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Jane K
Series 66
Red Bank, NJ
Wells Fargo Advisors
Jane Kunak is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding a Series 66 designation and 10 years of industry experience. She previously worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and tools, with planning engagements typically structured as discrete projects covering various specialized areas.
Al R
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Al Raia is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2007. 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 specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.
Anthony C
CFP®, Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Anthony Collora is a CFP® with 31 years of experience in the financial industry. He currently works at Wells Fargo Advisors and was previously with Wells Fargo Clearing for nine years. Outside of his advisory role, he is involved in managing AJC Wealth Management Inc. and is a co-owner of Collora GP, LLC. 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 uses proprietary research and planning tools to develop tailored recommendations across various financial planning areas, with clients selecting their preferred implementation methods.
Brandon K
Series 66
Red Bank, NJ
Wells Fargo Advisors
Brandon Kape is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Ameriprise. Outside of his advisory work, he co-owns a charter fishing business, Right Bite Charters, LLC, with his spouse. 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 range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.
Jacqueline B
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Jacqueline Bartels is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She previously worked at Merrill for 14 years, Morgan Stanley for 2 years, and Wells Fargo Clearing for 1 year before joining Wells Fargo Advisors. Outside of her advisory role, she works as a travel advisor with Largay Travel. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across various planning areas, including retirement, wealth transfer, and specialized topics such as business-owner transition and special-needs analysis.
John B
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
John Busco is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at UBS Financial Services and Wells Fargo Clearing prior to joining Wells Fargo Advisors. He owns and operates two investment-related businesses based in Toms River, NJ. 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 uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with flexible implementation options available to clients.
Pacita D
Series 63, Series 66
Red Bank, NJ
Wells Fargo Advisors
Pacita Devera is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 66 licenses and 30 years of industry experience. She has been with Wells Fargo-affiliated firms since 2016. Outside of her advisory work, she serves as a power of attorney for her mother. 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 planning. The firm combines tailored recommendations with a variety of financial products and services accessible through its extensive advisor network.
John T
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
John Tirrell is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 credentials and with 35 years of industry experience. His work history includes roles at Wells Fargo Clearing and Citigroup Global Markets. He is a trustee for a family trust and co-owner of Tirrell GP, LLC, a merchant partnership. 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 institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.
Gabriel S
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Gabriel Simon is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory work, he is involved with GSIMON GP, LLC, a merchant partnership in West Creek, NJ. 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, including specialized areas such as business-owner transition and special-needs analysis, leveraging proprietary research and planning tools.
Brent M
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Brent Mctaggart is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. He also owns and operates BMM Wealth Management Corp. Wells Fargo Advisors 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 services with various financial products and referral channels.
William T
CFP®, Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
William Tarallo is a CFP® professional with 38 years of experience in the financial services industry. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a managing member of a family-owned business, JOBILL & SONS ENTERPRISES, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and other niche client needs.
Dominick G
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Dominick Giovannone is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2025. He is a majority owner of Giovannone GP, LLC, a merchant partnership based in Red Bank, NJ. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad menu of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels, supporting a diverse range of client needs.
Jason M
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Jason Mctaggart is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory role, he is involved with The Child Wellness Institute, where he reviews financial goals and funding strategies. Wells Fargo Advisors is an institutional broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad menu of planning services supported by Wells Fargo research and tools, with a focus on discrete planning engagements across various specialized areas.
Michael C
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Michael Cassella is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 licenses and 25 years of industry experience. He worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. Outside of finance, he owns and operates a photography business in Brielle, NJ. 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 range of planning options and integrates advisory services with other financial products and referral channels.
Kevin N
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Kevin Nohilly is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and UBS Financial Services. Wells Fargo Advisors 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 and integrates advisory services with other financial products and referral channels.
Daniel B
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Daniel Bavuso III is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes long tenures at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also involved in private investment ventures through his ownership interests in Hamilton Capital Advisors, LLC and Bavuso GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and financial planning services tailored to clients who meet specific net-worth thresholds. The firm provides a broad range of planning services and integrates advisory recommendations with various financial product offerings.
Ronnie C
Series 66
Red Bank, NJ
Wells Fargo Advisors
Ronnie Critelli is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing, TD Wealth Management Services Inc., and RBC Capital Markets. Outside of his advisory role, he officiates soccer matches as a referee. 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 using proprietary research and tools, with discretionary client implementation through brokerage or advisory programs.
Christopher D
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Christopher Donnelly is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2026. 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, including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning.
Ebony B
Series 66
Red Bank, NJ
Wells Fargo Advisors
Ebony Benjamin is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis. The firm uses Wells Fargo research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through its brokerage or advisory programs.
Jennifer E
Series 63, Series 66
Red Bank, NJ
Wells Fargo Advisors
Jennifer Engelhardt is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing for eight years before joining Wells Fargo Advisors in 2024. 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 planning menu that includes cash-flow, retirement, education, risk, wealth-transfer, and specialized planning such as business-owner transition and special-needs analysis.
James S
Series 63, Series 65, Series 66
Red Bank, NJ
Wells Fargo Advisors
James Shea Jr. is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63, 65, and 66 licenses and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Oppenheimer & Co. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using a broad range of planning areas and Wells Fargo’s research and tools.
Brad P
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
Brad Palent is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2026, following a decade at Wells Fargo Clearing and prior roles at Banc of America Investment Services, Inc. and Quick & Reilly, Inc. 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 specialized areas such as business-owner transition planning and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.
James M
Series 63, Series 65
Red Bank, NJ
Wells Fargo Advisors
James Mccarthy is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs, including specialized planning such as business-owner transitions and special-needs analysis. Advisors develop tailored recommendations using proprietary research and tools, delivering them through meetings and written summaries, with optional implementation through brokerage or advisory programs.
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