Matthew Ebaugh is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Allianz Life Financial Services, Progressive Insurance, and the National Bank of Commerce. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Eric Pitoscia is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing and Wells Fargo Bank, NA since 2012. 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 and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.