Francis Spina is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 2009. He is involved in several investment-related business ventures, including ownership interests in SPINA Financial Planning LLC and partnerships based in Bethesda, MD. 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 that include retirement, education, risk, and wealth-transfer planning. The firm uses its proprietary research and planning tools to develop tailored recommendations, with implementation options available through various brokerage and advisory programs.

Gary Parese is a financial advisor with Wells Fargo Advisors in Westport, CT, holding a Series 63 designation and 41 years of industry experience. He has been with Wells Fargo Advisors since 2014, including roles at Wells Fargo Clearing. He serves as a trustee for a family trust and is the owner of Parese Family LLC and Parese Wealth Management, LLC. 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 including retirement, education, and niche areas such as business-owner transition and special-needs planning. Advisors use proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters, with optional implementation through the firm’s brokerage or advisory programs.

William Nolan is a financial advisor at Wells Fargo Advisors with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Deloitte and Greysteel. 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. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written reports.

Patrick Nolan is a financial advisor with Wells Fargo Advisors in Westport, CT, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and ICR. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients with various planning needs, including niche areas such as business-owner transition and special-needs analysis.

Brandon Troiano is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Advisors since 2023 and was previously with UBS Financial Services from 2015 to 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 offers a broad range of financial planning services covering various specialized areas and uses proprietary research and planning tools to develop tailored recommendations for clients.

Ana Backa is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2009. Outside of her advisory role, she is a 50% owner of a clothing store called Sabrina's Style in Sandy Hook, Connecticut. 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 with tailored recommendations based on Wells Fargo research, covering areas such as retirement, education, and specialized planning needs.

Summer Gigliotti is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 15 years of industry experience. She has worked within various Wells Fargo entities since 2014. Outside of her advisory role, she is involved in youth sports coaching, serving as head coach for multiple lacrosse associations in Connecticut. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations.

Kerry Zavory is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He previously worked at UBS Financial Services Inc for 14 years before joining Wells Fargo Advisors in 2023. He holds Series 63 and Series 65 licenses. 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 implementation options available through brokerage or advisory programs.

Thomas Nolan is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Wells Fargo in various capacities since 2014. 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 tailored to clients who meet a net-worth threshold. The firm combines advisory services with other financial products and referral channels to deliver personalized recommendations and implementation choices.

Norena Howard is a Series 66 licensed financial advisor with 15 years of industry experience. She has worked at Wells Fargo Advisors since 2023 and previously spent 14 years at UBS. In addition to her advisory role, she is a notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to a broad range of needs, including retirement, education, risk management, and specialized areas such as business-owner transition planning and special-needs analysis.

Christopher Calabrese is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2009, including prior roles at Wells Fargo Clearing. 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 services complemented by Wells Fargo research and tools. The firm integrates advisory services with other financial products and referral channels across a large network of financial advisors.

Mark Phillips is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked within Wells Fargo-affiliated firms since 2014. Outside of his advisory role, he has ownership interests in investment-related entities, including Rockee Point, LLC, and Phillips GP, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and combines advisory recommendations with other financial products and referral channels.

Jeffrey Sharpe is a CFP®-certified financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with optional implementation through various brokerage or advisory programs.