Westfield, NJ Cardinal Drive Office

Edward Band is a CFP®-certified financial advisor with 37 years of industry experience, currently serving at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and Banc of America Investment Services. He acts as a trustee for a charitable remainder trust associated with his family. 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 and integrates advisory services with other financial products and referral channels.

Thomas Blunda is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at LPL Financial, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Credit Suisse First Boston 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 planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, integrating advisory services with other financial products and referral channels.

Linda Gaucher is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. 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, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools.

Nicholas Trombetta is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Banc of America Investment Services, and Quick & Reilly. 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 recommendations supported by proprietary research and tools.

Ronald Portnoi is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Wells Fargo entities since 2016 and has ownership interests in investment-related firms HUB Advisors LLC and RBP Financial Services LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm combines advisory services with other financial products and offers tailored recommendations supported by Wells Fargo research and planning tools.

John Masotti is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Merrill. He has ownership interests in HUB ADVISORS, LLC and JRM FINANCIAL SERVICES, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with other financial products, providing varied planning options through a network of financial advisors.

Paul Costello is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its related entities since 2016, aside from a brief retirement in 2023-2024. He is the owner of PLC Consulting LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients who meet a net-worth threshold. The firm utilizes proprietary research and planning tools to develop recommendations, providing a broad range of planning solutions including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning.

John Piszko is a CFP® professional with 26 years of industry experience, currently serving with Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing, Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. He holds ownership interests in HUB Advisors, LLC and JMP Financial Services Corp, both investment-related activities. 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 tailored to clients meeting specific net-worth criteria, using proprietary research and tools to develop customized recommendations.

Nicole Mochnal is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 27 years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with banking, lending, and trustee services.

Daniel Rispoli is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wells Fargo in various capacities since 2016. Outside of his advisory role, he operates an online business buying and selling game and sports trading cards. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Kevin Mcaloon is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Advisors since 2023 and previously at Wells Fargo Clearing and Chase Investment Services Corp. Outside of his advisory role, he serves as treasurer of the Crestview Swim Club, managing budgeting and cash flow. 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 institutions. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Peter Costello is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Advisors and its related entities since 2016. Outside of his advisory role, he has ownership interests in two investment-related businesses based in Westfield, New Jersey. 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 institutions. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.