Michael Harris is a Series 65 licensed financial advisor with Wells Fargo Investment Institute, Inc., based in Charlotte, NC. He has three years of industry experience and has worked at Wells Fargo Investment Institute since 2021, following five years at Wells Fargo Bank and a brief tenure at BJ's Wholesale Club Holdings. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm’s work is organized into specialized divisions that produce research and model portfolios for affiliated and some non-affiliated advisers.

Joseph Buffa is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors Financial Network LLC. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm delivers specialized research and model guidance without exercising investment discretion or holding custody of client assets.

Christina Sculley is a financial advisor at Wells Fargo Investment Institute, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has previous work experience at FactSet Research Systems and Goldman Sachs. Wells Fargo Investment Institute is a bank-affiliate research and advisory organization that provides manager due diligence, securities research, asset allocation guidance, and model portfolios primarily for Wells Fargo’s wealth and fiduciary businesses. Its team-based approach uses qualitative and quantitative analysis along with proprietary forecasting tools to support non-discretionary investment recommendations.

Alexander Houston is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding a Series 65 designation. He has been in the industry since 2025, with prior experience at Sterling Investment Counsel in the same year. Outside of finance, he has been involved with sports organizations, including the Pueblo Bulls Hockey Club and Midwest Knights Sports Group, and has an affiliation with Canisius University. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses, along with select external clients. The firm’s work is divided among specialized divisions focused on manager research, securities analysis, asset allocation, and portfolio management, offering research and model guidance rather than direct investment management.

Steven Majoris is a financial advisor at Wells Fargo Investment Institute, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked for Advisors Asset Management, Inc. for 11 years. He is based in Charlotte, NC. Wells Fargo Investment Institute (WFII) provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm delivers research and model guidance without exercising investment discretion or holding custody of client assets.

Marshall Stuckey is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. since 2021. He has been with Wells Fargo since 2006, based in Charlotte, NC. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm’s specialized divisions deliver equity and fixed-income analysis, manager research, and model portfolio solutions without exercising investment discretion or holding custody of client assets.

Daniel Meehan is a financial advisor at Wells Fargo Investment Institute, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s research is organized across specialized divisions and emphasizes impersonal research and model guidance rather than direct investment discretion.

Jonathan North is a Series 65-licensed financial advisor with Wells Fargo Investment Institute, Inc., based in Minneapolis, MN. He has been with Wells Fargo Investment Institute since 2021 and has a total of four years of industry experience. Prior to that, he has worked with Wells Fargo Bank since 2013. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s work is divided across specialized divisions that support affiliated and non-affiliated advisers through research and model portfolio guidance.

Daniel Oconnell is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Investment Institute, Inc. in Dallas, TX. He has worked at Wells Fargo Private Bank since 2015 and joined Wells Fargo Investment Institute in 2021. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm focuses on delivering research and model guidance rather than exercising investment discretion or holding custody of client assets.

Benedict Wong is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and has worked at Wells Fargo since 2003. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, along with select external clients. The firm’s work is divided among specialized divisions that deliver impersonal research and model guidance rather than exercising investment discretion or holding client assets.

Gregory Nassour is a CFA® charterholder with four years of industry experience currently serving at Wells Fargo Investment Institute, Inc. He has worked at Wells Fargo since 2019 and previously spent 26 years at Vanguard. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm’s specialized divisions produce equity and fixed-income analysis, conduct third-party manager due diligence, and develop non-custom model portfolios primarily for affiliated users.

Andrew Turner is a CFP®-credentialed financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He previously worked at Investure, LLC and held multiple roles within Wells Fargo, including Wells Fargo Securities and Wells Fargo Investment Portfolio - Reinsurance. Earlier in his career, he was employed by The Vanguard Group, Inc. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its research and strategy teams produce impersonal, non-discretionary advice used by affiliated entities for implementation.

Bruce Warren is a CFA® charterholder based in Charlotte, NC, with four years of industry experience. He has worked at Wells Fargo Investment Institute, Inc. since 2021 and previously held roles at Wells Fargo and Columbia Threadneedle (Ameriprise). Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm operates through specialized divisions that deliver research and model guidance without exercising investment discretion or holding custody of client assets.

Nicholas Negrini is a financial advisor with Wells Fargo Investment Institute, Inc. He holds Series 65 and Series 66 licenses and has seven years of industry experience, including five years with Wells Fargo Wealth Management. He is based in Minneapolis, MN. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides manager due diligence, securities research, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. The institute delivers impersonal, non-discretionary model portfolios and research developed through team-based qualitative and quantitative analysis for internal and limited external use.

Brendan O'Sullivan is a financial advisor at Wells Fargo Investment Institute, Inc. in Minneapolis, MN, holding a Series 65 designation with four years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and previously worked at Wells Fargo Wealth Management from 2010 to 2021. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm focuses on delivering research and model guidance rather than exercising investment discretion or holding custody of client assets.

Jeremiah John is a financial advisor with Wells Fargo Investment Institute, Inc., holding a Series 65 designation and four years of industry experience. He has been with Wells Fargo Investment Institute since 2021 and has worked at Wells Fargo Bank since 2004. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm specializes in delivering research and model guidance without exercising investment discretion or holding custody of client assets.

Andrew Kulinski is a financial advisor at Wells Fargo Investment Institute, Inc. in Charlotte, NC, holding the Series 65 and Series 63 licenses with three years of industry experience. His career includes roles across several Wells Fargo entities as well as The Vanguard Group and Ally Invest Securities. Outside of finance, he has work experience in the hospitality industry including positions at Duckworth's Bar and Grill and Ghengis Grill. Wells Fargo Investment Institute is an SEC-registered, bank-affiliated advisory and research organization that provides due diligence, securities research, asset-allocation guidance, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its services are delivered through team-based research and analysis, supporting affiliates who implement investment strategies on a discretionary basis.

Robert Schwartz is a Series 65-licensed financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He previously worked at Federated Investment Counseling and Federated Hermes Inc. among other firms. Schwartz serves as a board member and MBA partner for 99 Tartans, an organization involved in investment-related activities. Wells Fargo Investment Institute is a bank-affiliated advisory and research organization that provides investment research, manager due diligence, and asset allocation guidance primarily to Wells Fargo wealth and fiduciary businesses. Its model portfolios and allocation advice are delivered for implementation by affiliate entities, supported by team-based qualitative and quantitative research across multiple asset classes.

George Rusnak is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Wells Fargo Investment Institute, Inc. He has been with Wells Fargo since 2007, including 14 years at Wells Fargo Bank NA and five years at the Investment Institute. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses and select external clients. The firm operates through specialized divisions focused on manager research, securities analysis, asset allocation, and portfolio management, offering research and model guidance rather than direct investment discretion.

Melissa Whalen is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. She holds a Series 65 designation and has been with Wells Fargo Investment Institute since 2021, following a 13-year tenure at Wells Fargo. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm focuses on delivering research and model guidance without exercising investment discretion or holding custody of client assets.