Christopher Kelly is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing prior to joining Wells Fargo Advisors in 2022. Outside of his advisory role, he serves on the finance committee of The Country Club of Scranton. 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 retirement, education, and business-owner transition planning, and uses Wells Fargo research and tools to develop tailored recommendations.

Mckenzie Moore is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Wells Fargo Advisors in 2025, Moore worked at Charles Schwab and held positions outside the financial sector, including roles at Tommy Hilfiger, UPS, DoorDash, and staffing companies. 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, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

William Lewis is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He previously worked at Merrill and Bank of America, N.A. He serves on the Board of Trustees for Luzerne County Community College. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Joseph Azzara is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2017. His prior experience includes positions at Ameriprise Financial Services and Choreo, LLC. He also owns Azzara Wealth Management, LLC. 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 using proprietary research and tools, with flexible implementation options and integrated financial product offerings.

Joseph Reinemann is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Eon Health, Cadence Consulting Group, and held various roles including at Syracuse University and ACA Compliance Group. 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 supported by Wells Fargo research and tools, with an emphasis on tailored recommendations and optional implementation through multiple channels.

David Grindle Jr. is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked with Wells Fargo Funds Distributor, LLC and Wells Fargo Funds Management, LLC over 15 years before joining Wells Fargo Advisors in 2021. In addition to his advisory role, he owns Grindle Wealth Management, LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, providing a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold.

Shaun Small is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also owns and manages Essential Ally Capital Management, LLC, an investment-related business based in Phoenixville, PA. 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 that include retirement, education, risk, and wealth-transfer strategies. Advisors develop tailored recommendations using Wells Fargo’s research and tools, with clients having flexibility in implementing those recommendations through various brokerage or advisory programs.

Donald Cornagie is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network since 2012. Outside of his advisory role, he serves as an executor for estates and trusts. 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, including cash-flow, retirement, education, and specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Carol Lupo is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Her prior roles include positions at UBS Financial Services and Wells Fargo Clearing. She owns and manages CAL Investment Consultants, LLC, and serves as a trustee for its 401(k) plan. 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 planning menu with tailored recommendations developed using Wells Fargo research and planning tools.

Robert Wert is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked for Wells Fargo Clearing from 2016 to 2025. Outside of advising, he serves on the Finance Council of the Diocese of Allentown and acts as a trustee for a family trust. 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 offerings with other financial products and referral channels.

Lori Piazza Timchack is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and 12 years of industry experience. She previously worked at Merrill Lynch Pierce Fenner & Smith Incorporated for 17 years and held positions at several firms including Raymond James Financial and Jacobi Capital Management. In addition to her advisory role, she is a notary public for the state of Pennsylvania and owns a law-related business in Wilkes-Barre, PA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and fee-based financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations across various planning needs.

Orlando Maldonado is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 designations and over 45 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also involved in managing a living facility for elders in Nevada as part of his non-investment business activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Matthew Adams is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He previously worked at GQR Global Markets for three years before joining Wells Fargo Advisors in 2017. Outside of his advisory role, Adams is a co-owner of Fishtown Connect LLC, a networking group based in Philadelphia. 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 including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. Advisors develop tailored recommendations using firm research and tools, with clients selecting implementation through brokerage or advisory programs as desired.

Meghan Gallagher is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and having one year of industry experience. Her prior experience includes five years at Bank of America and three years at Chase. 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 integrates advisory services with other financial products and referral channels.

Claudia Wert is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and eight years of industry experience. She previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Wert serves as treasurer for Juventutem Lehigh Valley, a community organization in Allentown, PA. 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 institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by Wells Fargo research and planning tools.

Michael Ahrens is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Prior to joining Wells Fargo, he spent over 15 years at Morgan Stanley in various capacities, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also maintains a part-time insurance practice with Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet specific net-worth thresholds.

Gregory Bowden is a Series 66-licensed financial advisor with 24 years of industry experience, currently practicing at Wells Fargo Advisors since 2017. Prior to this, he spent eight years at UBS Financial Services Inc. He is also the owner of Provident Wealth Management, LLC, an independent practice based in Collegeville, PA. 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 financial planning services and investment recommendations supported by Wells Fargo research and tools, with optional implementation through brokerage or advisory programs.

Michael Eastburn is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing from 2016 to 2023. He also owns Eastburn Wealth Management, LLC, a wealth management advisory firm based in Clarks Summit, PA. 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 professionals, and clients with special needs.

Robyn Geiss is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2017. Her prior experience includes roles at Temple University, Urological Associates, P.C., and Strathmann Lumber Company. She is the sole owner of Geiss Wealth Management, LLC, an investment-related business based in Yardley, PA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored financial recommendations, providing clients with a menu of planning services that cover various specialized needs.

Colleen Geiss is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding a Series 66 designation and having 10 years of industry experience. She has been with Wells Fargo Advisors since 2014. Outside of her advisory role, she is a notary public in the state of Pennsylvania. 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 specific net-worth criteria and integrates advisory services with various financial products and referral channels.

Ethan Kohler is a financial advisor at Wells Fargo Advisors with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, United States Liability Insurance, and Lehigh Valley Health Network. 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 using Wells Fargo research and tools, with discrete planning engagements tailored to client needs.

Joseph Digiacomo is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and thirteen years at A. G. Edwards & Sons, Inc. He also serves as an arbitrator on FINRA and American Arbitration Association panels. 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.

Christine Burghart is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Wells Fargo Advisors since 2012 and previously worked at Wells Fargo Clearing. 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 planning and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Marisa Litwinsky is a financial advisor with Wells Fargo Advisors based in Collegeville, PA, holding a Series 66 designation and 18 years of industry experience. She previously worked at Bank of America, N.A. and Merrill Lynch. Outside of her advisory role, she holds ownership interests in investment-related research firms. 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 and integrates advisory solutions with other financial products and referral channels.

David Viola is a financial advisor with Wells Fargo Advisors in Collegeville, PA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Wells Fargo Advisors since 2018, following two years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services, including specialized planning such as business-owner transition and special-needs analysis. The firm combines proprietary research and planning tools with optional implementation through brokerage or advisory programs.

Justin Dwyer is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Wells Fargo Advisors, he worked at Concurrent Investment Advisors, Price Financial Management, Allstate, and Equipment Resource. Outside of finance, he contributes freelance articles for a CBD company. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services supported by proprietary research and tools, with discretionary implementation options through various brokerage and advisory programs.