Joseph Luchini is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and Synovus Securities. Outside of advising, he is a co-owner of AJL Marketplace LLC, a home and decor business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. 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 among its investment offerings.

Victor Ramirez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and also worked at Wells Fargo Bank, N.A. from 2016. In addition, he owned and operated Elegant Beauty Supplies from 2016 to 2019. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Paul Schmitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent five years with Prudential Equity Group, LLC. Outside of his advisory role, he serves as a trustee/co-trustee for an estate settlement 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 combination of brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.

William Browne is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 designations and 38 years of industry experience. He has previously worked at Citigroup Global Markets from 2001 to 2005 and 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Michael Stern is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and over 60 years of industry experience. He previously worked at Prudential Equity Group, LLC. Outside of his advisory role, Stern manages rental properties and serves as a trustee and co-trustee for client trusts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individuals, corporations, and institutions. The firm combines proprietary research and third-party analytics to support its investment solutions and provides a range of brokerage and advisory products.

Lawrence Rudolph is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He serves as treasurer of the Child Advocacy Center of Union County, NJ, and is a trustee for his mother's trust. 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 employs over 14,000 financial advisors and manages approximately $671 billion in assets, using research and analytics grounded in diversification principles and modern portfolio theory.

Adam Weiss is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Outside of his advisory role, he serves as a trustee and co-trustee for family investment-related trusts. 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 utilizes research and analytics to support diversified investment strategies and offers a range of brokerage and advisory solutions.

Zachary Hanoyan is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He previously worked at Morgan Stanley and Merrill, accumulating over two decades of experience at those firms. Hanoyan serves as co-trustee for a family real estate trust. 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 extensive research and analytics.

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 with Wells Fargo Clearing, holding Series 66 and Series 63 designations and bringing 16 years of industry experience. She has worked at Wells Fargo Bank NA since 2011 and 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 with a network of more than 14,000 financial advisors and offers both brokerage and advisory solutions.

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, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been involved with the Magic and Comedy of the Taylors for over 25 years. Prior to her current role, she was with Wachovia 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 uses research and analytics to guide its investment strategies.

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. He holds a Series 66 designation and has worked at Wells Fargo since 2016, following prior roles at J.P. Morgan Securities, 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Giulio Leone is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill, Banc of America Investment Services, Inc., and Truist Investment Services, Inc. since 2016, he has been with Wells Fargo Clearing in Boca Raton, FL. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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 licenses and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2004. 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 serves a large client base with a range of brokerage and advisory solutions, supported by extensive research and analytic resources.

Jhoan Bendana is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2013 and 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.