Kenneth Sheresky is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has held prior roles at City National Bank, RBC Capital Markets, and Morgan Stanley. Outside of his advisory work, he serves as a committee member focused on patient advocacy at Silver Hill Hospital, a nonprofit psychiatric hospital specializing in behavioral health and addiction services. 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 supported by research and analytics.

Stanley Weeks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at RBC Capital Markets, LLC for six years and Morgan Stanley for seven years. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Cooper Milledge is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following an 11-year tenure at A. G. Edwards & Sons, Inc. 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 and analytics grounded in diversification principles and modern portfolio theory.

Eugenia Miceli is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo since 2016. Outside of her advisory role, she serves as a board member for 19 South Broadway Owners Corp, a cooperative building in Tarrytown, NY. 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 large platform of financial advisors to offer both brokerage and advisory solutions.

Jeffrey Sheresky is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and Morgan Stanley. 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.

William Zeltner is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Bank NA for ten years. Zeltner maintains non-practicing law licenses in New York and Connecticut. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services with an investment process grounded in modern portfolio theory and includes a broader range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Bardwell is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for seven years before joining Wells Fargo in 2022. Outside of his advisory role, he serves as an executor and holds power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 modern portfolio theory, with both discretionary and non-discretionary service options tailored to plan objectives and risk tolerances.

Michael Tutino is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2016, following a five-year period at Merrill. Outside of his advisory role, he has a minority ownership interest in a restaurant business. 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 over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Jeffrey Samsen is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at City National Bank, RBC Capital Markets, and Morgan Stanley. 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 and analytics using diversification principles and modern portfolio theory.

Steven Sheresky is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at City National Bank, RBC Capital Markets, LLC, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Vincent Fiorentino is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2020. Outside of his advisory role, he serves as president of The Green Jacket Club, a business networking organization in Canton, Georgia. 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 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.

John Bachul is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and located in Greenwich, CT. He joined Wells Fargo Clearing in 2026 and has previously held positions at Wells Fargo Bank and worked in academic settings. 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.

Jeannine Barlotta is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 63 designation and has previously worked at RBC Capital Markets, LLC and Morgan Stanley. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Chris Testani is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Greenwich, CT. He has four years of industry experience and has been with Wells Fargo Clearing since 2021, alongside a long tenure at Wells Fargo Bank, NA dating back to 1985. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach 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.

Adam Elgert is a CFP® professional with 24 years of experience in the financial services industry. He has been with Wells Fargo Clearing 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 uses research and analytics to support its diversified investment approach and offers a range of brokerage and advisory solutions.

Jennifer Maher is a financial advisor with Wells Fargo Clearing in Greenwich, CT, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Long Neck Services LLC, HighTower Advisors LLC, and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Neal Neff is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. He previously worked at JPMorgan Securities LLC and Bank of America, with prior experience at Merrill spanning over a decade. Outside of his advisory role, Neal is co-executor of an estate and holds ownership interests in multiple residential and sober home group enterprises in Minnesota. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Eric Lutz is a financial advisor with Wells Fargo Clearing in Greenwich, CT, holding Series 63, Series 65, and Series 66 licenses. He has 22 years of industry experience, including roles at Wells Fargo Clearing since 2016, Nutmeg Securities since 2011, and Webster Investment Services from 2003 to 2006. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

John Jee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at Morgan Stanley and Merrill. Outside of his advisory role, he has served as an adjunct professor teaching microeconomics and managerial finance and has worked as a textbook editor. 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 combines research from Wells Fargo Investment Institute with third-party data to support diversified investment strategies and offers both brokerage and advisory solutions.

Francis Tigani is a financial advisor with Wells Fargo Clearing in Darien, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Advisors LLC since 2012. Outside of his advisory role, he serves as a trustee for family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mark Naso is a CFP® and Series 66-registered financial advisor with Wells Fargo Clearing, where he has worked since 2016. He has 16 years of industry experience, including six years at Credit Suisse Securities. He serves on the Board of Trustees and Finance Committee for Founding Forward, a nonprofit organization based in Valley Forge, PA. 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 uses research and analytics with an emphasis on diversification and modern portfolio theory.

Allen Lovejoy is a CFA® charterholder with 45 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Bank of America and Merrill. Outside of his advisory work, he serves as a co-trustee for family trusts and has partial ownership in a family investment LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Matthew Barreto is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes positions at Icon International, New York Life Insurance Co., and Brazen Fox. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.