Tyler Richards is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Bank, The Assurance Group, Fulton Bank, and TD Bank. Outside of his advisory role, he works as a driver for Uber and Lyft. 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 services. The firm’s approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Riso is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 24 years of experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors 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 provides both brokerage and advisory solutions, using research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Antoine Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. 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 process is guided by investment policy statements and modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.