Harry Neufeld is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding Series 63 and Series 65 designations and 35 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC, RBC Capital Markets Corporation, and J. B. Hanauer & Co. He also serves as a power of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm that offers 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 Wells Fargo Investment Institute and third-party sources.

Loran Meehan is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing Services LLC since 2019 and Morgan Stanley since 2014. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Duane Perry is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Merrill. Outside of finance, he is an ice skating and hockey instructor and coach in Morristown, NJ. 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 combines internal research and third-party analytics to offer diversified investment solutions alongside a broad range of financial products through affiliated entities.

Mitchell Work is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Citigroup Global Markets from 2002 to 2009. 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 more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Donald Ruggieri is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding a Series 63 license and over 51 years of industry experience. He previously worked at Prudential Equity Group, LLC, and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an executor for his mother's estate. 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 utilizes research from Wells Fargo Investment Institute along with third-party data to inform its investment strategies.

Paulo Gaspar is a Series 66 registered advisor with Wells Fargo Clearing, based in Florham Park, NJ, and has 20 years of industry experience. His career includes ten years at Wells Fargo Clearing and five years at Morgan Stanley. Outside of his advisory work, he co-owns a business selling candles and personalized gift boxes and also works part-time as a food delivery driver. 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 a range of brokerage and advisory solutions supported by research and analytics.

Rebecca Powell is a Certified Financial Planner® with 28 years of industry experience. She is currently with Wells Fargo Clearing Services LLC, where she has worked since 2019. Prior to that, she held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Brown is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley, Citigroup Global Markets, and RBC Capital Markets. He is based in Florham Park, NJ. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Peter Scocca III is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022. Prior to this, he held positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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.

Joseph Bancheri is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding Series 65 and Series 63 licenses and totaling 39 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for five years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he is a 50% owner of Melanique Ventures, LLC, a business involved in recreational fishing activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to guide their diversified investment approach.

Lyle Beck is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo since 2016. Outside of his advisory role, he serves as a co-trustee and holds power of attorney for his mother. 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.

Beth Wilhelms is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding Series 63 and Series 65 licenses and having 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee for a family-related 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 combines research and analytics with a range of brokerage and advisory solutions and serves over 14,000 financial advisors with approximately $671 billion in assets under management.

Richard Rosati is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, he has passive ownership interests in several Easton, PA businesses, including a Brazilian Jiu Jitsu school and restaurant ventures. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research-driven investment strategies and offers both brokerage and advisory solutions.

James Mckeon is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo 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.

Thomas Miller Sr. is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 44 years of industry experience. He has worked at Wells Fargo since 2016 and previously held positions at Morgan Stanley and Citigroup Global Markets. 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 employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Thomas McGee is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding Series 63 and 65 licenses and bringing 35 years of industry experience. He previously worked at UBS Financial Services from 2002 to 2009 before joining Wells Fargo Clearing in 2016. 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 and analytics from Wells Fargo Investment Institute.

Janet Roberts is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Citigroup Global Markets for six years before joining Wells Fargo in 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Dwyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, and RBC Capital Markets. He is based in Florham Park, NJ. 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.

Joseph Perdue is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC. 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 roughly $671 billion in assets through a large network of advisors and offers a blend of brokerage and advisory solutions.

James Carlo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Merrill from 2011 to 2015. 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.

Lawrence Rosati is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he serves as power of attorney for his wife. Wells Fargo Advisors is a national securities firm providing investment advisory and financial planning services to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by extensive research and analytics.

John Penn is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at Oppenheimer & Co, Inc and Prudential Equity Group, LLC. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and emphasizes diversification and modern portfolio theory in its investment approach.

Sean Davis is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Citigroup Global Markets. 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 offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Jewell is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2020. 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of vehicles, performance reporting, participant education, and plan benchmarking.

John Baker is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley and Citigroup Global Markets. He serves as co-trustee for his children’s trusts. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources to evaluate investment options based on diversification and modern portfolio theory.

Louis Magliarditi is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has prior experience with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of advising, he is the owner of 54 Edward Court, LLC. 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 grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of products including insurance-related vehicles, performance reporting, and participant education, acting as an ERISA fiduciary when providing investment advice.

Steven Klein is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 41 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as an executor for his brother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy preparation, performance reporting, participant education, and plan benchmarking.

Warren Hartzman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years at Citigroup Global Markets. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Mark Hurwitz is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 40 years of industry experience. His career includes positions at Morgan Stanley & Co. LLC, Morgan Stanley DW Inc., and UBS Financial Services. He is based in Florham Park, NJ. 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.

Geriann Simoldoni is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a previous role at Prudential Equity Group, LLC. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 advisors.