Joel Boulanger is a Series 66-licensed financial advisor with Wells Fargo Clearing, bringing two years of industry experience. Prior to his current role, he has worked in various positions including at Founders Group International and several golf clubs. Outside of his advisory work, he serves as a PGA golf instructor at Manasquan River Golf Club. 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 options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Diane Lassota Carter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in Bayville, NJ. 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.