Michael Jappell is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Advisors since 2026 and previously spent 14 years at J.P. Morgan Securities and 16 years at JPMorgan Chase Bank, N.A. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers comprehensive financial planning services using proprietary research and tools, with a focus on tailored recommendations across various complex planning areas.

Karen Hubbard is a Series 66-registered financial advisor with Wells Fargo Advisors, based in Melville, NY. She has 19 years of industry experience, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. She has been with Wells Fargo Advisors since 2019. 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 institutions. The firm provides a broad range of planning services utilizing proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Aldo Valente is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his work at Wells Fargo, he has a partial ownership interest in The Hamlet Group Wealth Management LLC. 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 wide range of planning services that are tailored to clients with a net-worth threshold, including specialized areas such as business-owner transition planning and special-needs analysis.

Michael Rosenberg is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2016, including roles at Wells Fargo Clearing and Wells Fargo Advisors. His prior experience includes positions at Morgan Stanley and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations supported by Wells Fargo research and planning tools, addressing diverse client needs from retirement and wealth-transfer planning to specialized areas such as business-owner transition and special-needs analysis.

Jane Carmody is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and The First National Bank of Long Island. Carmody owns and manages JSC Management Inc., an investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm combines advisory services with other financial products and referral channels to provide tailored recommendations.

Alison McGowan is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Wells Fargo Advisors since 2023, following eight years at Wells Fargo Clearing. Alison serves as a board member of the American St Boniface Society, a Catholic charity organization. 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 through a broad menu of planning options tailored to meet various client needs.

Vania Markarian is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 29 years. 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 meeting a net-worth threshold, utilizing proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Stavros Spucces is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he serves as a committee member of the ESPOA Open Space & Park Fund Review Advisory Committee and mentors high school students in finance at the North Port High School Academy of Finance. 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. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Pat Ingrassia is a CFP® professional with 43 years of industry experience, currently with Wells Fargo Advisors in Melville, NY. He previously worked at Janney Montgomery Scott LLC for five years and Wells Fargo Clearing for four years. 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 meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Nelson Martins is a financial advisor with Wells Fargo Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. In addition to his role at Wells Fargo, he holds a partial ownership stake in Hamlet Group Wealth Management, LLC. 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 institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through discrete engagements.

Robert Gibson is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise and Investment Professionals Inc. Wells Fargo Advisors Financial Network is a 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, using proprietary research and planning tools to create tailored recommendations.

David Roberts 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 at Merrill, Morgan Stanley, and Wells Fargo Clearing before joining Wells Fargo Advisors. He serves 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, offering a broad range of planning options and integrating advisory services with other financial products through a large network of advisors.