Michael Mikheil is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 licenses and with eight years of industry experience. His prior roles include positions at Wisconsin Bank and Trust, JP Morgan Chase Bank, JP Morgan Securities LLC, and BMO Harris Bank. Outside of finance, he co-owns Flavors of Egypt, a catering business specializing in Egyptian cuisine, and also works as an Uber driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both discretionary and non-discretionary solutions supported by research from the Wells Fargo Investment Institute.

Carlos Palomo is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2005. 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.

Zachary Tasher is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and bringing 18 years of industry experience. His prior work includes positions at Morgan Stanley and Citigroup Global Markets. He is based in Boca Raton, Florida. 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.

Scott Blank is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 credentials. He has 23 years of industry experience, including over a decade at Wells Fargo Clearing. Outside of his advisory role, he has been involved with Palm Beach Motor Accessories / AutoGeek.net since 2009. 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.

Umair Jawaid is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at TD Bank N.A., Bank of America, Merrill, J.P. Morgan Securities, LPL Financial, and other firms. Jawaid is also part owner of ON DEMAND REHAB LLC, a limited liability company. 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 both brokerage and advisory solutions.

Lev Beltser is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and five years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and as a self-employed advisor. 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 utilizes research from Wells Fargo Investment Institute and third-party databases, focusing on diversification and modern portfolio theory in its investment approach.

John McDermott is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63, 65, and 66 designations and has 37 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for a family trust. 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 and analytics.

Scott Richter is a financial advisor with Wells Fargo Clearing in Boca Raton, FL. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Richter 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. The firm manages approximately $671 billion in assets and uses research and analytics from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory in its investment approach.

Jodi Timmons is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She 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 extensive research and analytics.

Kyle Stewart is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Stewart serves as Investment Committee Chair for the George Snow Scholarship Fund. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Spencer Brief is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. He has held positions at several firms, including WorkPath Partners and Ameriprise Financial Services Inc. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Laurence Rogers is a CFP® with 54 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He is based in Boca Raton, FL, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an investment committee member for the Temple of Israel of Natick. 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.

Jeffrey Piliero is a CFP® practicing with Wells Fargo Clearing in Boca Raton, FL, with eight years of industry experience. His work history includes roles at Wells Fargo Bank and SunTrust Advisory Services. 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.

Wallace Fry is a CFP® professional with 42 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Citigroup Global Markets for 15 years. 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.

Anthony Anthony is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Banc of America Investment Services from 2007 to 2009. 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 a range of brokerage and advisory solutions supported by research and analytics.

Nathaniel Romero is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank, N.A. since 2011. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Timothy Phenecie is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 designations and 28 years of industry experience. His prior roles include positions at Bank of America, Merrill, Woodbury Financial Services, Phenecie Financial Services, Questar Capital Corporation, and BBTIS. 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 process is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a wider range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeffrey Bucci is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63, 65, and 66 licenses and possessing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Truist Investment Services from 2007 to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm utilizes research and analytics to support its investment approach and offers both brokerage and advisory solutions.

Gracie Maya is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 18 years of industry experience. She has been with Wells Fargo since 2018 and previously worked at Hapoalim Securities USA from 2014 to 2017. 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, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Oscar Gonzalez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at multiple firms, including Truist Advisory Services and SunTrust Investment Services, prior to his current role. 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 approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.