Michael Mcdonagh is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2011. He is also the sole owner of Michael Mcdonagh Lighthouse Advisors Inc. and serves as a trustee for a family trust. 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 clients able to choose how to implement recommendations through brokerage or advisory programs.

Melissa Sidor is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and law firms including Campolo, Middleton & McCormick, LLP. She is a licensed attorney in New York and serves as a trustee for a deceased friend’s trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Lombri is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and 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 retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and planning tools to develop tailored client recommendations.

Orlando Basile is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors Financial Network since 2026, following prior roles within the Wells Fargo organization dating back to 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to high-net-worth individuals, trusts, and institutional clients. The firm provides tailored recommendations through a network of advisors, utilizing proprietary research and planning tools across a broad range of planning areas.

John Fulton Jr is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He previously worked at Neuberger Berman LLC for 12 years. Fulton is the CEO and founder of the John F Fulton Foundation, a nonprofit organization that donates to cancer research and local high school scholarships. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options as part of its investment menu, serving institutional clients with tailored plan-level investment solutions.