About Us
Our Mission
We aim to bring tranquility and quality of life to each and every one of our clients. With almost six decades of wealth management experience in even the most challenging markets, we possess the expertise to enhance your sense of confidence. We combine the resources of one of the nation’s largest financial institutions, Wells Fargo Advisors Financial Network, with a personalized approach to wealth management. Unlike computer software programs, we manage each client’s account individually, recognizing that no two portfolios are the same.
Quality of life is how you define it! We love learning what quality of life means to you – your dreams, hopes, and aspirations for you and your family. Yellowstone Wealth Management believes individual management & true client discovery is the only way we can tailor a portfolio that is designed to help you experience peace of mind and quality of life.
Meet Our Team
Steven Esposito
President, Managing Partner
For Steven Esposito, wealth management goes far beyond just being a profession. It’s a hallowed responsibility he and his team take seriously. He understands that the advice and guidance that he provides can determine whether or not his clients can truly experience peace of mind and quality of life along the way, with the goal of obtaining of the life they envision for themselves and their loved ones. He pioneered Yellowstone Wealth Management to restore the lost art of personalized wealth management to an industry that has adopted an assembly line mentality. Simply put, Steven believes software-based financial planning cannot truly craft a personalized portfolio that takes into consideration your unique circumstances. That’s why he creates and oversees every. single. portfolio individually!
Melissa Esposito
Director of Client Services & Partner
Melissa grew up in the northern suburbs of Chicago and attended Arizona State University. She has diverse work experience prior to joining Yellowstone Wealth Management as Director of Client Services & Partner, that includes a career in modeling and as a small business owner.
Melissa’s true passion is her family: She has been married to Steven for over 20 years and together raised their two children in suburban Illinois. Melissa also loves spending time with her dog Charlie and supporting local charitable causes.
Gregory Wells
Chief Operating Officer
Greg grew up in Northern Indiana and received his bachelor’s degree in management with a concentration in Finance from Manchester College in Indiana. He started in the business in 1989 after passing his FINRA Series 7 registration and then obtaining his FINRA Series 8,9,24,63 & 65 registrations.
He has 35 years of experience in the industry before he joined Yellowstone Wealth Management as the Chief Operating Officer. The prior 25 years he spent at Wells Fargo Advisors working his way up from governance manager to the regional governance manager for the Midwest Division and then the Eastern Division.
Outside of work, Greg enjoys spending time with his wonderful wife Denise, their two boys Zak and Tyler, and their dog Dierks. Greg loves to travel and spend time at the beach or the pool with his family and friends.
Sandra Berklan
Senior Client Service Associate
Sandy joined Yellowstone Wealth Management in 2024 as a Senior Client Service Associate, bringing with her a wealth of experience in the financial industry. She graduated from Saint Mary’s College in Notre Dame, IN, with a BBA in Finance and Accounting and began her career as a Bank Examiner for the Federal Deposit Insurance Corporation. Prior to joining Yellowstone, she worked as a Client Associate with a financial advisor for fourteen years.
Outside of work, Sandy likes spending time with her family, enjoying her heritage by playing and dancing with a Croatian folk group, and cheering on the Notre Dame Fighting Irish football team.
Josh Garland
Client Services Associate
Josh grew up in Deerfield Illinois and has recently earned his bachelor’s degree from Bradley University in business finance. In college, he got an economics/finance department academic excellence award which was given to graduating students who earned the highest academic honors. In July of 2024, he started his career as a client service associate at Yellowstone Wealth Management.
Josh is part of a big family of six with two loving parents, Jeff and Lee, as well as three younger siblings Jesse, Zach and Max. Outside of work, Josh also has a profound interest in sports and has played basketball throughout his whole life. In addition, he enjoys strategy-inducing things including puzzles, statistics, and chess.
Michael Esposito
Client Services Associate
Michael joined Yellowstone Wealth Management as a Client Services Associate in 2025. He grew up in Illinois and attended High Point University in North Carolina, graduating in 2017 with a bachelor’s degree in business administration.
Prior to joining Yellowstone Wealth Management, Michael spent five years as a project manager with a medical supply startup that focused on secure overseas sourcing and played a key role in reshoring domestic manufacturing during the COVID-19 Pandemic. He also worked as Chief of Staff at the American Conservation Coalition, a leading advocate on energy and environmental issues.
