John Abrams is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding the ChFC® and Series 66 designations. He has 28 years of industry experience, including prior roles at A. G. Edwards & Sons, Inc. and Morgan Stanley Dw Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory, while offering both brokerage and advisory solutions.

Ernest Santeralli is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and 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 provides both brokerage and advisory solutions supported by research and analytics from internal and external sources.

James Bann is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Great Lakes Advisors, 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 manages roughly $671 billion in assets through more than 14,000 advisors and employs research-driven investment strategies that incorporate diversification and modern portfolio theory.

Joe Estes is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding CFP®, Series 63, and Series 66 designations and bringing 38 years of industry experience. He worked at A. G. Edwards & Sons, Inc. for eight years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a trustee of his mother’s trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions with a large-scale operation.

Darrel Swienton is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2019, following eight years at UBS Financial Services Inc. 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 based on modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Philip Schlitter is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at National Life Group and Equity Services Inc, as well as work related to Bradley University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Paul Reider is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2003 to 2008. 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 through a network of over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Jesse Diaz is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Wells Fargo Clearing, UBS Financial Services, and Prudential Equity Group. 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 analytics to implement diversified investment strategies across brokerage and advisory platforms.

Nadine Gordon is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding Series 63 and Series 66 licenses. She has 44 years of industry experience, including prior roles at A. G. Edwards & Sons, Inc. from 2005 to 2008. Gordon 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, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, utilizing research and analytics to support diversified investment solutions.

Victoria Vandeleur is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held positions at UBS Financial Services and Morgan Stanley. Outside of finance, she was involved with the Sports Performance Volleyball Club for over a decade. 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 incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Bill Andrae is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions.

Thomas Puccinelli is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Morgan Stanley. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base including individual, corporate, and institutional investors. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Jack Carter is a Series 66-licensed financial advisor at Wells Fargo Clearing with six years of industry experience. His prior roles include positions at AuguStar Distributors Inc., Ares Wealth Management, Calamos Financial Services LLC, Dearborn Partners, and Fidelity Brokerage Services 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, managing approximately $671 billion in assets through more than 14,000 financial advisors. The firm utilizes research from Wells Fargo Investment Institute and third parties, employing diversification principles and modern portfolio theory in its investment evaluations.

Lisa Booe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for a combined total of 13 years. 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 the Wells Fargo Investment Institute.

Nichol Stimac is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Fifth Third Bank, Ameriprise Financial Services, PNC Investments, Manulife Investment Management, Citigroup Global Markets, Prudential Equity Group, and Merrill. 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, leveraging research and analytics guided by diversification principles and modern portfolio theory.

Paul Payne II is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a prior role at Prudential Equity Group, LLC from 2000 to 2003. Outside of his advisory work, he has an ownership interest in Reactor 88 Studios, a movie production company. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

Raymond Iozzo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2004 to 2008. 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 employs a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.