Stephanie Brice is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2016. 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 uses research and analytics to evaluate managers and options, offering both brokerage and advisory solutions across a large platform.

David Smith is a financial advisor at Wells Fargo Clearing with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, TD Bank, and Coastal Wealth, among others. He has also served in the United States Navy. Wells Fargo Advisors is a national securities firm providing 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nadine Of Gatas is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and having eight years of industry experience. She has been with Wells Fargo Clearing since 2017 and has also worked at Wells Fargo Bank since 2016. 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.

Stephen Foody is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America for ten years before joining Wells Fargo in 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, combining proprietary research and third-party analytics with a broad selection of brokerage and advisory solutions.

Geoffrey Moore is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 4 years of industry experience. He has been with Wells Fargo Clearing since 2013. Wells Fargo Advisors is a national securities firm providing 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 offers both brokerage and advisory solutions.

Janet Clements is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 designations and 38 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as Finance Council Chair at Christ the King Catholic School. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Joseph Ossi is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Ossi also holds a real estate license in Florida and serves as power of attorney for a family member. 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.

Candice Neel is a financial advisor at Wells Fargo Clearing with the Series 66 designation and no prior industry experience. Her work history includes positions at Wells Fargo Bank, LPL Enterprise LLC, Brown & Brown Insurance, US Bank, and City National Bank. She is also involved in non-variable insurance activities tied to previous roles in insurance agencies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Raelawn Dawson is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Advisors and Wells Fargo Bank. Outside of finance, he works as an interior designer for William Sonoma. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm provides both brokerage and advisory solutions, leveraging research and analytics to support diversified investment approaches.

Arthur Dobosiewicz is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo in 2019. Outside of his advisory role, he owns two LLCs that hold yachts. 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 employs research-driven investment approaches and offers a broad range of brokerage and advisory solutions.

Taylor Willetts is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Bank, Fidelity Investments, and Carter Healthcare. 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, serving as an ERISA fiduciary and offering both discretionary and non-discretionary investment services.