Sanjay Menon is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2017, following four years at JP Morgan Securities and JP Morgan Chase Bank. 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 range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robintz Jean is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo and JP Morgan Chase Bank in various capacities since 2013. Outside of his advisory role, he is an owner and partner in two businesses, one involved in inventory and sales and another specializing in real estate. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets across more than 14,000 financial advisors and provides a range of brokerage and advisory solutions.

Ryan Marshall is a financial advisor with Wells Fargo Clearing in Boca Raton, FL. He holds a Series 63 designation and has two years of industry experience. His prior work includes roles at Wells Fargo Bank, Claim Jumper, Duffy's Sports Grill, and the University Club of Portland. 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 roughly $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Daniel Deckman is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2026, he worked for 20 years at Blackrock Investments, Inc. and 21 years at Fam Distributors, Inc. 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.

Nicholas Phylactou is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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.

Tracey Beyer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo in 2024. 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 Wells Fargo Investment Institute and third-party sources.

Orlando Graham is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at Wells Fargo Clearing since 2019 and concurrently at Wells Fargo Bank since 2015. Outside of his advisory role, he is involved with JME TECH LLC, performing quality checks on equipment. 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 supported by extensive research and analytics.

Lisa Spada is a financial advisor with Wells Fargo Clearing and holds the CFP® designation along with Series 63, 65, and 66 licenses. She has 25 years of industry experience, including prior roles at Merrill and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

David Weissman is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously worked at Janney Montgomery Scott from 2007 to 2009 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Kevin Vansciver is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Boca Raton, FL. He has been with Wells Fargo Clearing since 2025. Prior to his advisory role, he worked at Adios Golf Club for three years and Trattoria Nonna for two years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Lori Ann Argent is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior roles include positions at UBS Financial Services and Merrill. She is based in Boca Raton, FL. 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 Wells Fargo Investment Institute and third-party sources.

Craig Thomas is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Wells Fargo Bank NA since 2007 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad client base.

Roberto Lowe is a CFP®-certified financial advisor with 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC from 2000 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Michael Kessel is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Oppenheimer & Co. Inc and Meg Green & Associates, Inc. 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.

Peter Mirabelli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He previously worked at Prudential Equity Group, LLC, and has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he owns and operates a horse racing and breeding stable. Wells Fargo Advisors serves individual, corporate, and institutional clients nationwide, offering investment advisory services, financial planning, and retirement plan consulting, with a focus on research-driven portfolio management and a broad range of brokerage and advisory solutions.

Matthew Flynt is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Chase Investment Services Corp. and Morgan Stanley. 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.

Christine Mills is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She previously worked at Raymond James & Associates, Bank of America, Merrill, and other financial institutions. Outside of her advisory role, Mills is an author of multiple fiction and nonfiction books and hosts a bi-monthly podcast interviewing creative women entrepreneurs. 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 combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions.

Max Lewis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017. Prior to joining Wells Fargo, he spent several years with Med-Care Diabetic & Medical Supplies and had a brief tenure at Aetna. 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 broader range of financial product offerings than typical for large institutional advisers.

Jonathan Scalea is a financial advisor with Wells Fargo Clearing in Boca Raton, FL. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 10 years with Wells Fargo. He serves as a trustee for a family estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

James Cook is a CFP® professional with 14 years of experience in the financial industry, currently affiliated with Wells Fargo Clearing. He has worked at Wells Fargo Bank NA since 2010 and at 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 and analytics from its investment institute and external sources to support portfolio diversification and manager evaluation.