Peter Caruso is a CFP® with 34 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has held various roles within Wells Fargo firms since 2009. Outside of his work at Wells Fargo, he holds ownership stakes in two wealth management practices in Massachusetts, dedicating limited monthly hours to these activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce, utilizing Wells Fargo’s research and planning tools.

Wilfred Morrison is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. Outside of his advisory role, he owns Morrison Asset Management, an investment-related business based in Allentown, PA. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, employing proprietary research and tools to develop personalized recommendations.