Wilmington, DE Centre Rd Office

Donald Stegall is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Dennis Valentino is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he serves on the board of a condominium association and holds trustee positions for multiple 401(k) plans. 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 including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.

Coty Schnake is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at notable firms including Citizens Securities and Morgan Stanley. Outside of finance, Schnake is an independent personal trainer who writes training and diet guidelines and has experience as an actor performing background work and minor speaking roles. 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 and integrates advisory with other financial products, providing tailored investment recommendations through its network of advisors.

Larry Lincoln is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, RBC Capital Markets, and City National Bank. He is also the owner of Rose Financial LLC, an investment-related business. 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 wide range of financial planning services and develops tailored recommendations using Wells Fargo research and planning tools.

Irina Khaliava is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors for the past 12 years. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Brady Mc Govern is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. His background includes various roles at Gettysburg College and other organizations. 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 address topics from cash flow and retirement to specialized areas such as business-owner transition and special-needs planning.

Larry Murphy is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS Financial Services and Wells Fargo Clearing before joining Wells Fargo Advisors Financial Network in 2021. He also owns and operates Murphy Wealth Management. 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 specific net-worth criteria.

Robert Wadleigh is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked with 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, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with planning engagements generally structured as discrete projects.

Cassandra Queen is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Wells Fargo Advisors and has previously worked at Stonecrop Wealth Advisors, Compass Ion Advisors, and APW Capital, Inc. Outside of her advisory role, she is the founder and president of the Pinnacle Tournament Team Family Organization, a nonprofit supporting amateur karate athletes in domestic and international competition. 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 and utilizes Wells Fargo’s research and tools to develop tailored recommendations, with clients choosing how to implement them through various brokerage or advisory programs.

Lori Earley is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. She previously worked for 16 years at Ziv Investment Company. Lori owns EARLEY LEGACY LLC, a separate business activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Joseph Durney Jr. is a CFP® professional with 19 years of industry experience, currently serving with Wells Fargo Advisors since 2014. He is based in Wilmington, DE, and holds Series 63 and Series 65 licenses. In addition to his work at Wells Fargo Advisors, he holds ownership interests in multiple investment-related businesses, including Beartooth Investments, LLC and Heirloom Affiliate Management LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools. The firm provides a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, delivered through a network of financial advisors.

Justin Czerwinski is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting professionals and business owners who are entering their peak earning years and individuals nearing retirement. His client focus includes employee benefits planning, family wealth management strategies, retirement income, and small business strategies, among other areas. Justin holds a Bachelor's Degree from Goldey-Beacom College and has earned a number of professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes values such as honesty, integrity, and reputation in his professional approach. Beyond his professional work, Justin is involved in community organizations including Beds4Vets and the Hockessin Historical Society. His personal interests include golfing, music, running, and spending time with his family.

Autumn Vernon is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding a Series 66 designation and one year of industry experience. Prior to her financial advisory career, she served in the United States Airforce for 21 years. Outside of advising, she has partial ownership in a land conservation and vehicle storage business and a sailboat charter company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and tailored recommendations supported by firm research and tools.

Patrick Dougherty is a financial advisor with Wells Fargo Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Wells Fargo Advisors since 2016 and briefly worked at Portfolio One New York, LLC prior to that. Outside of his advisory role, he serves on the board of trustees for the Robert Carwithen Music Foundation, participating in scholarship selection and meeting preparation. 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 institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations based on proprietary research and tools.

Vincent Gulotti III is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He joined Wells Fargo Advisors Financial Network LLC in 2020, following roles at Chatham Bay Group and Grace Inspired Ministries. Gulotti is also involved in investment-related business activities through partial ownership in multiple investment advisory firms in Wilmington, DE. 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 using proprietary research and tools, with optional implementation through brokerage or advisory programs.