Arthur Karabelas is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at First Republic Securities Company, LLC and JPMorgan Chase Bank NA. Outside of his advisory work, he has an ownership interest in a rental property in Bartlett, NH. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Arlo Sevi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at H.C. Wainwright & Co. and has academic experience at the University of Miami. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a broad range of brokerage and advisory solutions. The firm uses research and analytics to evaluate investment options based on diversification and modern portfolio theory.

Kim Valentine is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 15 years before joining Wells Fargo Clearing in 2019. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Okita Sevi is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Republic Securities Company and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.