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Michael M

Series 63, Series 65

Manchester, NH

Wells Fargo Clearing

Michael Mackey is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Linda S

Series 63, Series 65

Manchester, NH

Wells Fargo Clearing

Linda Sirois is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Prudential Equity Group, LLC from 1998 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Mathew F

CFP®, Series 66

Manchester, NH

Wells Fargo Clearing

Mathew Fabiani is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2025, following roles at Ameriprise Financial Services and Morgan Stanley in various capacities from 2011 to 2025. He serves as Chair of the Andover Contributory Retirement Board in North Andover, MA. 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, employing research-driven investment strategies and offering a broad range of financial products.

Retired Founder/Business Owner
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Eric G

Series 63, Series 66

Manchester, NH

Wells Fargo Clearing

Eric Gould is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His prior work includes three years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national 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.

Retired Founder/Business Owner
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Nataly M

Series 66

Manchester, NH

Wells Fargo Clearing

Nataly Miguel is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 66 designation and has previously worked at Liberty Mutual, HCS, and SOVOS Compliance. Outside of finance, she has been involved with Atmosphere Salon since 2013. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Retired Founder/Business Owner
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Richard H

CFP®, Series 63, Series 65, Series 66

Manchester, NH

Wells Fargo Clearing

Richard Hendl is a CFP® professional associated with Wells Fargo Clearing with 34 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously spent five years at Alps Fund Services. 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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John H

Series 63, Series 65

Manchester, NH

Wells Fargo Clearing

John Halloran II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at UBS Financial Services for eight years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm uses an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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John A

Series 63, Series 65

Manchester, NH

Wells Fargo Clearing

John Adie is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1997 to 2003 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through over 14,000 financial advisors.

Retired Founder/Business Owner
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Ian M

Series 63, Series 65

Manchester, NH

Wells Fargo Clearing

Ian Macneill is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo Clearing in 2025. 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 driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Retired Founder/Business Owner
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Allan C

Series 63, Series 65

Manchester, NH

Wells Fargo Clearing

Allan Crudale is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Gail L

Series 63, Series 65

Manchester, NH

Wells Fargo Clearing

Gail Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent eight years at Citigroup Global Markets. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Rachael C

Series 63, Series 66

Manchester, NH

Wells Fargo Clearing

Rachael Cronin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at Fidelity Investments, RBC Capital Markets, and LPL Financial. 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 grounded in modern portfolio theory, with both non-discretionary and discretionary options tailored to plan objectives and demographics.

Retired Founder/Business Owner
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Joseph H

Series 63, Series 65, Series 66

Manchester, NH

Wells Fargo Clearing

Joseph Hubbell is a financial advisor with Wells Fargo Clearing who holds Series 63, 65, and 66 designations and has 42 years of industry experience. His prior roles include positions at Raymond James & Associates, Snowden Lane Partners, Merrill, J.P. Morgan Securities, and UBS Financial Services. Outside of his advisory work, he serves as an arbitrator for FINRA and as Harbor Master and Harbor Control Commission member for the Incorporated Village of Harbor in Lloyd Harbor, New York. 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 utilizes research-driven investment approaches based on diversification principles and modern portfolio theory.

Retired Founder/Business Owner
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Debra N

Series 66

Manchester, NH

Wells Fargo Clearing

Debra Nelson is a Series 66 credentialed financial advisor with 20 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at RBC Capital Markets from 2011 to 2012. 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Lawrence D

Series 66

Manchester, NH

Wells Fargo Clearing

Lawrence Depaulis is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory role, he is involved with searchable.ai, providing financial advice related to short-term cash management accounts. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, combining IPS-driven investment processes with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Lara C

Series 63, Series 66

Manchester, NH

Wells Fargo Clearing

Lara Chulack is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following prior roles at UBS Financial Services and A. G. Edwards & Sons, Inc. Chulack holds an inactive real estate license in New Hampshire. 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 a large team of advisors and utilizes research, analytics, and diversification principles in its investment approach.

Retired Founder/Business Owner
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Edward L

Series 63, Series 65

Manchester, NH

Wells Fargo Clearing

Edward Lynch Jr. is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an executor for an estate. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research and analytics to inform its investment approach and providing both brokerage and advisory solutions.

Retired Founder/Business Owner
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Douglas T

Series 63, Series 66

Manchester, NH

Wells Fargo Clearing

Douglas Thompson is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets, Morgan Stanley, and UBS Financial Services. 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.

Retired Founder/Business Owner
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Cathleen B

Series 63, Series 65

Manchester, NH

Wells Fargo Clearing

Cathleen Brennan is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services and Merrill. Her spouse owns a local trucking company, The Running Man Courier Service, 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 combines research and analytics with a large-scale platform offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Clifton S

Series 63, Series 66

Manchester, NH

Wells Fargo Clearing

Clifton Spinney Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 26 years of industry experience. He previously worked at UBS Financial Services for eight years before joining Wells Fargo in 2021. 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.

Retired Founder/Business Owner
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Raymond M

Series 63, Series 65

Manchester, NH

Wells Fargo Clearing

Raymond Murphy is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services from 2002 to 2009. Outside of his advisory work, he serves on the finance committee of the Burlington Country Club. 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 its own research with third-party analytics to evaluate investment options, offering both brokerage and advisory solutions through a large network of advisors.

Retired Founder/Business Owner
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