Brian Heath is a Series 65-licensed advisor with Wells Fargo Investment Institute, Inc., where he has worked since 2019. He has a total of three years of industry experience and was previously employed at Wells Fargo from 1999 to 2021. 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 research supports affiliated advisory and fiduciary divisions through specialized teams focused on manager research, securities analysis, asset allocation, and portfolio management.

Matthew Vannelli is a CFA® charterholder and Series 63 licensee with experience at Citadel from 2012 to 2024 before joining Wells Fargo Investment Institute, Inc. in 2026. He is based in Charlotte, NC, and has been with Wells Fargo Investment Institute for one year. 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 firm’s model portfolios and research outputs support affiliated entities, leveraging quantitative and qualitative analysis alongside proprietary forecasting tools.

Ryan Shaw is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked in wealth management at US Bank NA for ten years. 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 supports Wells Fargo Advisors and fiduciary divisions, offering model guidance without exercising investment discretion or holding custody of client assets.

Scott Warner is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Nuveen Asset Management and Nuveen Securities. Wells Fargo Investment Institute is a bank-affiliate research and advisory organization that provides model portfolios, asset allocation guidance, and securities research primarily to Wells Fargo wealth and fiduciary businesses. Its services are generally non-discretionary and team-based, combining qualitative and quantitative analysis to support affiliate investment decisions.

Bradley Kearns is a financial advisor with Wells Fargo Investment Institute, Inc., holding Series 65 and Series 63 credentials and eight years of industry experience. His work history includes multiple roles within Wells Fargo entities as well as positions at Millennium Advisors, LLC and Fxcm. Wells Fargo Investment Institute is a 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 firm delivers model portfolios and allocation advice for affiliates to implement, using a team-based research approach that incorporates qualitative and quantitative analysis, proprietary forecasting tools, and formal integration with banking fiduciary services.

Lorely Machin is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. She has been with the firm 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 and select external clients. The firm operates through specialized divisions that deliver equity and fixed-income analysis, long-term capital market assumptions, and model portfolio solutions without exercising investment discretion or holding client assets.

Michael Roedl is a financial advisor with Wells Fargo Investment Institute, Inc., holding Series 65 and Series 63 credentials and 10 years of industry experience. His prior roles include positions at RBC Capital Markets, LLC and Piper Jaffray & Co. 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, delivering impersonal, model-based investment advice integrated with banking fiduciary and trust services.

Brandon Gross is a financial advisor at Wells Fargo Investment Institute, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and DiSys prior to joining Wells Fargo Investment Institute. 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 research is organized across specialized divisions and it primarily offers impersonal research and model guidance rather than direct investment management.

Matthew Savloff is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Wells Fargo, J.P. Morgan Chase, and the U.S. Department of Homeland Security. Wells Fargo Investment Institute is an SEC-registered, bank-affiliate advisory and research organization that provides investment research, manager due diligence, and model portfolios primarily to Wells Fargo wealth and fiduciary businesses. Its advice is generally non-discretionary and focused on impersonal guidance delivered to affiliated entities for implementation.

Michael Paone is a financial advisor at Wells Fargo Investment Institute, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Wealth Management and Piper Jaffray & Co., as well as running a custom woodworking business. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses and select external clients. The firm delivers research and model guidance across specialized divisions without exercising investment discretion or holding custody of client assets.

Arsene Ble is a financial advisor at Wells Fargo Investment Institute, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services, Charles Schwab, and TD Ameritrade, among other firms. 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 and select external clients. The firm’s work spans specialized divisions focused on manager research, securities research, asset allocation, and portfolio management, offering research and model guidance without exercising investment discretion or holding custody of client assets.