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Anthony M

CFP®, Series 66

Red Bank, NJ

Wells Fargo Advisors

Anthony Messina is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, Messina owns a business specializing in sales of comics and trading cards. 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 and integrates advisory offerings with other financial products and referral channels.

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

Series 63, Series 66

Red Bank, NJ

Wells Fargo Advisors

Janice Whiting is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

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

Series 66

Red Bank, NJ

Wells Fargo Advisors

Christopher Kizis is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2022, following prior roles at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, Kizis is a co-owner of two investment-related LLCs involved in real estate. 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 specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

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

CFP®, Series 63, Series 65

Red Bank, NJ

Wells Fargo Advisors

Sebastian Messina is a CFP®-designated financial advisor with 42 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing for seven years and Prudential Equity Group, LLC for one year. He holds partial ownership in Marinus Financial, LLC, where he is actively involved in transitioning to a financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations leveraging Wells Fargo’s research and tools, with clients deciding on the implementation of 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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John R

Series 63, Series 66

Red Bank, NJ

Wells Fargo Advisors

John Rauch is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Rauch has an ownership stake in Marinus Financial LLC, a financial practice based in Red Bank, NJ. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo research and planning tools to develop personalized recommendations.

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

Series 63, Series 65

Red Bank, NJ

Wells Fargo Advisors

Timothy O'Brien is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill. He also owns and operates O'Brien Asset Management as a separate business. 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 proprietary research and planning tools, with planning engagements typically discrete rather than ongoing.

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

CFP®, Series 63, Series 65, Series 66

Red Bank, NJ

Wells Fargo Advisors

Mark Thompson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing Services LLC and PineBridge Securities LLC. He holds partial ownership in Marinus Financial LLC and sole ownership of MKThompson LLC, both investment-related ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various life stages and specialized needs, delivering tailored recommendations through Wells Fargo research and tools.

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

Series 63, Series 65

Red Bank, NJ

Wells Fargo Advisors

Robert Morrissey is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and 38 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 affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

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

Series 63, Series 65

Red Bank, NJ

Wells Fargo Advisors

Barbara Siegel is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors and its affiliated entities since 2012. 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 and uses proprietary research and tools to develop tailored recommendations for clients.

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

Series 63, Series 66

Red Bank, NJ

Wells Fargo Advisors

Michael Studer is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a prior position at A. G. Edwards & Sons. Outside of his advisory work, he is involved with the United States Amateur Baseball League. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, covering a broad range of planning needs including retirement, education, and special situations such as business-owner transition and sports planning.

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

CFP®, Series 66

Red Bank, NJ

Wells Fargo Advisors

Philip Ferraro is a CFP®-certified financial advisor with 18 years of industry experience, currently practicing at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023. Ferraro serves as Treasurer on the Brookdale Community College Foundation Board and is a member of the Finance Committee at Brookdale Community College, where he helps oversee investment accounts. 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 including retirement, education, and specialized services such as business-owner transition and special-needs planning.

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