Evelyn Varner is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and 14 years of industry experience. She worked at Merrill from 2011 to 2020 before joining Wells Fargo Clearing and Wells Fargo Bank in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Laura Revasz is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds the Series 63 designation and previously worked at UBS Financial from 2007 to 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Peter Landry is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 19 years. Outside of his advisory role, he serves as a financial advisor to the corporate short-term cash account for Searchable.ai, a company specializing in artificial intelligence-based search software. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Peter Cotter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services from 2001 to 2025 before joining Wells Fargo in 2025. 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.

Patrick Droney is a financial advisor with Wells Fargo Clearing in Boston, MA, holding a Series 66 designation and four years of industry experience. He previously worked at Needham Bank and New York Life. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans through IPS-driven advisory services grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary solutions, including unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Louis Grimaldi is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He holds the Series 63 designation. 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 solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Christina Delguidice is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services for 22 years. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Fielding is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He is the founder and trustee of the Christmas Charitable Trust, a nonprofit organization involved in raising and distributing funds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s investment approach 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.

Michael Murphy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at UBS Financial Services from 2011 to 2025. He serves on an advisory committee for William W. Backus Hospital, providing oversight on investment management, and is CEO of Darwin Cooper, a philanthropic organization supporting Olympic aspirants. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s advisory process includes a diverse range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Paul Toomey is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. He serves as an investment committee member for the Boston Latin School Association. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Cory Kerznar is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is an author of a fictional book titled "North Pole Treasures." Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach 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.

Linda Montoya Mullen is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors, 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. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jamie Connelly is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 19 years. Based in Boston, MA, Connelly joined Wells Fargo Clearing in 2025. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Ryan Birch is a financial advisor with Wells Fargo Clearing in Boston, MA, holding the CFP® designation and Series 66 license. He has three years of industry experience with prior roles at Franklin Distributors, LLC and Putnam Investments Management. Outside of finance, he has experience working in education and community recreation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment approach.

Henry Hubbell is a financial advisor with Wells Fargo Clearing in Boston, MA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Raymond James & Associates and Alex Brown. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. 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 and third-party sources.

George Hall is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, Lincoln Investments, and Voya Financial Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Anthony Demarco is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Andrew Leblanc is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include six years at Wells Fargo Funds Distributor, LLC and four years at Allspring Funds Distributor, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and diversified investment evaluation principles.

Sally Stone is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 18 years. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Soukup is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory work, he is a commissioned notary in Massachusetts. 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. Their approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Paula Mogan is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Wells Fargo in 2025, she worked at UBS Financial Services Inc. for 19 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Patrick Kelley is a financial advisor with Wells Fargo Clearing in Boston, MA, holding a Series 66 designation and having two years of industry experience. Prior to joining Wells Fargo, he was self-employed and has experience with Staley Logistics, LLC and Endicott College. Outside of his advisory role, he manages a rental property owned by his parents. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alfred Braun is a financial advisor with Wells Fargo Clearing in Quincy, MA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions tailored to plan objectives and risk tolerances. The firm incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, in its advisory process.

Gregory Curran is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as treasurer for Friends of King Philip Girls Hockey in Wrentham, MA. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers.

Klejdi Meta is a financial advisor with Wells Fargo Clearing in Boston, MA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Robert Half and Putnam Investments. Outside of finance, he was involved with Gusto Cafe for seven years. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

David Mogan Jr. is a CFP® professional with 22 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at UBS Financial Services and Fidelity Investments. He serves on the board of Collagen 6 Research Charity Inc., a nonprofit focused on curing Collagen VI-related dystrophy, where he participates in awareness and planning activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a range of investment products, including insurance-related vehicles and bank deposit sweep options.

Erin Earle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving clients with tailored investment approaches and acting as an ERISA fiduciary when advising.

Catherine Godfrey is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Wells Fargo in 2025, she worked for UBS Financial Services for 11 years. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Timothy Fortune is a financial advisor with Wells Fargo Clearing in Boston, MA, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 16 years before joining Wells Fargo Clearing in 2025. 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 driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Stephen Sypek is a financial advisor at Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years. Outside of his advisory role, he serves on the Development Board of My Brothers Keeper, a charity focused on delivering furniture and food to the less fortunate and organizing fundraising events. 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 products and bank deposit sweep options in its investment menus.

Jeffrey Sherman is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at First Republic Securities, JPMorgan Chase Bank, and J.P. Morgan Securities. 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 modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Catherine Burgess is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC for one year. Outside of her advisory role, she manages vacation rental properties in Florida and Massachusetts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bonnie Keller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Meghan Walsh is a CFP® with 14 years of industry experience, currently serving at Wells Fargo Clearing since 2025. Her prior roles include positions at UBS Financial Services, Eagles Ketch, LLC, and Morgan Stanley Private Bank. Outside of her advisory work, she is a member of the Town of Hanover Massachusetts Cultural Council. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes unique offerings like insurance-related vehicles and bank deposit sweep options.

Michael Dodge is a financial advisor with Wells Fargo Clearing in Boston, MA, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has a minority ownership interest in Generation Knot LLC, a business related to tax accounting for payments from band performances. 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 management grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Chad Besegai is a CFP® professional with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes both discretionary and non-discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Schott is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Inc., Bank of America N.A., Merrill, and BondLink. He is based in Boston, MA. 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 investment options alongside traditional products.

John Delmonico is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he is the founder of The Delmonico Foundation and performs as a musician at Biltmore Bar & Grill in Newton, MA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a diverse range of financial products such as insurance-related vehicles and bank deposit sweep options.

Barry Oneil III is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 14 years. Outside of his advisory role, he is a passive owner of a hair salon in Massachusetts. 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 financial products, including insurance-related vehicles and bank deposit sweep options.

Calixto Perez is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Eastern Bank, Bank of America, Merrill Lynch, and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach 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.

Cristen Moore is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

James Yameen is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Yameen holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for his parents' investment trusts. 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 investment approach 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.

Shannon Mikus is a CFP®-certified financial advisor with 14 years of industry experience. She currently works at Wells Fargo Clearing and previously spent 10 years at UBS Financial Services. 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 solutions. The firm’s approach is grounded in modern portfolio theory and includes a range of financial products such as group annuity contracts and bank deposit sweep options.

Dylan Tirrell is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. He previously worked at UBS Financial Services for three years and spent a decade in the education sector. 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 options. The firm’s investment 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.

Brian Crocker is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Wells Fargo Funds Distributor LLC and Wells Fargo Advisors Financial Network. 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.

John Landry is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Deloitte Touche. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives, including investment policy statement preparation, investment recommendations, and participant education.

Timothy Mogan is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services and MFS Fund Distributors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Louis Donato is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at Citizens Securities, Eagle Strategies (NY Life), NYLife Securities, and New York Life Insurance. 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.

Via Rivera is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. Their career includes multiple roles within Wells Fargo and a one-year tenure at Merrill. 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 broad investment menu that includes insurance-related products and bank deposit sweep options.