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Michael M

Series 66

Melville, NY

Wells Fargo Advisors

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.

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

Series 66

Melville, NY

Wells Fargo Advisors

Melissa Sidor is a Series 66 licensed financial advisor with six years of industry experience, currently with Wells Fargo Advisors in Melville, NY. Her background includes roles at Merrill and multiple law firms, and she is a licensed attorney in New York. Outside of her advisory work, she serves as a trustee for a deceased friend’s trust on behalf of the beneficiary. 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 tailored financial planning across a broad range of areas, utilizing proprietary research and tools, with flexible implementation options 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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Robert L

Series 63, Series 66

Melville, NY

Wells Fargo Advisors

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.

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

Series 63

Melville, NY

Wells Fargo Advisors

Orlando Basile is a financial advisor with Wells Fargo Advisors who holds a Series 63 designation and has 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. 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 cash-flow, retirement, education, and specialized planning for business owners, sports and entertainment professionals, special needs, and divorce cases.

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

Series 63, Series 65

Melville, NY

Wells Fargo Advisors

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.

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