David Tarrio is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63, Series 65, and Series 66 licenses. He has 30 years of industry experience, including prior roles at J.P. Morgan Securities LLC and MoneyLion Securities, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Avdul Demiri is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at TD Bank, N.A. and TD Private Client Wealth LLC for 11 years. He is based in New York, NY. 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.

Ayham Bahnassi is a Series 66 licensed financial advisor with six years of industry experience. He has worked at Wells Fargo Clearing Services since 2026, following roles at Morgan Stanley and Wells Fargo Private Bank. He is based in New York, NY. 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 offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party analytics.