Gregory Boston is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He worked at UBS Financial Services from 2008 to 2021 before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both non-discretionary and discretionary services, with an investment process driven by investment policy statements and modern portfolio theory, and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

John Kane is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his children’s investment trusts. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven approach grounded in modern portfolio theory. The firm’s investment options include insurance-related vehicles and bank deposit sweep programs, providing a broader range of products than typical among large institutional advisers.

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 licenses and 34 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 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.

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, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Randolph Brock is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as treasurer for the Wagner Free Institute of Science and Avenue North Renaissance in Philadelphia, and acts as an executor for his father’s 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 combines brokerage and advisory solutions with research-driven investment approaches and operates at a large scale with over $671 billion in assets under management.

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 at Wells Fargo Clearing with 44 years of industry experience. He holds the Series 63 designation and has been 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 plans 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, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Steven Lehman is a financial advisor with Wells Fargo Clearing holding the CFP® designation and Series 66 license. He has 28 years of industry experience, including a seven-year tenure with Wells Fargo Advisors LLC prior to joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

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.