Paul Schmitz is a financial advisor with Wells Fargo Clearing in Coral Springs, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for an estate settlement trust. 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 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 within its investment offerings.

William Browne is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2016. Based in Boca Raton, FL, he has worked within one of the largest firms in the industry. 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 research from the Wells Fargo Investment Institute.

Michael Stern is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 60 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, distinguishing it among large institutional advisors.

Lawrence Rudolph is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as a trustee for a family trust and is the treasurer of the Child Advocacy Center of Union County, NJ. 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 approach is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Adam Weiss is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee managing investment-related matters for family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach 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.

Zachary Hanoyan is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 39 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2016 to 2025. He also serves as co-trustee of a credit and real estate trust based in Las Vegas. 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 approach is IPS-driven, incorporating modern portfolio theory and a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Dakota Padilla is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and five years of industry experience. Prior to joining Wells Fargo, Dakota worked at Merrill and Bank of America, N.A. from 2019 to 2026. 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 from Wells Fargo Investment Institute.

Maria Silva Hoyos is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at various Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data sources.

Dylan Gleeman is a CFP® and holds a Series 66 license, with six years of experience in the financial services industry. He has worked at several notable firms, including UBS Financial Services, Merrill, Bank of America, and Wells Fargo Clearing, where he is currently based in Boca Raton, FL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment approach.

Ricardo Nunez is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities LLC, Merrill, and Bank of America. 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.

Shirley Taylor is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her financial career, she has been involved in the Magic and Comedy of the Taylors for over 25 years. 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 services. The firm’s process is IPS-driven, incorporates modern portfolio theory, and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Philip Poole is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for ten years. 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 services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s approach includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Barry Dershaw is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Ameriprise and Morgan Stanley. 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 process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alexander Aiello is a financial advisor at Wells Fargo Clearing with 15 years of industry experience and holds the Series 66 designation. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. 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 third-party sources to support investment decisions.

Giulio Leone is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with services tailored to plan objectives and risk tolerances, and includes both non-discretionary and discretionary options.

Chase Hanson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services since 2017, also working at Wells Fargo Bank NA since 2015. He is based in Palm Beach, FL. 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Wayne Mattola is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jhoan Bendana is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2013. 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 combines research from Wells Fargo Investment Institute with third‑party analytics to support its investment approach.

Noah Rubin is a CFP® with 18 years of industry experience, currently serving at Wells Fargo Clearing. He previously worked at UBS Financial Services for six years. Outside of his advisory role, he serves as treasurer for The Hollander Collection and is a part-owner of a medical laser product company, advising on business decisions. 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 insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lily Pryce is a CFP® professional with 24 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2017 and previously at Bbtis from 2010 to 2017. She holds Series 63 and Series 65 licenses and is based in Stuart, Florida. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.