Joshua Dopirak is a financial advisor with Wells Fargo Clearing in Miami, FL, holding the Series 66 designation and bringing 25 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. for eight 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 a range of brokerage and advisory solutions supported by research and analytics.

Matthew Halpern is a financial advisor with Wells Fargo Clearing in Miami, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include 16 years at Blackrock Investments, Inc. and three years at Merrill Lynch Investment Managers LP. 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, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Lim Leigh is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. 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, participant education, and plan benchmarking. 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.

Mark Luxenburg is a financial advisor with Wells Fargo Clearing in Miami, FL, holding Series 63 and Series 65 licenses and has 37 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. 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 based on modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.