Bethesda, MD Wisconsin Ave 100 Office

Mark Jutkowitz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing Services LLC for eight years and Commonwealth Financial Network for two years. Outside of his advisory role, he coaches youth lacrosse in the Bethesda and Kensington, MD areas. Wells Fargo Advisors Financial Network is a 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 supported by proprietary research and tools, serving clients who meet a net-worth threshold with tailored recommendations delivered through meetings and written summaries.

Jon Lindenberg is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and over 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of advising, he is involved in entrepreneurial activities related to merchant cash and stock agreements. 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 and investment strategies, utilizing proprietary research and tools to develop tailored recommendations for clients.

Moshe Burstin is a CFP®-designated financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors in Bethesda, MD. His prior experience includes roles at Wells Fargo Clearing, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory work, he assists his mother with managing her financial affairs through a power of attorney arrangement. 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 tailored to clients meeting a net-worth threshold, supported by Wells Fargo’s research and planning tools.

Richard Leishman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 11 years. 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 institutional clients. The firm offers a broad planning menu and uses Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

Christopher Venit is a CFP® professional with 19 years of industry experience, currently affiliated with Wells Fargo Advisors. He has been with Wells Fargo Clearing and Advisors for a combined 11 years. 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 business-owner transition planning. The firm utilizes proprietary research and planning tools to deliver tailored recommendations, with clients deciding how to implement them through brokerage or advisory programs.

Vincent Parrett is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for seven years before joining Wells Fargo in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a comprehensive range of financial planning services, including specialty areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored recommendations.

Anne Benson is a financial advisor at Wells Fargo Advisors with a Series 66 designation and three years of industry experience. Her prior work history includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Northwestern Mutual Investment Services, Merrill Lynch Wealth Management, and a position with the United States Senate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Julian Igbaroola is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds the Series 66 designation and has worked in several roles, including positions at Wells Fargo Clearing and GrillMarx. Julian is also involved with Olney Station, where he has been active since 2019. 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 range of planning services and integrates advisory services with other financial products and referral channels.