Outside of work, Michael enjoys spending time with his family, friends, and dog Wrigley. He also devotes time as a volunteer on an initiative that organizes Kappa Alpha Order chapters in an effort to fundraise to provide track chairs for catastrophically wounded veterans to improve their mobility and independence.
Stephanie Esposito
Chief Operating Officer & Managing Partner
As the Chief Operating Officer, Stephanie Esposito never, ever forgets why she has a job – the wonderful clients at Yellowstone Wealth Management. She pairs Yellowstone’s small-firm cordiality with world-class resources to provide a streamlined operational experience for both the advisors and clients. Peppy as she is professional and unafraid to take on any new task, Stephanie lifts up everyone who crosses her path!
For more than a decade at Morgan Stanley, Stephanie built talents for managing accounts, troubleshooting client issues, and interfacing with financial technology. After noticing the larger wirehouses were becoming less and less connected to the people they were serving, she joined with her father Steven to pioneer Yellowstone and hasn’t looked back since. If Steven’s personalized management style and industry expertise are at the head of Yellowstone, Stephanie’s passionate heart and cheerful demeanor are at the heart of Yellowstone.
Kate Baness
Director of Client Experience
Kate Baness knows that it takes critical thinking, persistence, and patience to uncover the path to success in the world of investment planning. In her role as Director of Client Experience at Yellowstone Wealth Management, she puts her belief that people should have honest, reliable, and fair resources to tackle life’s toughest challenges into practice. Kate draws on her expertise in relationship building towards the goal of Yellowstone’s mission – provide actually-individualized plans, white-glove service, and clear understanding in everything they do.
Before discovering a higher standard at Yellowstone, Kate gained experience in strategizing and pulling resources together for the clients’ benefit at the Walgreens Boot Alliance (corporate) as well as Northwestern Mutual. She keeps a level head in fraught situations, has a compulsion to solve problems, and is passionate about providing the clients with comprehensible financial education. In addition to all this, she also holds a BS in Business Administration from Valparaiso University and her Series 7 & 66 securities registrations.
Samantha Finckle
Client Service Associate
Samantha Finckle is Yellowstone Wealth Managements newest addition to the team. With a robust background in the customer service industry, Samantha brings a wealth of experience and expertise to help ensure client satisfaction. Over the years, she has honed her skills in effective communication, problem resolution, and cultivating positive customer relationships. Her track record includes successfully navigating complex service scenarios and implementing innovative solutions. Recognized for outstanding performance and commitment to excellence, she is dedicated to delivering exceptional customer experiences. Join her on a journey where customer satisfaction is not just a goal, but a standard.
Beyond the workplace, Samantha seeks new opportunities for adventure and enjoys time in nature. From hiking Devil’s Bridge in Arizona to spending time with elephants in Thailand, she finds happiness in exploring the worlds greatest treasures. Not only does she have a heart for exploration, but has an even bigger love for all animals especially her dog Faith. Samantha is excited to be joining our team and looks forward to building strong relationships with all of Yellowstone’s amazing clients.
Melissa Esposito
Lorem Ipsum
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. A condimentum vitae sapien pellentesque habitant morbi tristique senectus. Venenatis tellus in metus vulputate eu scelerisque felis imperdiet. Neque sodales ut etiam sit amet. Elementum facilisis leo vel fringilla est ullamcorper eget nulla. Non enim praesent elementum facilisis leo vel. Eu volutpat odio facilisis mauris sit. Nisl tincidunt eget nullam non nisi est sit. Diam volutpat commodo sed egestas egestas fringilla phasellus. Mattis ullamcorper velit sed ullamcorper morbi tincidunt ornare. Amet nisl purus in mollis nunc. Netus et malesuada fames ac turpis egestas sed tempus urna. Feugiat vivamus at augue eget. Turpis egestas sed tempus urna et pharetra. Diam volutpat commodo sed egestas egestas fringilla phasellus faucibus scelerisque. Fringilla ut morbi tincidunt augue interdum velit. Volutpat lacus laoreet non curabitur gravida arcu ac tortor dignissim. Arcu ac tortor dignissim convallis aenean et tortor at. Id eu nisl nunc mi ipsum faucibus. At varius vel pharetra vel turpis nunc eget.