Jacksonville Beach, FL Office

Evan Dillman is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation. Prior to joining Wells Fargo Advisors in 2026, he was associated with Merrill and Bank of America N.A. from 2015 to 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Jennifer Ferguson is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds a Series 66 designation and has worked in various roles within Wells Fargo entities since 2014. 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 range of planning services using proprietary research and tools, with an integrated approach that includes banking, lending, and trustee services.

Derek Deloreto is a CFP® professional with 28 years of experience in the financial industry. He is currently with Wells Fargo Advisors, where he has worked since 2024, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He holds ownership interests in two investment-related ventures based in Florida. 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 that cover various specialized areas and uses Wells Fargo research and planning tools to develop tailored client recommendations.

Marlene Domini is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at UBS Financial Services and various Wells Fargo entities dating back to 1999. She is also the owner of Salt Air Sweet Life LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services that cover a broad range of needs, including retirement, education, and specialized planning areas. Advisors use firm research and planning tools to develop tailored recommendations, with clients deciding how to implement them through the firm’s brokerage or advisory programs.

David Posey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 wide range of planning services using proprietary research and tools, with discretionary implementation options through its various brokerage and advisory programs.

Kimberly Dupont is a financial advisor with Wells Fargo Advisors in Jacksonville Beach, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC dating back to 2013. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, delivering discrete planning engagements that cover areas such as retirement, education, risk management, and specialized needs like business-owner transition and special-needs planning.

Melanie Rudolph is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2012 and 2024. Outside of her advisory role, she owns and manages an LLC that handles administrative tasks for another business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes niche services requiring specific advisor credentials. The firm uses proprietary research and tools to develop tailored recommendations, with clients choosing how to implement them through various brokerage and advisory programs.

David Goldstein is a financial advisor with Wells Fargo Advisors based in Jacksonville Beach, FL, holding Series 63 and Series 65 designations and having 28 years of industry experience. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a 50% owner of Salt Air Wealth Management LLC and fully owns Salt Air Gold LLC, both investment-related ventures. 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, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce.

Gresa Gostivari is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Bank, N.A. for eleven years. Wells Fargo Advisors Financial Network is a large firm 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 special-needs planning, using proprietary research and tools to develop tailored recommendations.