Max Myers is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2024, and previously worked at Bank of America and Merrill from 2015 to 2024. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Shawn Nolan is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at JPMorgan Securities LLC for eight years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Martin is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Outside of his advisory role, Martin holds a real estate license and has ownership interests in retail product sales and family investment companies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Charles Anastasiou is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as assistant treasurer for the Cyprus Children's Fund, a charitable foundation. 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 uses research-driven strategies and offers both brokerage and advisory solutions supported by a large network of financial professionals.

Jay Richman is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm operates with more than 14,000 advisors and approximately $671 billion in assets under management, providing both brokerage and advisory solutions.

Richard Ciarletta is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His prior roles include positions at UBS Financial Services and Credit Suisse Securities (USA) LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options alongside traditional vehicles.

Landen Talber is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 licenses. He has been with Wells Fargo since 2026 and previously worked at Get Me Healthcare and held teaching positions at the University of Wisconsin-Madison, Spanish River High School, and Omni Middle School. 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, relying on research and modern portfolio theory in its investment approach.

Harris Cohen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Hightower and Schneck Law Group. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with options for discretionary plan-level investment management and a broader set of financial product offerings than typical for large institutional advisers.

Tasos Zambas is a financial advisor with Wells Fargo Clearing in Piscataway, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with 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 grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Richard Zheng is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. 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 broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Pierre Chery is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, with prior experience at Scottrade, Bank of America, and Merrill. Outside of his advisory role, he co-owns a web design and online marketing business and serves as treasurer for a nonprofit providing emergency shelter for the homeless. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Ryan Mcdermott is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Foreside Fund Services, Global X Management Company, and Wells Fargo Advisors. Outside the financial sector, he has experience working in the hospitality industry, including at Bedford Hall Craft Kitchen and Bar. 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, using research and analytics to support investment decisions.

Ilona Weiss is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for JP Morgan Chase Bank and JP Morgan Securities LLC for eleven years. Outside of her advisory career, she has been involved with Linea Aqua LLC since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through a range of advisory and brokerage services, including retirement plan consulting and investment management, supported by research from Wells Fargo Investment Institute and third-party sources.

Arthur Thompson is a financial advisor at Wells Fargo Clearing with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Mayers is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. He is involved in a financial literacy and mentoring program called Little Pharaoh's Financial Literacy & Mentoring Program. 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 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.

Demetrios Athanasopoulos is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. In addition to his advisory roles, he has been affiliated with Montclair State University since 2006. 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, serving plan objectives with a diverse range of investment options including insurance-related vehicles and bank deposit sweep programs.

Innokentii Panteleev is a CFP® professional with nine years of industry experience, currently with Wells Fargo Clearing. His prior roles include positions at Bank of America, Merrill, and Citibank. Outside of his advisory work, he serves as Treasurer for a condo association and owns an ecommerce business selling home goods and electronics. 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 along with diversification principles and modern portfolio theory to evaluate investment options.

Christopher Dorgler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing Services since 2019 and previously was employed by The Ayco Company, L.P./Mercer Allied, United Way of the Greater Capital Region, and The College of Saint Rose. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, delivering both non‑discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Peter Marzullo is a Series 66-licensed financial advisor with Wells Fargo Clearing in New York, NY, bringing 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and 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. The firm follows an IPS-driven advisory process based on modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, within its investment menus.

Theodore Geller is a financial advisor at Wells Fargo Clearing with 56 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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. 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.