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Stephen M

Series 63

Melville, NY

Wells Fargo Advisors

Stephen Murphy is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors since 2021, as well as Stifel Nicolaus & Co. Inc. since 2010. Outside of finance, he has ownership in The Murph's Famous, LLC, a non-alcoholic drink mixture company. 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 various financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert S

Series 63

Melville, NY

Wells Fargo Advisors

Robert Slovinsky is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He has worked at various Wells Fargo entities since 2009. Slovinsky is the owner of Ollie Capital Group, Inc., and serves as a trustee for several family trusts and a 401(k) plan. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing research and planning tools to develop tailored recommendations. The firm provides a broad range of planning services across multiple financial areas through a large network of advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Linda B

Series 66

Melville, NY

Wells Fargo Advisors

Linda Brucia is a Series 66 credentialed financial advisor with 17 years of industry experience. She has worked at Wells Fargo Advisors since 2014, including time at Wells Fargo Clearing, and is currently based in Melville, NY. Outside of her advisory role, she is a commissioned notary public in Glen Cove, NY. 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 wide range of financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Connor W

Series 66

Melville, NY

Wells Fargo Advisors

Connor Wilson is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2019. Outside of his advisory role, he owns Wilson Securities, Inc., a small independent securities practice. Wells Fargo Advisors is a large 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 solutions with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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William E

Series 63

Melville, NY

Wells Fargo Advisors

William Engellis is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs analysis, and delivers tailored recommendations supported by its research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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James H

Series 63, Series 65

Melville, NY

Wells Fargo Advisors

James Hughes is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hughes holds Series 63 and Series 65 licenses and has ownership interests in several investment-related businesses based in Melville, NY. 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 business-owner transition, sports and entertainment, special-needs, and divorce planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Frank A

Series 63, Series 66

Melville, NY

Wells Fargo Advisors

Frank Albano is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, Albano is also a musician who devotes time monthly to organizing and planning music events. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and 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, utilizing proprietary research and tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Donna M

Series 63

Melville, NY

Wells Fargo Advisors

Donna Marlatt is a financial advisor with Wells Fargo Advisors in Melville, NY, holding a Series 63 designation and 21 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she is a notary public in Suffolk County, NY. 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 investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matthew G

Series 66

Melville, NY

Wells Fargo Advisors

Matthew Galati is a financial advisor at Wells Fargo Advisors with a Series 66 credential. He has one year of experience in the industry and previously worked at Citibank for three years and Del Vino Vineyards for two years. 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. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Philip P

Series 63, Series 66

Melville, NY

Wells Fargo Advisors

Philip Pappas Jr. is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has worked with Wells Fargo Advisors since 2012. Pappas is also co-trustee for a partnership 401(k) plan and is involved in several investment-related business activities. 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 investment solutions tailored to clients meeting certain net-worth thresholds.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Edward M

Series 63

Melville, NY

Wells Fargo Advisors

Edward Murphy is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he manages several investment-related businesses, including ownership interests in entities that administer business expenses and real estate group activities. 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 that utilize Wells Fargo research and tools, delivering tailored recommendations across diverse financial needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Steven D

Series 63, Series 65, Series 66

Melville, NY

Wells Fargo Advisors

Steven Dichter is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he is involved in several investment-related business activities, including ownership interests and co-trustee responsibilities in private investment entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services that include specialized planning for business-owner transitions, special needs, and other niche areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Linda L

Series 63, Series 65

Melville, NY

Wells Fargo Advisors

Linda Lynch is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Lynch is a co-owner and co-trustee of Lynch Bellmar Investments LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients who meet certain net-worth thresholds.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Blake V

Series 66

Melville, NY

Wells Fargo Advisors

Blake Valli is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Laz Parking and held positions at Marjory Stoneman Douglas High School and West Glades Elementary School. 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 niche areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Gregory F

Series 63, Series 65

Melville, NY

Wells Fargo Advisors

Gregory Ferguson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Ferguson has ownership interests in several related entities, including FMRG Holdings, LLC and Ryami Corp, where he also serves as a trustee for certain employee benefit plans. 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 using proprietary research and tools, with planning engagements typically offered on a discrete basis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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John R

CFP®, Series 63, Series 65

Melville, NY

Wells Fargo Advisors

John Roche is a CFP® with 39 years of industry experience and has been with Wells Fargo Advisors since 2009. He owns and operates John J Roche CFP Inc., a financial planning firm based in Greenlawn, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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John L

Series 63, Series 66

Melville, NY

Wells Fargo Advisors

John Luisi is a financial advisor at Wells Fargo Advisors in Melville, NY, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2015. Luisi is also the owner of AML Strategic Capital Inc., an investment-related business based in West Islip, NY. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Martin G

Series 63, Series 65

Melville, NY

Wells Fargo Advisors

Martin Ganzekaufer is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Ganzekaufer also has ownership interests in several investment-related entities. 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 and develops tailored recommendations using proprietary research and tools, with implementation options available through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Shaun M

Series 63, Series 65

Melville, NY

Wells Fargo Advisors

Shaun Murphy is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he works as a community habilitation specialist assisting individuals with special needs and is also involved as a pyrotechnician for Santore's World Famous Fireworks. 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 planning menu, including specialized services such as business-owner transition planning, special-needs analysis, and divorce planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brendan M

Series 63, Series 65

Melville, NY

Wells Fargo Advisors

Brendan Mcbrien is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He holds ownership interests in several investment-related businesses, including FMRG Holdings, Ltd., FMRG Holdings, LLC, Tack Wealth Management Inc., and AFCM Management Group LLC. 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 planning menu to clients meeting certain net-worth thresholds and integrates advisory services with various financial product sales and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Michael S

Series 63, Series 65

Melville, NY

Wells Fargo Advisors

Michael Stern is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009, following prior roles at Banc of America Investment Services, Inc. and Quick & Reilly, Inc. Outside his advisory work, Stern teaches spin classes at Crunch Fitness and Gold’s Gym. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with specialized services and integrates advisory offerings with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Rachel S

Series 66

Melville, NY

Wells Fargo Advisors

Rachel Slovinsky is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and previously worked at Rawle & Henderson LLP for seven years. 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, including specialized planning such as business-owner transition and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Tyler S

Series 63, Series 65

Melville, NY

Wells Fargo Advisors

Tyler Smith is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Wells Fargo Advisors, he worked at David Lerner Associates and Fundseeder. He is also active as a real estate agent with Keller Williams Realty and Fire Island Homes. 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, and specialized services, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Kevin C

Series 63, Series 65

Melville, NY

Wells Fargo Advisors

Kevin Cleary is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he is involved as a trustee for family trusts and holds ownership interests in various investment-related entities. 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 and integrates advisory offerings with banking, securities-based lending, trustee services, and affiliated fund strategies.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matthew V

Series 66

Melville, NY

Wells Fargo Advisors

Matthew Vacchiano is a financial advisor at Wells Fargo Advisors with a Series 66 designation. He has nine years of industry experience, including roles at TP ICAP and the New York Red Bulls. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo research and tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joseph B

Series 63, Series 66

Melville, NY

Wells Fargo Advisors

Joseph Bellmar is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been associated with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he is a co-owner and co-trustee of Lynch Bellmar Investments LLC. 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 investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Melissa A

Series 66

Melville, NY

Wells Fargo Advisors

Melissa Amato is a financial advisor at Wells Fargo Advisors with Series 66 registration and three years of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked at Roundpoint Mortgage and Sterling National Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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