Sherwyn Labovitz is a financial advisor at Wells Fargo Clearing with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of advising, he has a minor role in JZL Enterprises, LLC, a non-investment-related business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a sizeable network of advisors and combines research from internal and external sources to support its investment approach.

Dawn Myers is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Outside of her advisory role, she serves as a power of attorney and representative payee for her son. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with more than 14,000 financial advisors and manages approximately $671 billion in assets.

Joshua Riga is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Brett Robinson is a financial advisor with Wells Fargo Clearing in Birmingham, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo, he worked at Equitable Advisors, LLC and has a diverse background that includes roles in marketing and corporate settings at firms such as Leo Burnett and Fiat Chrysler Automobiles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Patrick Buschmohle Jr is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2020. He serves on the finance committee of De La Salle Collegiate School in Warren, MI, providing oversight on finances and capital campaigns. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Margaret Beeler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Raymond James and Associates and Merrill Lynch, Pierce, Fenner & Smith Incorporated. She serves as co-trustee for a family trust and assists with related fiduciary responsibilities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eric Metzger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities and was involved with the Novi Ice Dragons from 2018 to 2020. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 advisors and managing approximately $671 billion in assets. The firm combines research from internal and third-party sources to deliver diversified investment solutions and offers a broad range of financial products through its affiliates.

Frank Griffo is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm utilizes research and analytics to guide its investment approach and offers a broad range of brokerage and advisory solutions.

Jeffrey Arnott is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Scott Tarkington is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities from 2014 to 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research from Wells Fargo Investment Institute and third-party sources while offering both brokerage and advisory solutions.

Anita Taymore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Fidelity Investments, JP Morgan Securities, and Primerica Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions.

Radhika Upadhyaya is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding Series 63 and Series 66 designations and 12 years of industry experience. Her career includes roles at JPMorgan Chase Bank and J.P. Morgan Securities Inc before joining Wells Fargo Bank, nA and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Craig Pasini is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent seven years with Southwest Securities Inc. 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 among its investment offerings.

Joann Weingartz is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a personal representative and executor for a family estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Michael Dymkowski is a CFP® with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2022. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley from 2013 to 2022. Outside of his advisory role, he serves as a trustee for a family trust and holds ownership in a real estate-related LLC. 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 process is IPS-driven and grounded in modern portfolio theory, with a broader set of investment options including insurance-related vehicles and bank deposit sweep programs.

Amy Kelly is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and 26 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. LLC from 2009 to 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Steven Riga is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 credentials. He has 43 years of industry experience, including prior roles at Morgan Stanley Private Bank, N.A. He has ownership interests in several real estate-related entities. 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 services grounded in modern portfolio theory.

William Burke is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley and Lebenthal Wealth Advisors, LLC. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and serves clients through a combination of brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Richard Clemens is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Key Investment Services, Charles Schwab Co., Inc., and Fifth Third Bank. Outside of finance, he owns an LLC intended for selling carpentry products he designs. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Elaine Steger is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Jonathan Citrin is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with Wells Fargo Clearing Services, LLC, where he has worked since 2020, following prior roles at Ameriprise Financial Services, Inc. and Citringroup. Outside of his advisory work, Citrin is involved in writing and speaking on mindfulness, self-awareness, psychology, and philosophy through his business Citringroup Media and is the author of the book *The General Theory*. He also serves as an election inspector for the City of Birmingham, Michigan. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions using research-based investment approaches.

Robert Hall Jr. is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services Inc. from 2007 to 2019 before joining Wells Fargo in 2019. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Bryan Schon is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Wealth Management and Morgan Stanley Private Bank. Schon is involved with the Youth Adult Division of the Jewish Federation of Metro Detroit and the Akiva Hebrew Day School. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joel Coleman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. His career includes prior roles at Morgan Stanley and Ameriprise Advisor Services. He is based in Birmingham, Michigan. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jayme Sosne is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2022, Jayme worked at Morgan Stanley for five years and was involved with JP Lann Golf from 2016 to 2018. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.