Naperville, IL Westings Avenue Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

17

Of 4,147 advisors across 1,134 offices

Location

2056 Westings Avenue, Ste 540

Naperville IL 60563

Advisors at this office

17

Advisors at this office

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Laura T

CFP®, Series 63, Series 66

Naperville, IL

Wells Fargo Advisors

Laura Toms is a CFP®-designated financial advisor with 29 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2023, following prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory work, she holds ownership interests in Great Lakes Asset Management LLC and Elesty LLC, both investment-related businesses based in Naperville, IL. 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 investment and financial planning services, utilizing proprietary research and planning tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Chris A

Series 66, Series 65

Naperville, IL

Wells Fargo Advisors

Chris Ambrose is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at Merrill Lynch/Bank of America, JP Morgan Securities, and Bankers Life Advisory Services. 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 institutions. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Mark M

CFP®, Series 63, Series 65

Naperville, IL

Wells Fargo Advisors

Mark Musaraca is a CFP®-certified financial advisor with 40 years of industry experience, currently serving at Wells Fargo Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning over 13 years. Outside of his advisory work, he is involved in several investment-related ventures, including ownership in agricultural and financial entities. 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 institutions. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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James B

Series 63

Naperville, IL

Wells Fargo Advisors

James Brown is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding a Series 63 designation and 38 years of industry experience. He has worked with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he serves as a director on the board of his condominium association and has been involved with Visitation Catholic Church since 1978. 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 tailored recommendations using proprietary research and planning tools, supporting a broad range of planning needs including retirement, education, and specialized services such as business-owner transition and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Donald N

Series 63, Series 65

Naperville, IL

Wells Fargo Advisors

Donald Nelson is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes over a decade within various Wells Fargo entities since 2009. Outside of advising, he is a founder of a nonprofit providing scholarship grants to community ministries and holds ownership interests in several business ventures, including manufacturing and horse trading. 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 tailored to clients meeting certain net worth criteria, integrating advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matthew D

CFP®, Series 65, Series 63

Naperville, IL

Wells Fargo Advisors

Matthew Deboer is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He previously worked at Wells Fargo Clearing Services, LLC and Calamos Financial Services LLC. Outside of his advisory role, he serves as treasurer for the National Association of Anorexia Nervosa and Associated Disorders, assisting in budget preparation. 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, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Charles N

Series 66

Naperville, IL

Wells Fargo Advisors

Charles Nunley is a financial advisor at Wells Fargo Advisors in Naperville, IL, holding a Series 66 designation with four years of industry experience. His work history includes positions at Wells Fargo Clearing Services, BDO USA LLC, and Sheffield & Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Philip H

Series 63, Series 65

Naperville, IL

Wells Fargo Advisors

Philip Harwood is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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, including specialized areas such as business-owner transition and special-needs analysis, leveraging Wells Fargo research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jennifer G

Series 63, Series 65

Naperville, IL

Wells Fargo Advisors

Jennifer Grzeskiewicz is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include seven years with First Trust Advisors L.P. and eleven years at Advisors Asset Management, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with a range of financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jason S

Series 63, Series 65

Naperville, IL

Wells Fargo Advisors

Jason Stallmann is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked within various Wells Fargo entities from 2009 onward. Stallmann also has ownership interests in two investment-related firms based in Illinois. 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 institutions, employing a broad planning menu and utilizing proprietary research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Dustin H

Series 66

Naperville, IL

Wells Fargo Advisors

Dustin Husarik is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding a Series 66 designation and bringing nine years of industry experience. His career includes multiple roles within Wells Fargo entities as well as a position at DeVry University. 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 investment and financial planning services, utilizing Wells Fargo’s research and tools to develop tailored recommendations across various specialized planning areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Amy L

Series 63, Series 65

Naperville, IL

Wells Fargo Advisors

Amy Lanenga is a financial advisor with Wells Fargo Advisors based in Naperville, IL. She holds Series 63 and Series 65 licenses and has 36 years of experience in the industry. Her career includes multiple roles within Wells Fargo entities since 2009. 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 planning menu and integrates advisory services with other financial product offerings through a network of financial advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Tiffany M

Series 66

Naperville, IL

Wells Fargo Advisors

Tiffany Magnan is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2016, including time at Wells Fargo Clearing prior to her current role. 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 who meet certain net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Martina B

Series 66

Naperville, IL

Wells Fargo Advisors

Martina Beckford is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates, Noyes Advisors LLC, and David A. Noyes & Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Brian M

CFP®, Series 63, Series 65

Naperville, IL

Wells Fargo Advisors

Brian Magnan is a CFP®-credentialed financial advisor with 33 years of industry experience. He is currently with Wells Fargo Advisors in Naperville, IL, having worked at various Wells Fargo entities since 2009. 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 employs a broad planning menu for clients meeting net-worth thresholds and integrates advisory services with a range of financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
View complete list of advisors at this office
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