Jeffrey Jones is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of advising, he owns and invests in luxury timepieces. 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 advice grounded in modern portfolio theory. The firm serves institutional clients with a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

David Sherline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he holds silent partnership stakes in Syracuse Professional Sports LLC and Utica City FC, and owns a car wash business in Westmoreland, NY. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Terry Gras is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, he worked at Otsego Mutual Fire Insurance Company for five years and has held positions at Stanley Black & Decker, Travelers Insurance, and Bentley University. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

William Eichinger is a CFP® with over 51 years of industry experience. He 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. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Douglas Casale is a CFP® professional with 14 years of industry experience, currently serving at Wells Fargo Clearing since 2019. His prior experience includes roles at Bank of America and Merrill. He serves as a power of attorney for a family member and as an executor for estates, both investment-related responsibilities. 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 approach 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.

Jacob Sherline is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience that includes roles in education and self-employment prior to joining Wells Fargo. His background includes work at Utica University and Foot Locker, as well as seven years in full-time education. 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 grounded in modern portfolio theory, with a focus on plan objectives and risk tolerances, and it acts as an ERISA fiduciary when providing investment advice.

Mary Damico is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 48 years of industry experience. She has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Karim Madmoune is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Morgan Stanley Private Bank, N.A. from 2015 to 2021. He serves on the finance committee of a community foundation in Oneida County, NY, and participates in audit and budget committees at a local country club. 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.

Eugene D'amico is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. He serves on the finance committee of the Boy Scouts of America Revolutionary Trails. Wells Fargo Clearing provides retirement plan consulting services 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Eugene Damico is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2011 to 2016. 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 advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than many peers, such as insurance-related vehicles and bank deposit sweep options.

Christopher Carbone is a CFP® professional with 39 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he serves as co-executor for an investment-related estate in Barneveld, NY. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.