Peter Caruso is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 34 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2025 before joining Wells Fargo Advisors in 2025. Caruso holds ownership interests in two wealth management firms, including full ownership of PVCWealth Management. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and niche areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients deciding how to implement them.

Wilfred Morrison is a financial advisor with Wells Fargo Advisors in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes prior roles at Merrill and Wells Fargo Clearing before joining Wells Fargo Advisors in 2019. He is the sole owner of Morrison Asset Management, an investment-related business based in Allentown, PA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and fee-based financial planning services. The firm’s approach includes tailored recommendations supported by proprietary research and tools, with planning services covering various complex client needs and optional implementation through brokerage or advisory programs.