Judith Kasen Windsor is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Wells Fargo Advisors since 2022 and previously spent six years at Wells Fargo Clearing. Outside of her advisory role, she serves as a trustee for her spouse. 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 other financial products and referral channels.

Justin Taylor is a CFP® certificant with nine years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has previously worked at UBS Financial Services and Wells Fargo Clearing Services 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, including cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Andrew Wayne is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors. Wayne has ownership interests in multiple investment-related entities, including a private investment venture group based in New York. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a large network of advisors. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Ira Bauman is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James & Associates, Morgan Stanley, and UBS Financial Services. He also serves as a trustee for an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products and referral channels.

Matthew Trundle is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he holds partial ownership in several investment-related LLCs and serves as co-trustee for a family trust. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning solutions and utilizing Wells Fargo research and tools to develop tailored recommendations.

Patrick Morris is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He is also the owner of RIMO ENTERPRISES, LLC, an investment-related business. 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 owners, sports and entertainment professionals, and special-needs cases.

Ryan Jurist is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Guggenheim Securities, LLC for two years and has a background that includes four years at Bucknell University and six years in primary education. 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 deliver customized recommendations across various planning areas, integrating these advisory services with multiple financial product offerings.

Douglas Osher is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked with Wells Fargo Clearing for nine years before joining Wells Fargo Advisors. Osher also owns Essex Wealth Partners LLC, a financial services business based in Verona, NJ. 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 planning menu and uses proprietary research and tools to deliver tailored recommendations, supporting clients with various complex financial needs.

Andrew Dreisiger is a financial advisor at Wells Fargo Advisors in Chatham, NJ, with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Barclays Capital Inc. and Wells Fargo Clearing. Outside of advisory work, he owns and operates MAXPENN, an S corporation focused on financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through brokerage or advisory programs.

Leigh Einhorn is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Einhorn previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors. Additionally, Einhorn is the sole owner of Einhorn Financial Enterprises, LLC, an investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to deliver tailored recommendations.

Robert Green is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He holds Series 63 and Series 65 licenses. 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, using proprietary research and tools to develop tailored recommendations delivered through meetings and written client summaries.

Karen Fernandini is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. 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 tailored planning across various areas including retirement, education, risk management, and business-owner transition, using proprietary research and tools.

Adam Nicot is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and a year at Allspring Funds Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations across various specialized planning areas.

Nykia Wharton is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and three years at Ameriprise. Outside of her advisory role, she is a certified running coach, group fitness instructor, yoga instructor, and a spring track coach for children. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored financial recommendations.

Margaret Hill is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Bank of America, N.A. for nine years before joining Wells Fargo Advisors in 2018. Outside of her advisory role, she serves as power of attorney for her mother. 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 and integrates advisory recommendations with other financial products through a large network of financial advisors.

John O'Malley is a Series 66–licensed financial advisor at Wells Fargo Advisors with 12 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as the power of attorney for his mother. 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 options and integrating advisory services with other financial products and referral channels.

Robert Muhleisen is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Prudential Equity Group, LLC and Wells Fargo Clearing before joining Wells Fargo Advisors. Muhleisen is also involved with RJM Investment Management and Planning LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm serves clients who meet a net-worth threshold with a broad planning menu that includes specialized services such as business-owner transition and special-needs planning.

Rocco Gallo is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2016. Outside of his advisory work, he maintains full ownership of Gallo Family Enterprises LLC, an investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm emphasizes tailored recommendations supported by proprietary research and planning tools, catering primarily to clients who meet specific net-worth criteria.

Gary Wayne is a CFP® with 30 years of industry experience, currently working at Wells Fargo Advisors since 2022. He previously spent six years at Wells Fargo Clearing. Outside of his advisory role, he is involved in several private investment ventures and family enterprises. 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 tailored to clients who meet a net-worth threshold, using proprietary research and tools to deliver tailored recommendations.

Andrew Black is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. 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 tailored to clients who meet net-worth thresholds, utilizing Wells Fargo research and planning tools to develop personalized recommendations.

Christian Cooper is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, Cooper writes children's books through his publishing company, Orange Sunshine Publishing Co. 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, offering a broad range of planning options tailored to clients meeting net-worth thresholds.

David Drogon is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2022, following six years at Wells Fargo Clearing. His prior experience includes roles at Merrill and Edward Jones. He holds full ownership in Drogon Family Enterprises, an investment-related business. 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 supported by proprietary research and planning tools, with options for clients to implement recommendations through various brokerage and advisory programs.

Harrison Bauman is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates for 14 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with banking, lending, trustee services, and affiliated products through a large network of financial advisors.

Michael Madden is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with Wells Fargo Advisors since 2026, following a 10-year tenure at Raymond James & Associates. 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 services including specialized areas like business-owner transition and special-needs planning.

Jason Goldberg is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors since 2025. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 15 years. Goldberg serves as a board member of the Long Branch NJ Arts Council. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options tailored to clients meeting net-worth thresholds. The firm combines advisory services with various financial products and referral channels, supporting discrete planning engagements and optional implementation through its brokerage or advisory programs.

Christine Twillmann is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she worked at Wells Fargo Clearing from 2017 to 2022 and was employed at the New Jersey Spine Center from 2009 to 2017. Outside of her advisory role, she provides personal bookkeeping services for a physician and his spouse. 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 tailored to clients meeting a net-worth threshold and integrates advisory services with banking, lending, and trustee offerings.

Chad Thomas is a CFP® professional with 10 years of industry experience, currently affiliated with Wells Fargo Advisors. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory work, he is involved in managing a rental property jointly owned with his spouse. 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 and integrates advisory services with other financial products and referral channels.

Jason Harris is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Deutsche Bank Securities, HSBC Securities USA, and GLG LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients deciding if and how to implement them.

Monte Edwards is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, Edwards owns and operates ME2 Family LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, supported by Wells Fargo research and tools.