Forbes Group Photo

Our Team

We are honored to announce that Pathway Wealth Management Group of Wells Fargo Advisors (formerly The Schlackman, Weintraub & Zamat Wealth Management Group of Wells Fargo Advisors) has been recognized as one of the 2026 Forbes Best-in-State Wealth Management Teams!

Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.

Jonathan D. Schlackman

Executive Director
Managing Director - Investments

Alan S. Weintraub

Senior Financial Advisor
Managing Director - Investments

Joshua D. Zamat

Senior Financial Advisor
Managing Director - Investments

Bari N. Bridges, CFP

Senior Financial Advisor
First Vice President - Investments

Albert Hecht

Financial Consultant
Assistant Vice President - Investments

Linda B. Hodges

Financial Consultant

Peter T. Pham, RICP

Senior Registered Client Associate

Kathryne Jenkins

Client Associate

...

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). Award Disclosures  https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm