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Anna R
Series 66
Pittsburgh, PA
Wells Fargo Advisors
Anna Rodgers is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley and Co. Incorporated from 2006 to 2022 and UBS Financial Services from 2022 to 2024 before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients choosing whether to implement recommendations through brokerage or advisory programs.
Michael Q
Series 63, Series 65
Pittsburgh, PA
Wells Fargo Advisors
Michael Quinlan is a financial advisor with Wells Fargo Advisors based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He previously worked at PNC Investments for 18 years before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he has a 50% ownership interest in Bella Bambini Cello, a distillery in Corapolis, PA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients able to choose from brokerage or advisory implementation options.
Gilbert D
PFS™, Series 66
Pittsburgh, PA
Wells Fargo Advisors
Gilbert Davis is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Wells Fargo Advisors since 2022. Prior to that, he has been with Case, Sabatini & Co. since 2005, where he is a non-equity partner at a CPA firm, and worked at Hefren Tillotson, Inc. from 2005 to 2022. Wells Fargo Advisors Financial Network is a 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 and develops tailored recommendations using proprietary research and planning tools.
Sanjit K
Series 66
Pittsburgh, PA
Wells Fargo Advisors
Sanjit Khara is a financial advisor at Wells Fargo Advisors in Pittsburgh, PA, with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Khara is involved in trustee and executor roles for family-related financial matters and holds part ownership in KM Wealth Management LLC and Heritage Seubert Financial LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad array of planning services and integrates advisory services with other financial products and referral channels.
Allen L
Series 63, Series 65
Pittsburgh, PA
Wells Fargo Advisors
Allen Long is a financial advisor with Wells Fargo Advisors based in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network LLC in 2009, his specific career history is not detailed. He has ownership interests in Heritage Seubert Financial, LLC and Seubert Financial, Inc., both investment-related businesses in Pittsburgh. 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, including retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.
Michael K
Series 63, Series 65
Pittsburgh, PA
Wells Fargo Advisors
Michael Kaczmarek is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2008. 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, with clients able to implement recommendations through various brokerage or advisory programs.
Irwin J
CFP®, Series 63, Series 65
Pittsburgh, PA
Wells Fargo Advisors
Irwin Jackson is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He has held long-term roles at Heritage Financial Partners Inc. and Heritage Financial Group, and has also worked with Manufacturers Life Insurance Co. since 1981. Jackson serves as a board member of the Diamond Run Home Owners Association in Sewickley, PA. 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 planning menu and integrates advisory services with other financial products, allowing clients to receive tailored recommendations using Wells Fargo’s research and planning tools.
Peter E
CFP®, Series 63, Series 65
Pittsburgh, PA
Wells Fargo Advisors
Peter Elers is a CFP®-credentialed financial advisor with 16 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent 11 years at PNC Investments. He is also the owner of Briarcliff Wealth Management, LLC, an investment-related business based in Pittsburgh, PA. 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 tailored through Wells Fargo’s research and tools, with clients able to choose if and how to implement recommendations via the firm's brokerage or advisory programs.
Gregory O
Series 63
Pittsburgh, PA
Wells Fargo Advisors
Gregory Ohl is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he is involved in managing a real estate holding company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services using proprietary research and tools, with flexible implementation options across brokerage and advisory platforms.
Cody W
Series 66
Pittsburgh, PA
Wells Fargo Advisors
Cody Wimer is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2016. 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, delivering tailored recommendations supported by Wells Fargo research and planning tools.
Robert G
Series 63, Series 65, Series 66
Pittsburgh, PA
Wells Fargo Advisors
Robert George is a financial advisor with Wells Fargo Advisors in Pittsburgh, PA, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009 and concurrently maintains a professional role with Robert A. George, M.D., P.C. since 1990. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to deliver tailored recommendations.
Brian D
CFP®, Series 66
Pittsburgh, PA
Wells Fargo Advisors
Brian Debbis is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He holds partial ownership interests in Heritage Financial Partners Inc. and Heritage Seubert Financial LLC, both investment-related businesses in Pittsburgh, PA. 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 and integrates advisory offerings with other financial products and referral channels.
Alex S
Series 63, Series 65
Pittsburgh, PA
Wells Fargo Advisors
Alex Sebastian is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Covenant Annuity and Insurance, Covenant Financial Advisors, Covenant Partners LLC, and 1N1 Enterprises. Outside of his advisory work, Sebastian has a 50% ownership stake in Sebastian Enterprises Inc., which operates two restaurants. 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 planning menu tailored to clients meeting a net-worth threshold, using Wells Fargo research and planning tools to develop customized recommendations.
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