Chase Nadell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a brief period at Wells Fargo Advisors LLC the same year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of advisory services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven, modern portfolio theory-based approach and acts as an ERISA fiduciary when providing investment advice.

Barry Fleischer is a financial advisor at Wells Fargo Clearing with 52 years of industry experience. He holds a Series 63 designation and has worked at firms including JPMorgan Securities, JPMorgan Chase Bank, and Morgan Stanley in various roles since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional vehicles.

Vincent Livigni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo in various capacities since 2012, including roles at Wells Fargo Clearing Services and WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Peter Prentis is a CFP® professional with 44 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Jarett Elion is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at HSBC Securities and HSBC Bank USA. He also serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

John Cork is a CFP®-certified financial advisor with two years of industry experience, currently with Wells Fargo Clearing in New York, NY. His prior work includes roles at Newcastle University and The Maxim Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include investment policy statement preparation, investment recommendations across a broad range of vehicles, performance reporting, participant education, and plan benchmarking.

Jedd Goldinger is a CFP® with 18 years of industry experience, currently affiliated with Wells Fargo Clearing since 2021. Prior to this, he held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA, where he worked from 2007 through 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs in its product offerings.

Max Myers is a Certified Financial Planner (CFP®) with 13 years of industry experience. He currently works at Wells Fargo Clearing and previously held positions at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Benjamin Simes is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2020. His prior work includes positions at Wells Fargo and experience at Indiana University and Schrieber High School. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Shawn Nolan is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Securities LLC for eight years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Susan Quintyne is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment options tailored to plan objectives and risk tolerances.

Kent Schietinger is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America Private Bank, Morgan Stanley, HighVista Strategies, and MFS Investment Management. Outside of finance, he has experience with Beaver Creek Ski School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

James Martin is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Outside of his advisory role, Martin holds a real estate license and has ownership interests in retail product sales and family investment companies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Daniel Bussiculo is a financial advisor at Wells Fargo Clearing in New York, NY, with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Wells Fargo Clearing in 2023, he worked at Citigroup Global Markets from 2007 to 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Spencer Shaev is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience across multiple industries, including finance and sports media. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, ESPN, the Indiana University Athletic Department, and Major League Baseball. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven approach based on modern portfolio theory.

Theresa King is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities prior to joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Gary Weisner is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Oppenheimer for 23 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Matthew Checkla is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolas for eight years before joining Wells Fargo in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is guided by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Francine Oelbaum is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she serves as a trustee of her mother's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Horowitz is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial products than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.