Anthony Parente is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and 13 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank before joining Wells Fargo Bank NA and Wells Fargo Clearing Services in 2017. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brad Lipsig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years before joining Wells Fargo in 2024. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Frank Barbieri is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at J.P. Morgan Securities and JP Morgan Chase Bank. He is also a co-owner of Roton Point Association, a non-investment-related entity. 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 offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Arianna Alvarez is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 licenses and having six years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of her advisory role, she owns and operates a cleaning service and manages a wholesale product business on Amazon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is grounded in modern portfolio theory and IPS-driven, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Joel Barkey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, National Planning Corporation, Primerica Advisors, and Guardian Life Insurance Company of America. Barkey has also operated as a self-employed advisor. 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Johnny Cortes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Advisors since 2017 and previously at PNC Investments from 2012 to 2017. Outside of his advisory role, he co-owns Strike It Sports, LLC, a non-investment-related business based in Port Saint Lucie, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.