Chatham, NJ 26 Main St Office

Viviana Santiago is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank. She also owns St James Wealth Management, a financial practice based in West Caldwell, NJ. 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 planning services, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Jeffrey Yoanides is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also owns and operates a financial services business, Jeffrey Yoanides, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, using Wells Fargo research and planning tools to develop tailored recommendations. The firm offers a broad range of planning services that address diverse client needs, including specialized areas such as business-owner transition planning and special-needs analysis.

Gerard Scorziello is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He has held positions at A. G. Edwards & Sons, Inc., Morgan Stanley DW Inc., and Wells Fargo Clearing prior to his current role. Outside of his advisory work, he serves as a board member on the City of Clifton Board of Adjustment and works as a wine consultant for the Flow Wine Group. 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 that include cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm integrates advisory services with other financial products and referral channels.

Daniel Scheine is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials. He has been with Wells Fargo Advisors since 2025 and has prior experience in real estate and financial planning roles at several firms, as well as teaching positions at the University of Delaware. 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, delivering tailored recommendations through meetings and written summaries.

Gail Miller is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and over 42 years of industry experience. She has worked at Wells Fargo Advisors since 2022 and was previously with Wells Fargo Clearing and Morgan Stanley DW Inc. Miller is a 50% owner of Miller Wealth Managers, LLC, a financial practice based in Hackensack, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides various specialized planning services and integrates advisory offerings with other financial products and referral channels.

Michael Healey is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes nine years at Wells Fargo Clearing and a year at Prudential Equity Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing Wells Fargo’s research and tools to develop tailored recommendations across a broad range of planning needs.

Jason Perez is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. His prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley Dw Inc. Outside of his advisory role, he serves as treasurer for the Springfield Basketball Association and owns two private companies focused on financial and tax services. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes retirement, education, risk, and wealth-transfer planning. The firm offers tailored recommendations supported by proprietary research and planning tools, integrating advisory services with other financial products and referral channels.

Howard Miller is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2022. Outside of advising, he co-owns Spyder Web Enterprises, a technology support and consultation 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, including specialized services such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Arleatha Williams is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her previous roles include positions at UBS Financial Services and Prudential Equity Group. Outside of finance, she is engaged in voiceover work and serves as a divorce coach. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu tailored to clients meeting a net-worth threshold, utilizing its research, planning tools, and integrated advisory and brokerage platforms.

Eric Eskridge is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 credential and previously worked at UBS for 11 years before joining Wells Fargo Advisors. 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 and integrates advisory services with other financial products and referral channels.

Daniel Coughlin is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He holds a Series 63 designation and operates Daniel Coughlin LLC as an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services, offering a wide range of planning options and tailored recommendations supported by Wells Fargo research and tools.