and Loyola Marymount University. In addition to his advisory role, he works as an independent contractor specializing in security training. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and niche areas such as business-owner transition and special-needs planning.

Steven Bonavita is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, PNC Wealth Management, Navy Federal Asset Management, Truist Investment Services, Merrill, and Morgan Stanley. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services through a network of advisors. The firm offers a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis, and integrates advisory services with other financial product offerings.

Donald Dearie is a financial advisor with Wells Fargo Advisors based in Bethesda, MD, holding CFP® and Series 66 designations and bringing 15 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. He is also the owner of 3RD KNIGHT, LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Barbara Paige is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining Wells Fargo Advisors in 2024, she worked at Ameriprise and Ameriprise Financial Services from 2013 to 2024. Paige is also the owner of Segora Consulting LLC, a financial advisory practice. 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 cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations.

Dean Dagnoli is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He previously worked at UBS Financial Services for 15 years. Dean serves as the President and a member of the Board of Directors for the East Longmeadow Education Endowment Fund, which raises money for East Longmeadow Public Schools. Wells Fargo Advisors is a large broker‑dealer and registered investment adviser that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

Stephen Barto is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, he is the treasurer of the Bloomfield Lahser High School 50th Reunion Committee. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering a broad range of planning areas including retirement, education, and niche services such as business-owner transition and special-needs planning.

Joseph Hanney is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior work includes eight years at Wells Fargo Clearing and a year at Quick & Reilly, Inc. He is also involved with HANNEY GP, LLC, a private entity engaged in investment-related activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized offerings such as business-owner transition and sports and entertainment planning. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, delivering planning engagements that are generally discrete and customized to client needs.

Marie Joy Lomibao is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Wells Fargo Advisors in 2016. Outside of her advisory role, she is fully involved in 72JOYS LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with various financial product sales and referral channels.

Daniel Treanor is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing for nine years. Treanor owns and operates Daniel J. Treanor Wealth Management, Inc., a financial-related business based in Andover, MA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, and niche areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Paul Carlson is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2016, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include specialized services such as business-owner transition and special-needs analysis. Advisors use firm research and planning tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Susan Tooker is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Wells Fargo Advisors since 2024 and previously worked at Wells Fargo Clearing from 2016 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Craig Martin is a CFP® professional with 15 years of industry experience, currently advising clients at Wells Fargo Advisors since 2024. His prior experience includes roles at KAWG&F Financial Planning Group LLC, Harbor Investment Advisory, LLC, and Morgan Stanley. Outside of his advisory work, Martin serves as a trustee for a practice 401(k) plan in Bethesda, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

John Benjamin is a CFP®-certified financial advisor with 11 years of industry experience. He has worked at Wells Fargo Advisors since 2017 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as the head coach for boys ice hockey at St. Johns College High School and works as a part-time teaching assistant there. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions using research-based tools and tailored client recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning.

Kyle Hublitz is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2023. Outside of his advisory role, he has majority ownership in HUBLITZ GP, LLC, a company formed to sell a minority stake to 72 Growth Partners. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers comprehensive financial planning services tailored to net-worth qualified clients, covering a range of areas including retirement, education, business-owner transition, and special-needs planning.

Max Freelander II is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has previously worked at Wells Fargo Clearing, RBC Capital Markets, and Ferris, Baker Watts, LLC. Freelander is also involved in investment-related activities through his ownership of PROSPER LLC and FREELANDER GP, LLC. 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 and uses Wells Fargo research and tools to develop tailored recommendations delivered through advisor meetings and written summaries.

Mohamed Shoukr is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis. The firm provides tailored recommendations using proprietary research and planning tools, with clients choosing how to implement advice through various brokerage or advisory programs.

John Rankin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has previously worked at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, Fisher Investments, and AXA Advisors. Prior to his advisory career, he spent 13 years in a family business specializing in fencing, decking, and home services. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by Wells Fargo research and planning tools.

James Washington II is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and 16 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2013 to 2019 before joining Wells Fargo Advisors in 2019. 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, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations.

Mason Rush is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at The Gate One Group, The Home Depot, and the Georgia State Financing and Investment Commission. Mason also operated a lawn services business for three years. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing research and planning tools to develop tailored recommendations for clients.

Connor Carpenter is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at Eagle Bank and the Gossett Student Athlete Center. Outside of finance, he was involved with Sellos Italian Oven & Grill for two years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports & entertainment planning, utilizing proprietary research and tools to develop tailored recommendations.