John Michael is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Wells Fargo entities since 2014 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is an independent travel agent with Expedia Cruises in Fort Lauderdale. 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 broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ernst Tullus is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America, N.A., as well as TD Private Client Wealth LLC and TD Bank N.A. He 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 both brokerage and advisory solutions, relying on research and diversification principles to guide investment decisions.

Mordechai Bock is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at 100X Labs, Watchful.ai, and Flow Research Collective. Outside of his advisory role, he is involved in buying and selling collectibles, primarily comic books. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, and participant education. The firm’s advisory approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kimberly Lineberry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 24 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 advisory role, she serves as co-trustee for a family trust. 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 approach integrates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Elita Luzzi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Silver is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with 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 services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with offerings that include insurance-related vehicles and bank deposit sweep options alongside traditional investment products.

Stephanie Polak is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year 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 investment advisory services. The firm employs an IPS-driven approach based on modern portfolio theory and includes insurance-related products and bank deposit sweep options among its investment offerings.

Susan Rosenberg is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2015 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 broader set of financial product offerings than is typical for large institutional advisers.

Frank Mithun is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His career includes multiple tenures at Wells Fargo entities and a five-year period at Sun Trust Investment Services. Outside of his advisory role, he is involved in authoring faith-based books and operates a Christian outreach blog. 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 options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Natalia Tatishvili is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked at Wells Fargo Clearing Services since 2021 and previously at Equitable Advisors. Prior to her advisory roles, she spent a decade at A La Turk, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Neil Cooper is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and 40 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. Outside of his advisory role, he has a small interest in a Broadway production through a partnership and serves as an investment committee member for Little City, a nonprofit organization. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Ryan Roach is a Senior Financial Advisor specializing in wealth management strategies at Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to develop personalized financial plans focused on achieving their financial goals. Ryan emphasizes building personal relationships with clients to tailor investment management, cash management, alternative investments, and wealth planning to their unique needs. With a focus on comprehensive wealth management, Ryan's approach begins with understanding each client's financial situation and priorities. He then creates customized strategies that are flexible to accommodate changing market conditions and client circumstances. His expertise covers areas such as college education planning, corporate retirement plan services, divorce transition planning, legacy planning, and special needs planning strategies. Ryan holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from the University of Florida. Ryan is actively involved in his community, volunteering and fundraising for organizations including the Loggerhead Marine Life Center and the Susan G. Komen Race for the Cure. His personal interests include activities such as boating, fishing, football, golfing, interior decorating, painting, spending time with family, tennis, traveling, and yoga.

Lynnel Fletcher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo in 2023, she worked at J.P. Morgan Securities for a decade and was involved with Talking Alternative Broadcasting from 2019 to 2020. She is also the author of two books, "New York, Not So Big Apple" and "Stop Fishing in the Dating Pool." 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 broad range of investment options, including insurance-related products and bank deposit sweeps, tailored to plan objectives and participant needs.

Michael White is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC, and has been associated with Wachovia Bank, N.A. for over 20 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven, modern portfolio theory-based approach includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and discretionary plan-level investment management.

Jason Ulogar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 16 years of industry experience. His work history includes roles at Wells Fargo Bank, Intercoastal Capital Markets, and CG Capital Markets. Outside of financial advising, he owns and operates Greetings USA, LLC, an e-commerce business selling merchandise related to political races for both parties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Robert Sklar is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns an online sports collectibles business focused on trading card auctions. 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 approach incorporates modern portfolio theory and includes a broader range of financial product offerings than typical institutional advisers.

Lourdes Rada is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 18 years of industry experience. She previously worked at Oppenheimer for 10 years before joining Wells Fargo Clearing. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Ratner is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services from 2016 to 2019. Outside of his advisory role, he serves as power of attorney for his mother. Wells Fargo Advisors 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 with an investment approach grounded in research and diversification principles.

Nielsen Gordon is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Medical Metals and has a background that includes several roles outside the financial industry. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

Tara Macedo is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at SunTrust Advisory Services for seven years. Outside of her advisory role, she coaches high school volleyball and owns a baking company. 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.