Robert Snyder is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2013. He is based in Naples, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with discretionary implementation available through its brokerage or advisory programs.

Edwin Cruz Matias is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo in various capacities since 2015 and was previously employed at Jefferies LLC. Outside of his advisory role, he works part-time as a security officer at Ave Maria University. 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 modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.