Robert Graettinger is a financial advisor with Wells Fargo Clearing in Ft Myers, FL, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Wells Fargo entities since 2009. Outside of his advisory role, he is a landlord of a rental property in Point Pleasant Beach, 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Peter Delgreco is a CFA® charterholder with 23 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following prior roles at Wells Fargo Advisors LLC and Freedom Capital Management LLC. He serves as an investment committee member for the Winchester Country Club 401(k) plan. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to guide its investment approach.

Edward Finocchiaro is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Karon Rathgeber is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Rathgeber also serves as a power of attorney for his spouse, dedicating a small amount of time monthly to this responsibility. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.