Rochester, NY Titus Ave Office

Anthony Ortiz is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016. Outside of his advisory role, Ortiz has ownership interests in The Captiva Group, LLC, and The JP Anthony Group Inc., both investment-related entities. 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. The firm offers a broad range of financial planning services and investment options, integrating advisory services with other financial product offerings and referral channels.

Charles Vesely is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers 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 flexible implementation options across brokerage and advisory programs.

Patrick Sullivan is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Rochester, NY. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Debby Mellenger is a financial advisor at Wells Fargo Advisors in Rochester, NY, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. 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, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored client recommendations.

Jonpaul Penner is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Penner serves as treasurer for the St. Paul Blvd. Fire Association Inc., a volunteer fire department organization in Rochester. 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 institutions. The firm offers a broad range of planning services using its own research and tools, with clients able to implement recommendations through various brokerage and advisory programs optionally.

Derek Pinelli is a financial advisor at Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that 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 clients choosing how to implement recommendations through brokerage or advisory programs.

Sean Keller is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and six years of industry experience. His career includes roles at Livingston International, State Farm Insurance, and two periods of self-employment. Outside of advising, he operates an e-commerce business supplying survival kits and streams video games on Twitch. 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 tailored to clients meeting a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

Pace Sorscher is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing and has experience in various roles, including as a paramedic at Rockland Mobile Care since 2018. Outside of finance, he is active as a notary public and has worked as a background actor for Central Casting. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad range of planning options supported by Wells Fargo research and tools. The firm serves clients meeting certain net-worth criteria, with tailored recommendations delivered through discrete planning engagements and optional implementation through brokerage or advisory programs.

Robert Coombs is a financial advisor at Wells Fargo Advisors in Rochester, NY, with 47 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he has ownership interests in two investment-related businesses, The Captiva Group LLC and The Coombs Group, Inc. 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 with tailored recommendations supported by Wells Fargo’s research and planning tools.

Brian Ginty is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Vanderbilt Securities for 21 years and OSAIC for 4 years. Ginty is a board member of Ulster Federal Credit Union and president of Hudson Valley Financial Services, which offers financial advising and tax preparation services. He also coaches a girls lacrosse team. 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 niche areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to deliver tailored recommendations, with implementation available through multiple programs and channels.

Frederick Spagnola is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2026. 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 tailored to clients who meet certain net-worth thresholds, using proprietary research and planning tools to develop recommendations.

Bruce Sears is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Janney Montgomery Scott and RBC Capital Markets Corporation. Outside of his advisory work, he is involved in a solar panel land lease and a spouse’s furniture-making business in Skaneateles, NY. 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 using proprietary research and tools. The firm integrates advisory services with other financial products and referrals across a large network of advisors.

Jerod Macko is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Merrill. He also owns and operates Macko Financial Group, LLC, an investment-related business in Syracuse, NY. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. Advisors use firm resources and planning tools to develop tailored recommendations, offering clients a choice in how to implement those strategies through brokerage or advisory programs.

Carolyn Tuckerrubado is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering areas such as retirement, education, risk, and wealth-transfer planning.

Jon Vallaro is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.