Joseph Desantis is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Daniel Eastwood is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked in various roles within Wells Fargo since 2009, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options. The firm uses proprietary research, planning tools, and simulation models to develop tailored recommendations, offering services that range from retirement and estate planning to specialized areas like business-owner transition and sports and entertainment planning.