Roberta Anderson is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors since 2024. Her prior experience includes roles at People's United Advisors, Inc., People's Securities, Inc., and People's United Bank. Outside of her advisory work, she serves as secretary for Candlewood Knolls Community Inc. and is a board trustee for the New Fairfield Free Public Library. 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 broad menu of financial planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop individualized recommendations.

Sheila Spicehandler is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, she spent nine years at Ameriprise Financial Services. She serves as the Investment Advisory Committee Chairman for Temple Beth El in Chappaqua, NY, advising on investment policy. 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 solutions supported by proprietary research and tools.

Frank Lawrence IV is a Series 66-credentialed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Advisors since 2021 and was previously with Bank of America and Merrill from 2015 to 2021. Outside of his financial practice, he serves as head coach of a 7th grade boys youth lacrosse team in Riverside, CT and is co-owner of a retail store specializing in olive oils and vinegars. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of financial planning options including specialized services such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using firm research and planning tools, with implementation through brokerage or advisory programs as optional.

Sandra Kapfer is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Morgan Stanley. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm offers tailored recommendations based on extensive research and planning tools, allowing clients flexibility in implementing advice through brokerage or advisory programs.

Robert Schaefer is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS and as an independent contractor. Outside of finance, he owns and operates a yoga instruction business and a retail clothing company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by proprietary research and tools.

Samantha Belport is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at Wells Fargo Clearing and Cooperative Educational Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services across a wide range of areas including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, offering clients tailored recommendations supported by Wells Fargo research and planning tools.

Lawrence Baker is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Baker also owns 5 Bakes LLC, a separate investment-related business operating under the name Merritt Point Wealth Advisors. 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 work with other financial products and referral channels.

Andrew Pillarella is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024. Outside of his advisory role, he serves as a volunteer firefighter, desk office assistant, and chaplain for the Southard Fire Department in Howell, New Jersey. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels to serve clients with varied financial needs.

Anthony D'ambrosio is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo Advisors in 2022. Outside of his advisory roles, he serves as treasurer for the John Calabra Lodge Order of Sons and Daughters of Italy and is involved in several investment-related business entities. 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, offering a broad range of planning options including specialized services such as business-owner transition and special-needs planning.

Michael Hardy is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Cetera Wealth Services, LLC. Outside of his advisory role, he is involved in fixed insurance sales and operates his own financial services business, Hardy Financial Strategies. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements across various specialized areas.

Jason Andrews is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Old Greenwich, CT, and has 23 years of industry experience. He previously worked at Wells Fargo Clearing and UBS Financial Services. Andrews has ownership interests in several investment-related entities, including Cutler Andrews Capital Management, LLC, and JMJB Capital Partners. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels to serve its clients.

Katherine Welch is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding a Series 66 credential and four years of industry experience. She previously operated KWD Personal Financial Concierge for six years. Outside of advising, she is a commissioned notary public in New York and Connecticut, performing notarial services in a limited capacity. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations using firm research and planning tools. The firm serves clients who meet certain net-worth thresholds with a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.

Theodore Youngling is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory role, he serves as treasurer for the Mercedes Benz Club of America, organizing social events and preparing financial reports. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with a focus on tailored recommendations and optional implementation through brokerage or advisory programs.

Daniel Dodderidge is a Series 66 licensed financial advisor with Wells Fargo Advisors, bringing 26 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he is involved in managing cash flow and expenses for a separate investment-related practice through business entities he owns. 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 a net-worth threshold. The firm integrates advisory services with other financial products and referral channels, providing comprehensive planning options that include specialized areas such as business-owner transition and special-needs analysis.

Michael Salimbene is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 11 years. Outside of his advisory work, he has served as an honorary member of the gala benefit committee for Visiting Nurse Services in Westchester. 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, and niche services such as business-owner transition and special-needs analysis. Advisors use firm research and tools to develop tailored recommendations, with clients having discretion over implementation.

Steven Belport is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. He co-owns an investment-related business, Belscreek, Inc., where he manages cash and tax matters. 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 using proprietary research and tools, with planning engagements typically being discrete and optional for ongoing implementation.

John Rotando is a financial advisor with Wells Fargo Advisors in Old Greenwich, CT, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory work, he is co-owner of CHE SYRAH LLC, a commercial building holding associated with his spouse's business. 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 such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Alexander Mills is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2021. His prior experience includes roles at Key Investment Services, LLC, KEY BANK, and AXA Advisors, 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, including specialized services such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations supported by proprietary research and planning tools.

Beth Cutler is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Wells Fargo Clearing. Cutler is the author of the book "Ladies, Let's Talk About Money" and serves as a finance committee member for Jewish Family Services of Greenwich. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services, using comprehensive planning tools and research to develop tailored recommendations.

Rebecca Scala is a financial advisor at Wells Fargo Advisors with the Series 66 designation and one year of industry experience. Her prior work includes roles in diverse businesses such as Geoff Carter, CPA Services and Milbrook Country Club. Outside of finance, she has experience in food service and retail businesses including Bona Bona Icecream and Willie's Hot Dogs & Chili. 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 institutions. The firm offers a broad range of planning services tailored to clients who meet net-worth thresholds, using Wells Fargo’s research and planning tools.

John Pasacreta Jr. is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Banc of America Investment Services. Outside of finance, he is a minority owner of a bar and grill in Bronxville, NY. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.

Paolo Thompson is a CFP® professional at Wells Fargo Advisors with 25 years of industry experience. He previously worked for Raymond James & Assoc., Inc. for 27 years before joining Wells Fargo Advisors in 2026. 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 range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Ross Bauer is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2019, following three years at Wells Fargo Clearing. Bauer is involved in outside business activities including serving as an arbitrator for FINRA and holding 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 financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations through meetings and written summaries, covering a broad range of planning needs including retirement, education, and specialized services such as business-owner transition and special-needs analysis.

Jenna Signorile is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Club Fitness and spent time affiliated with Fairfield University. 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 and integrates advisory offerings with other financial products and referral channels.