Gary Anello is a financial advisor with Wells Fargo Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at various Wells Fargo entities since 2009 and is a managing partner of Oak Wealth Management LLC, a financial practice in Conshohocken. 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 cash-flow, retirement, education, and niche services like business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels.

David Cawley is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Outside of his advisor role, he is a managing partner at Oak Wealth Management LLC and owns Own3 Inc., both investment-related businesses based in Conshohocken, PA. 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 tailored to clients meeting a net-worth threshold, using proprietary research and planning tools to develop recommendations delivered through meetings and written summaries.

Brian Gurbarg is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo’s affiliated firms since 2009, including 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 and integrates advisory recommendations with other financial products through a network of advisors.

Alexander Nalle is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within Wells Fargo and its affiliates since 2016. Outside of his advisory role, Nalle is a managing partner of Oak Wealth Management LLC and co-trustee for the Oak Wealth Management 401(k) plan. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services that include retirement, education, risk, and wealth-transfer planning. The firm utilizes Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and client summary letters, with clients choosing if and how to implement them.