Anthony Ortiz is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016. Outside of his advisory role, Ortiz has ownership interests in The Captiva Group, LLC, and The JP Anthony Group Inc., both investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, integrating advisory services with other financial product offerings and referral channels.

Charles Vesely is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 credentials and having one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. 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 uses proprietary research and tools to develop tailored recommendations for clients.

Patrick Sullivan is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Rochester, NY. He has been with Wells Fargo Advisors Financial Network LLC since 2010. 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 and integrates advisory services with other financial products and referral channels.

Debby Mellenger is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has worked with Wells Fargo Advisors and affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with clients choosing their level of implementation through various brokerage or advisory programs.

Jonpaul Penner is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Penner serves as treasurer for the St. Paul Blvd. Fire Association Inc., a volunteer fire department organization in Rochester. 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 using its own research and tools, with clients able to implement recommendations through various brokerage and advisory programs optionally.

Derek Pinelli is a financial advisor at Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Wells Fargo Advisors since 2016. 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 using proprietary research and tools, with clients choosing how to implement recommendations through brokerage or advisory programs.

Sean Keller is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and six years of industry experience. His career includes roles at Livingston International, State Farm Insurance, and two periods of self-employment. Outside of advising, he operates an e-commerce business supplying survival kits and streams video games on Twitch. 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 financial planning services tailored to clients meeting a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

Pace Sorscher is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022, following a role at Wells Fargo Clearing. Outside of finance, he works as a paramedic with Rockland Mobile Care and has experience as a notary public and a background actor. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, with a broad range of planning options including retirement, education, and business-owner transition planning. The firm uses Wells Fargo research and tools to develop tailored recommendations delivered directly to clients, who may choose whether to implement them through various brokerage and advisory programs.

Robert Coombs is a financial advisor at Wells Fargo Advisors in Rochester, NY, with 47 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he has ownership interests in two investment-related businesses, The Captiva Group LLC and The Coombs Group, Inc. 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 with tailored recommendations supported by Wells Fargo’s research and planning tools.

Brian Ginty is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Vanderbilt Securities for 21 years and OSAIC for 4 years. Ginty is a board member of Ulster Federal Credit Union and president of Hudson Valley Financial Services, which offers financial advising and tax preparation services. He also coaches a girls lacrosse team. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to deliver tailored recommendations, with implementation available through multiple programs and channels.

Frederick Spagnola is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for UBS Financial Services for 11 years before joining Wells Fargo Advisors 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 tailored to clients who meet certain net-worth thresholds, using proprietary research and planning tools to develop recommendations.

Bruce Sears is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Janney Montgomery Scott and RBC Capital Markets Corporation. Outside of his advisory work, he is involved in a solar panel land lease and a spouse’s furniture-making business in Skaneateles, NY. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options using proprietary research and tools. The firm integrates advisory services with other financial products and referrals across a large network of advisors.

Jerod Macko is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. In addition to his advisory role, Macko owns and operates Macko Financial Group, LLC, a financial practice based in Syracuse, NY. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, and specialized areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and client reports.

Carolyn Tuckerrubado is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering areas such as retirement, education, risk, and wealth-transfer planning.

Jon Vallaro is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Taylor Coombs is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2016, following four years at Aflac. Outside of his advisory role, he has significant involvement in investment-related business activities, including ownership in The Captiva Group, LLC and The Jenaro Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm’s structured planning process utilizes proprietary research and tools, providing tailored recommendations across diverse financial needs.

David Booker is a CFP® professional with 21 years of industry experience. He is currently with Wells Fargo Advisors and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc / JHFN. Outside of his advisory role, he serves as a board member for the Oceanfront Residence Club HOA in Daufuskie Island, SC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Barry Sullivan is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisor role, he is the owner and trustee of Sullivan & Associates Wealth Management, LLC, a firm he has maintained since 2014. 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 tailored to clients who meet certain net-worth criteria, using proprietary research and planning tools to develop customized recommendations.

Debra Hilleman is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2009 and holds a Series 63 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients through a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold.

Frederick Goduti is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with Wells Fargo Advisors in Rochester, NY, where he has worked since 2020, following prior roles within affiliated Wells Fargo entities. He is also the owner of True North Wealth Management, LLC, a separate financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing a broad range of investment and fee-based financial planning services using Wells Fargo’s research and tools. The firm offers specialized planning solutions and integrates advisory services with other financial product offerings.

Allan Barasch is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He has been with Wells Fargo Advisors since 2016 and holds Series 63 and Series 66 licenses. Outside of his work at Wells Fargo, he owns and operates 152 Associates, an investment-related business. 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 tailored to clients meeting a net-worth threshold, leveraging Wells Fargo research and various advisory tools.

Jeffrey Altomari is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors since 2013. Outside of his primary role, he is co-trustee and 50% owner of Hudson Valley Financial Group, where he is involved in managing 401(k) plans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options and integrating advisory services with various financial products and referral channels.

Beryl Sorscher is a CFP® professional with 31 years of industry experience, currently practicing at Wells Fargo Advisors in Rochester, NY since 2022. Prior to this, Sorscher worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu and tailored recommendations developed using proprietary research and tools.

Jeremy Denny is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has held previous roles at Wells Fargo Clearing Services and Morgan Stanley, including Morgan Stanley Private Bank. Outside of his advisory work, he is the sole owner of JRDENNY LLC, an investment-related 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 financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Michelle Lavigne is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2012. She holds Series 63 and Series 65 licenses and is based in Rochester, NY. Beyond her advisory role, she acts as a co-trustee and power of attorney for her spouse’s investment-related matters and serves as a notary public in Denver, CO. 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 sports and entertainment planning, utilizing research and planning tools to develop tailored client recommendations.

Corey Burke is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked in various roles including positions at the Hurricane Junior Golf Tour and several other organizations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of areas such as retirement, education, and niche planning needs. The firm uses proprietary research and tools to develop customized recommendations delivered through meetings and detailed client summaries.

Nicole Looman is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2014. Outside of her advisory role, she acts as a power of attorney for her mother. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning including retirement, education, risk, and wealth-transfer services. The firm combines advisory services with other financial products and referral channels to serve clients meeting certain net-worth criteria.

Robert O'Dea is a CFP®-certified financial advisor with 25 years of industry experience. He currently works at Wells Fargo Advisors and previously held roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 using proprietary research and tools, with a focus on tailored recommendations and optional implementation through various brokerage or advisory programs.