Danny Shum is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he manages day-to-day operations of B and D Partners and owns Danny Shum, Inc., both investment-related businesses. 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 through a network of financial advisors. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Vincent Batteria is a financial advisor with Wells Fargo Advisors in Bohemia, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 to clients meeting a net-worth threshold, using Wells Fargo research and tools to develop customized recommendations.

Michael Mooney is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wachovia Securities Financial Network since 2009. Mooney has a one-third ownership stake in Premier Wealth Management LLC. 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 range of planning services and integrates advisory services with other financial products and referral channels.

Ryan Kessler is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within the Wells Fargo organization since 2016. 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 retirement, education, risk, and wealth-transfer planning, and incorporates proprietary research and planning tools to develop tailored recommendations.

William Lai III is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo in various capacities since 2009. Lai also has a minority ownership stake in Premier Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm combines advisory services with other financial products and referral channels.

James Kessler is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns a rental property in Hilton Head, South Carolina. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business transitions and special-needs analysis. The firm provides tailored recommendations supported by proprietary research and tools, with services offered on a discrete engagement basis.

Daniel Burns is a financial advisor with Wells Fargo Advisors in Bohemia, NY, holding a Series 63 designation and 17 years of industry experience. His prior roles include six years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. Outside of his advisory duties, he owns and operates The Bespoke Advantage Corp, a separate investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing 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 special-needs analysis, with tailored recommendations developed using proprietary research and planning tools.

David Boliver is a CFP® professional with 43 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He holds Series 63 and Series 65 licenses and has ownership interests in Premier Wealth Management LLC and a massage spa business in Florida. 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 through a broad planning menu tailored to clients meeting a net-worth threshold.

Brandon Abbe is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he co-owns Melville Wealth Management LLC with his spouse and owns D&B Insurance Brokerage Inc. 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 services and integrates advisory solutions with other financial products and referral channels.