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Oak Brook, IL

Brian Magnan

Director at Wells Fargo Advisors Financial Network, LLC

Years of Experience: 33

Specialties and Expertise

Retirement Income
Business Ownership Strategies
Succession Planning
+5

Typical Clientele

Business Owners
Corporate Executives
Entrepreneurs
+5
Services Provided
  • Retirement Planning
  • Business Retirement Solutions
  • Estate Planning Strategies
Pricing Models
  • Fees and Commissions Information
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Rochester, NY

David Germano

Managing Director at Modern Wealth Management

Years of Experience: 26

Specialties and Expertise

High Net Worth Planning
Philanthropic Planning and Giving
Retirement Income
+1

Typical Clientele

Dentists
Divorcees
Doctors
+2
Services Provided
  • Investment Management
  • Estate Planning Strategies
  • Insurance
Pricing Models
  • AUM
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Boca Raton, FL

Bennett Gordon

Financial Advisor at Wells Fargo Advisors Financial Network, LLC

Years of Experience: 28

Specialties and Expertise

Business Ownership Strategies
Succession Planning
Portfolio Construction
+2

Typical Clientele

Business Owners
LGBTQ+
Inheritors
+4
Services Provided
  • Investment Management
  • Retirement Planning
  • Estate Planning Strategies
Pricing Models
  • Fees and Commissions Information
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Glidden, IA

Jeremiah Johnson

Managing Director at Modern Wealth Management

Years of Experience: 11

Specialties and Expertise

Cash Flow Analysis
Debt Management
High Net Worth Planning
+2

Typical Clientele

1st Generation Americans
Attorneys & Paralegals
Business Owners
+12
Services Provided
  • Investment Management
  • Estate Planning Strategies
  • Insurance
Pricing Models
  • AUM
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McLean, VA

Peter Russo

Managing Director - Investments at Wells Fargo Advisors

Specialties and Expertise

Business Ownership Strategies
High Net Worth Planning
Portfolio Construction
+2

Typical Clientele

Business Owners
Corporate Executives
Entrepreneurs
+1
Services Provided
  • Business Retirement Solutions
  • Estate Planning Strategies
  • Investment Management
Pricing Models
  • Fees and Commissions Information
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Norfolk, VA

Colette Kolanko

Senior Principal at Cerity Partners

Years of Experience: 20

Specialties and Expertise

Cash Flow Analysis
College Planning
Philanthropic Planning and Giving
+4

Typical Clientele

Business Owners
Corporate Executives
Divorcees
+4
Services Provided
  • Investment Management
  • Tax Planning
  • Estate Planning Strategies
Pricing Models
  • Flat Fee
  • AUM
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FLORHAM PARK, NJ

Michael Rosenberg, RFC, CPFA

Managing Director and Founder at Diversified Investment Strategies, LLC

Years of Experience: 43

Specialties and Expertise

Tax Minimization Investment Strategies
Retirement Income
Portfolio Construction
+12

Typical Clientele

Retirees
Business Owners
Doctors
+22
Services Provided
  • Retirement Planning
  • Tax Planning
  • Financial Planning
Pricing Models
  • AUM
  • One Time Fee
  • Hourly Fee
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Lenexa, KS

Hayden Pudenz

Associate Advisor at Modern Wealth Management

Years of Experience: 3

Specialties and Expertise

Cash Flow Analysis
College Planning
Philanthropic Planning and Giving
+4

Typical Clientele

Government Contractors
Healthcare Workers
Inheritors
+4
Services Provided
  • Investment Management
  • Tax Planning
  • Estate Planning Strategies
Pricing Models
  • AUM
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