Kevin Coughlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 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, he serves as a co-trustee and power of attorney for his mother’s investment matters. 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 IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related investment options and bank deposit sweep programs, distinguishing it within the institutional advisory space.

Cal Machalek is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and entering the industry in 2026. Prior to joining Wells Fargo, his work history includes roles outside the advisory field, such as at Oryx Insurance and the Union Endicott School District. 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 provides both brokerage and advisory solutions supported by Wells Fargo Investment Institute research and a range of financial products through related affiliates.

Annette Connors is a financial advisor with Wells Fargo Clearing in Johnson City, NY, holding a Series 63 designation and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. 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 advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Grady Coughlin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior roles include positions at BAE Systems and Visions Federal Credit Union, along with employment at Wells Fargo and Wells Fargo Advisors. 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 combines research from Wells Fargo Investment Institute with third-party data and employs diversification and modern portfolio theory in its investment evaluations.

Mark Saroka is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked previously at Wells Fargo Advisors LLC. Outside of his advisory role, he is a 50% owner of CARGOVIEW, Inc., a company involved in the creation, development, marketing, and sales of adjustable mirrors. 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 modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs in its offerings.

Joseph Chesna is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, having also worked at Wells Fargo Advisors, LLC for one year prior. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Christopher Curry is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Wells Fargo Clearing in 2023. 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.

Norman Button is a CFP® professional with 25 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a partner in a family limited partnership and co-owns a commercial building through a separate LLC. 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 investment approach is IPS-driven and incorporates modern portfolio theory, with an emphasis on plan-specific objectives and risk tolerances.

Cynthia Stogran is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. Their advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Joseph Guccione is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wells Fargo in 2026, he worked at UBS Financial Services for 12 years. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.