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Ana R
Series 63, Series 65
Westfield, NJ
Wells Fargo Advisors
Ana Riewerts is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Wells Fargo and its affiliates since 2009. Outside of her advisory role, she has ownership in AMR Financial Services Inc. 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 personalized recommendations.
Edward B
CFP®, Series 63, Series 65
Westfield, NJ
Wells Fargo Advisors
Edward Band is a Certified Financial Planner (CFP®) with 36 years of industry experience, currently serving at Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He is a trustee for a family charitable remainder trust and owns EAB Financial Services, an investment-related business. 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 institutions. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and planning tools.
Linda G
Series 63, Series 66
Westfield, NJ
Wells Fargo Advisors
Linda Gaucher is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering various planning areas including retirement, education, and specialized needs such as business-owner transition and divorce planning.
Nicholas T
Series 63, Series 65
Westfield, NJ
Wells Fargo Advisors
Nicholas Trombetta is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He has worked within the Wells Fargo organization in various capacities since 2009. Outside of his advisory role, he is co-owner of a rental property in Bayonne, New Jersey. 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, allowing clients to choose how to implement recommendations through various brokerage or advisory programs.
Ronald P
Series 63, Series 65
Westfield, NJ
Wells Fargo Advisors
Ronald Portnoi is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he holds ownership interests in HUB Advisors LLC and RBP Financial Services LLC. 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 Wells Fargo’s research and tools, with advisory and brokerage options available based on client preferences.
John M
Series 66
Westfield, NJ
Wells Fargo Advisors
John Masotti is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He has ownership interests in two investment-related firms, HUB Advisors, LLC and JRM Financial Services. 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 utilizing proprietary research and tools, and integrates advisory services with other financial product sales and referral channels.
Paul C
Series 63, Series 65
Westfield, NJ
Wells Fargo Advisors
Paul Costello is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is the sole owner of PLC Consulting LLC, which focuses on investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, allowing clients to receive tailored recommendations with flexible implementation options.
John P
CFP®, Series 63, Series 65
Westfield, NJ
Wells Fargo Advisors
John Piszko is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. He holds ownership interests in two financial services firms, HUB Advisors, LLC and JMP Financial Services Corp. 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 tailored to clients meeting net-worth thresholds, using proprietary research and planning tools to develop recommendations delivered through meetings and client summary letters.
Nicole M
Series 63
Westfield, NJ
Wells Fargo Advisors
Nicole Mochnal is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She has worked with Wells Fargo and its affiliated entities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She holds a Series 63 designation and is based in Westfield, NJ. 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 using proprietary research and tools, with planning engagements typically structured as discrete projects.
Daniel R
Series 63, Series 65
Westfield, NJ
Wells Fargo Advisors
Daniel Rispoli is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He has worked at various Wells Fargo entities since 2009 and holds Series 63 and Series 65 designations. Outside of his advisory work, he operates a business involved in buying and selling game and sports trading cards online. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and tools, with clients able to implement advice through brokerage or advisory programs on an optional basis.
Kevin M
Series 66
Westfield, NJ
Wells Fargo Advisors
Kevin Mcaloon is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo and its affiliates since 2009. Outside his advisory work, he serves as Treasurer of the Crestview Swim Club, managing budgeting and cash flow. 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 specialized services such as business-owner transition and special-needs planning.
Peter C
Series 63, Series 66
Westfield, NJ
Wells Fargo Advisors
Peter Costello is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 66 registrations and has worked in various roles within Wells Fargo since 2009. Costello is also a part-owner of HUB Advisors, LLC and PCC Capital Corp, two investment-related businesses based in Westfield, 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 tailored to clients meeting a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.
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