Benjamin Leess is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked for Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney Inc. from 2010 to 2025. He holds a Series 66 designation. Wells Fargo Advisors 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 specialized services such as business-owner transition planning and sports & entertainment planning, supported by proprietary research and planning tools.

Peter Roman is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Raymond James & Associates. 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 planning menu including retirement, education, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored recommendations.

Vassilios Grous is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 licenses and 39 years of industry experience. His prior roles include positions at JPMorgan Securities, Raymond James & Associates, Alex Brown, Morgan Stanley, and Merrill. 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 retirement, education, risk, and wealth-transfer planning. Advisors use firm research and tools to develop tailored recommendations, with clients able to choose how to implement them.

Scarlett Neuberger is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of finance, she has experience with the New-York Historical Society and 92Y Camps. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds. Advisors utilize Wells Fargo research and planning tools to develop customized recommendations, with flexible implementation options through the firm’s brokerage or advisory programs.

Jack Wegh is a financial advisor with Wells Fargo Advisors in New York, NY, holding a Series 63 designation and 36 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Shari Mason is a financial advisor with Wells Fargo Advisors based in New York, NY. She holds Series 63 and Series 66 designations and has 29 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for six years and at Raymond James & Associates for four years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations through Wells Fargo research and planning tools, with planning services that cover various specialized areas such as business-owner transition and special-needs analysis.