Brian Schoenle is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Merrill and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting and fiduciary investment advice to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jerome King is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he is a managing member of KING FAMILY WYOMING, LLC, an investment-related business he owns jointly with his spouse. 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 process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Stephanie Drew is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she co-owns several rental property businesses with her spouse. 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. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Andrea Nicolopoulos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Marlene Mccracken is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding a Series 63 designation and 17 years of industry experience. She has worked with Wells Fargo-affiliated firms since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions supported by extensive research and analytics.

James Percifield is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns and manages a residential townhome in Michigan City, Indiana. 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, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffrey Berry is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he has ownership interests in two private LLCs, including one that holds a boat. 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 approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when advising clients.

Joseph Webber is a CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked for a combined 16 years. Webber has ownership in a business entity established to hold a future boat for liability protection. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Janna Sirmans is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2022, following 13 years at Wells Fargo Advisors Financial Network LLC. Outside of her advisory role, she is an investor and brand partner in a private equity venture, Beer Republic Brewing, 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Susana Romero is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services Inc., Raymond James Financial Services Inc., and Kleinfield Wealth Group. She also assisted advisors at Kleinfield Wealth Group in client support and account processing. 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 in-house research and third-party analytics to offer diversified investment solutions and provides a range of financial products through bank and insurance affiliates.

Jeffrey Fournace is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management based on an IPS-driven process grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving institutional clients with tailored plan advisory solutions.

Jennifer Brown is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of experience at the firm. She is based in Fort Myers, FL. 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 approach is IPS-driven and grounded in modern portfolio theory, incorporating a broader set of financial product offerings than typical large institutional advisers.

Shayla Vieira is a financial advisor at Wells Fargo Clearing in Fort Myers, FL, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2019. Prior to that, she worked at Wells Fargo Bank and has experience in event management and the hospitality industry. 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 provides both brokerage and advisory solutions.