Kenneth Nemery is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Morgan Stanley and Wells Fargo Clearing. He serves as a board member and finance committee member for the Stonebridge Country Club Property Owners Association in Boca Raton, FL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that include retirement, education, and specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with various financial products and referral channels.

Christopher Duffey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. His career includes prior roles at UBS Financial Services and Citigroup Global Markets. He serves as a board member of the New Floresta Nome Owners Association in Boca Raton, FL. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that cater to clients who meet a net-worth threshold. The firm combines advisory services with other financial product offerings through a large network of financial advisors.

Richard Lerner is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked for David Lerner Associates, Inc. for 18 years. He also has ownership in West Boynton Wealth Management, a financial-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services. The firm offers a broad range of planning services using proprietary research and tools, with optional implementation through its brokerage and advisory platforms.

Jonathan Green is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Advisors since 2022, following roles at Wells Fargo Clearing, Capital One, and RCS Florida. He is the owner of Jonathan Green Capital LLC, an investment-related firm based in Boca Raton. Wells Fargo Advisors serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis. The firm uses Wells Fargo research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Jeffrey Kassower is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He also owns and operates Jeffrey Kassower, LLC, an investment-related business based in Boynton Beach, FL. 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 services, including specialized planning for business owners, sports and entertainment, special needs, and divorce, using proprietary research and tools to deliver tailored recommendations.

Robert Schramm is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as a power of attorney and trustee for family trusts and owns Rasco Capital Management, LLC. 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 offerings with other financial products and referral channels.

Eireni Girgis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 10 years of industry experience. Her prior roles include positions at UBS Financial Services, Citigroup, Santander Securities, and Santander Bank. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools across various specialized planning areas, providing clients with options to implement advice through multiple channels.

Roy Mccullough is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Bank, and PNC Investments and 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, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce.

Bryan Drowos is a CFP® professional with 25 years of industry experience, currently advising at Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is also the owner of Drowos Private Wealth LLC, an investment-related business based in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves 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.

Peter Goodridge is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Goodridge is also the owner of Goodridge Capital Advisors, LLC, an investment management firm. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs. The firm combines advisory services with various financial products and referral channels to deliver tailored client solutions.

John Faber is a financial advisor at Wells Fargo Advisors with 50 years of industry experience. His career includes roles at Wells Fargo Clearing and Morgan Stanley entities dating back to 1991. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad menu of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers specialized planning in areas such as retirement, education, risk management, and business-owner transition planning, utilizing proprietary research and tools to develop client recommendations.

Michael Schwarzberg is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and over 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is also the owner of EMES Wealth Management LLC and holds a partial ownership in EMTEE Inspections, LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services that cover a broad range of needs, including retirement, education, and specialized planning for business owners and other niche areas. The firm combines research, planning tools, and advisory offerings with other financial products to deliver personalized recommendations.

Stephen Jurist is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he owns Oceans and Mountains, LLC, an investment-related business based in Boca Raton, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, supporting clients through diverse services such as retirement, education, and business-owner transition planning.

Jeffrey Green is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked with Wells Fargo Advisors since 2016 and previously spent time at Morgan Stanley. Outside of his advisory work, he owns JG Wealth Management LLC, a separate wealth management practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services tailored to clients who meet certain net-worth criteria, using proprietary research and planning tools to develop recommendations that clients may implement through various brokerage or advisory programs.

Zina Barsoom is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Outside of finance, she has a minority ownership interest in a Lebanese restaurant in Bethesda, Maryland. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Susie Goldberg is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors. Outside of her advisory role, she co-owns Fresh Girls LLC, a business specializing in toxin-free skincare products, and assists with budget tracking for events at the Sisterhood of Temple Beth El. 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, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Adam Greenbaum is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various roles since 2016. Outside of his advisory work, he serves as the chair of the Food & Beverage committee for the Boca Grove Homeowners Association. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of areas, including retirement, risk, and wealth-transfer planning. The firm offers tailored recommendations using proprietary research and planning tools, with clients choosing how to implement them through various brokerage or advisory programs.