Kyle Kennington is a CFP® with nine years of industry experience, currently affiliated with Wells Fargo Clearing since 2024. He previously worked at Bank of America, Merrill Lynch, National Life Group, and Equity Services. Outside of finance, he was involved with Aqua Grill from 2016 to 2018. 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.

Hagop Keshishian is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked with Wells Fargo entities since 2010. His outside activities include co-owning a residential rental property in Ormond Beach, FL. Wells Fargo Advisors provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

Gregory Zier is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. 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 through more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Jeffrey Saster is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing 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.

Gabriel Gonzalez Puerto is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various roles since 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 offers both brokerage and advisory solutions that incorporate research from Wells Fargo Investment Institute and other sources.

Craig McPherson is a CFP® and holds a Series 66 license with 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at 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 offers both brokerage and advisory solutions.

Ulrike Lyon is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as Treasurer for the Jewish Messianic Congregation of Jacksonville. 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 advisory process is IPS-driven and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Beutel is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a minority ownership in a landscaping and lawn care business operated by his son. 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, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Robert Wall is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He is based in Jacksonville, FL. 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, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Burt Miltenberger is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked previously at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as treasurer for Providence Church in Ormond Beach, FL, where he assists in reviewing church finances and potential projects. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Colleen Parkhurst is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a wider range of investment options including insurance-related vehicles and bank deposit sweep programs.

Zach Badawi is a Planning Consultant based in The Villages, Florida. In his current role, he works closely with clients to develop investment strategies aimed at achieving their financial objectives. Zach emphasizes communication and collaboration as key elements in his approach to financial planning.

Jonathan Moskowitz is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Moskowitz is also a contributor to the Deborah Jean Foundation, a charitable organization based in St. Johns, FL. 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.

Charles Thomas is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 designations and 24 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. Outside of his advisory role, Thomas serves as treasurer for the Timucuana Home Owner Association and operates a coin, stamp, and collectibles dealership. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Duane Lasher is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. 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 combines research and analytics with diversification principles to support a broad range of financial solutions.

Amanda Foskey is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, she worked at WELLS FARGO Advisors, LLC for one year. Outside of her advisory role, she has been involved with III Forks Restaurant since 2015. 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 solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michael Rains is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at PNC Investments, BBVA Wealth Solutions, and several BBVA affiliates. He is based in Jacksonville, FL. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Timothy Smirniotis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Fidelity Brokerage Services from 2012 to 2016. 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 IPS-driven advisory process follows modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Victoria Khalil is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 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 offers both brokerage and advisory solutions.

Lesley Green is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 63 designation and over 32 years of industry experience. Her career includes more than two decades at Wachovia Bank, N.A., followed by roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she serves as an event representative for a company specializing in the sale and installation of high-impact windows and doors. 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.