Noah Rubin is a CFP® professional with 19 years of experience in the financial industry. He currently serves as an advisor at Wells Fargo Clearing and has previously worked at UBS Financial Services, Oppenheimer, and Stanford Group Company. Outside of his advisory role, he acts as an arbitrator in FINRA cases and has involvement in a medical laser product company and a family business where he assists with annual filings. 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 operates with more than 14,000 financial advisors and manages roughly $671 billion in assets, providing both brokerage and advisory solutions.

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.

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 in Boca Raton, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. She previously worked at Banc of America Investment Services and Morgan Stanley DW Inc. Outside of her advisory role, she is co-trustee of a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement 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 sources.

Elita Luzzi is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2002. 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 the Wells Fargo Investment Institute.

James Silver is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC from 1998 to 2003. 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 operates through more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Stephanie Polak is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 designations and has 15 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 both brokerage and advisory solutions.

Susan Rosenberg is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Based in Boca Raton, FL, her background is primarily centered at Wells Fargo. 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 across diverse client needs.

Frank Mithun is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing in two periods spanning 2016 to the present, with five years at Sun Trust Investment Services in between. Outside of his advisory work, Mithun is an author of faith-based and self-help books, including a children's book and several titles related to Christian outreach. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm uses research and analytics to guide investment selection and offers a broad range of brokerage and advisory solutions.

Neil Cooper is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, previously spending 11 years with Prudential Equity Group, LLC. Outside of his advisory role, he is an investment committee member for Little City and has a small interest in a Broadway production. 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.

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 at Wells Fargo Clearing with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Bank, N.A. since 2006. He holds Series 63 and Series 66 licenses. 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.

Rose Raphael is a Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning, investment management, and financial decision support. She holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. Rose focuses on managing new wealth, personal retirement planning, women and wealth, and retirement income. She works with clients to develop personalized investment strategies aligned with their goals and priorities. Rose emphasizes understanding each client's unique situation to provide tailored advice and ongoing guidance. She earned her High School Diploma from South Tech Academy. Outside of her professional role, Rose enjoys cooking, music, reading, and spending time with her family.

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 29 years of industry experience. His prior work includes roles at Morgan Stanley, RBC Capital Markets, and J. B. Hanauer & Co. Outside of advising, he owns an online sports collectibles business focused on trading card auctions. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Lourdes Rada is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at Oppenheimer for 10 years and Barclays Capital Inc. for one year. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to a broad client base, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

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.