Albert Dandrea Jr. is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes prior roles at Citigroup, LPL Financial, HSBC Securities (USA) Inc., and Capital One Financial Advisors LLC. Outside of his advisory work, he is involved in the food service industry as a restaurant consultant and partner in several related businesses. 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 utilizes research and analytics to guide investment selections and offers a broad range of brokerage and advisory solutions.

Tiffany Diaz is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Citibank NA. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Thomas Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 33 years of industry experience. His career includes 15 years at HSBC and over nine years at Wells Fargo Bank before joining Wells Fargo Clearing in 2021. He serves as a representative of the Town Meetings in Darien, Connecticut, contributing to local civic activities. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Luis Cabral is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, HSBC Bank USA, and KeyBank among other firms. 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 uses research-driven, diversification-based investment approaches while offering both brokerage and advisory solutions.

Colleen Glavin Beiner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 35 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent five years at J.P. Morgan Securities. 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 approach is IPS-driven and employs modern portfolio theory, acting as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerances.

Thomas Fostvedt is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors from 2011 to 2016. Outside of his advisory role, he serves as an executor of a client’s estate. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Varun Soondar is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Clearing in 2025, he worked at Morgan Stanley from 2023 to 2025 and JP Morgan Securities LLC from 2016 to 2023. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Pauline Schwartz is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018, previously spending three years at Briden Chase LLC. 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.

Lorraine Brady is a financial advisor with Wells Fargo Clearing in Melville, NY, holding a Series 66 designation and 18 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. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Anna Cheng is a financial advisor with Wells Fargo Clearing in Great Neck, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at various Wells Fargo entities since 2015. Outside of her advisory role, she works part-time as a delivery driver for DoorDash. 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 approach incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related products and bank deposit sweep programs.

Sonia Karia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. She previously worked at J.P. Morgan Securities for 12 years before joining Wells Fargo Clearing. Outside of her advisory role, she owns and operates a jewelry store and a 5G internet business. 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 a range of financial products including insurance-related vehicles and bank deposit sweep options.

Thomas Kenny is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company of America. 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 incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Jenna Adams is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2015. Outside of her advisory role, she co-owns a rental property in Massapequa, NY. 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 advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Anthony Marks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial Services LLC and Alliance Global Partners. Outside of finance, he performs administrative duties for his father's e-commerce company, The Dural Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets with over 14,000 advisors.

Zoran Vaz is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He has held positions at Wells Fargo Advisors from 2011 to 2016 and has been with Wells Fargo Clearing since 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 services that are IPS-driven and grounded in modern portfolio theory. The firm’s investment approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Eric Sanchez is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and also works with Wells Fargo Bank NA. Outside of finance, he works as a customer service representative at Nordstrom Rack. 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 approach is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broad range of investment vehicles including insurance-related products.

David Caterisano is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, NYLife Securities LLC, and New York Life. Outside of finance, he serves as a board member for the Town of East Hampton’s Board of Finance and is involved with Major League Baseball in a junior support capacity. 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 from Wells Fargo Investment Institute and third-party databases.

Mitchell Fischer is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. 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 approach 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.

Kwayne Estrim is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2025, he worked at Morgan Stanley, Equitable Advisors, Northwestern Mutual, and Primerica. Estrim has also been employed by Queens College, Queensborough Community College, and the Metropolitan Transportation Authority. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Adrian Ozarchievici is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2017 and previously spent one year at HSBC Bank USA 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 offers both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.