Joseph Hornig IV is a Series 66-credentialed advisor at Wells Fargo Clearing with one year of industry experience. His work history includes roles in education prior to joining Wells Fargo Advisors. 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 variety of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and integrates research and analytics to guide investment decisions.

Gregory Boston is a Series 66-registered advisor with Wells Fargo Clearing in Conshohocken, PA, with nine years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Wells Fargo Clearing in 2021. 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 across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

John Kane is a financial advisor with Wells Fargo Clearing in Conshohocken, PA, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Kane also serves as trustee for his children's trusts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to support diversified investment strategies and offers a broad range of brokerage and advisory solutions.

Grant Haus is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley and the Philadelphia Phillies. 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 based on modern portfolio theory and tailored to plan-specific objectives and risk tolerances. The firm’s offerings include a range of investment options such as collective investment trusts, mutual funds, and insurance-related vehicles, and it acts as an ERISA fiduciary when providing investment advice.

Joseph Hornig III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His prior work includes positions at Morgan Stanley & Co. LLC and Morgan Stanley Dw Inc. 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 a range of brokerage and advisory solutions supported by research from its investment institute and third-party sources.

Anthony Nichols III is a CFP® professional with nine years of industry experience. He currently works at Wells Fargo Clearing and previously worked at Lincoln Financial Distributors for six years. His background also includes a one-year tenure with the Philadelphia Phillies. 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 financial advisors, offering both brokerage and advisory solutions.

Jonathan Shevlin is a financial advisor with Wells Fargo Clearing in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 19 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, wrap-fee programs, and retirement plan consulting, managing approximately $671 billion in assets through over 14,000 financial advisors.

Randolph Brock is a financial advisor with Wells Fargo Clearing in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as treasurer for the Wagner Free Institute of Science and Avenue North Renaissance, and acts as an executor for a family estate. Wells Fargo Advisors is a large national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support its investment approach.

Bryan Kilfoy is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 12 years before joining Wells Fargo in 2021. 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 approach is IPS-driven and based on modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Charles Stoelker III is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 45 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.

Steven Lehman is a CFP® with 28 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support diversification and modern portfolio theory in its investment approach.

Thomas Gorman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2021. Outside of his advisory role, he has ownership interests in storage facility businesses in Pennsylvania and Maryland. 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 investment approach includes modern portfolio theory and a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.