Jarett Elion is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. He also serves as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research from Wells Fargo Investment Institute and third-party databases to inform investment decisions.

John Cork is a CFP® professional with three years of industry experience, currently affiliated with Wells Fargo Clearing in New York, NY. His prior work includes roles at The Maxim Group and Newcastle University, as well as various positions unrelated to finance. Outside of his advisory duties, he holds partial ownership in a rental property. 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 proprietary research with third-party analytics to offer both brokerage and advisory solutions across a broad asset base.

Jedd Goldinger is a CFP® with 18 years of industry experience, currently affiliated with Wells Fargo Clearing since 2021. Prior to this, he held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA, where he worked from 2007 through 2021. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs in its product offerings.

Kent Schietinger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America Private Bank, Morgan Stanley, and HighVista Strategies. He also worked at Beaver Creek Ski School in 2019. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 advisors, providing brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Theresa King is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities prior to joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Fredrick Lluberes is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup Global Markets, Merrill Lynch, Pierce, Fenner & Smith, and Bank of America. Outside of his advisory role, Lluberes operates a courier service as an independent contractor. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Tayte Irvine is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and UBS Financial Services. Outside of finance, he has experience with non-financial organizations such as Auburn University and Sea Bright Lawn Tennis and Cricket Club. 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 approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases.

Francesco Zappoli is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked primarily with Key Investment Services and Wells Fargo Clearing throughout his career. 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 grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Garrett is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 66, Series 63, and Series 65 licenses. He has 13 years of industry experience, including prior roles at Bank of America and Wells Fargo Bank. 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. The firm manages approximately $671 billion in assets and supports a broad range of financial products and services.

Inna White is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 registrations and bringing 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank and Wells Fargo Advisors, LLC. White serves on the Brooklyn Advisory Committee of the UJA Federation New York, where she participates in meetings, identifies community needs, and provides strategic oversight on grantmaking. Wells Fargo Clearing specializes in retirement plan consulting for 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 broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Antonio Gurrera is a CFP® professional with 15 years of industry experience, currently serving at Wells Fargo Clearing since 2021. His prior experience includes roles at TD Bank N.A. and TD Private Client Wealth LLC from 2012 to 2021. Outside of his financial advisory career, he works as a freelance wedding photographer and videographer and volunteers as a financial coach for Wings for Widows. 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 employs a large network of financial advisors offering both brokerage and advisory solutions.

Mark Fidelio is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His work history includes ten years at Wells Fargo Clearing, seven years at Wells Fargo Advisors LLC, and over 20 years with Wachovia Bank, N.A. 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 sources.

Roger Mc Glynn is a Series 66-registered financial advisor with 12 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and Financial Recruiters, LLC. Mc Glynn is based in New York, NY. 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 provides both brokerage and advisory solutions.

Abbidale Spencer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Wells Fargo in 2025, Spencer worked at J.P. Morgan Securities and Citigroup. Outside of advisory work, Spencer has been involved as a 50% owner and member of LLCs managing rental properties. 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 grounded in modern portfolio theory. The firm includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment offerings.

Marcus Briscoe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked at firms including Morgan Stanley Private Bank, Bank of America, Merrill Lynch, and J.P. Morgan Securities. 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.

Aneesh Paul is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several major firms, including Bank of America, Merrill, and CitiGroup. 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 process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Dionis Lozano Jr. is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and also works with Wells Fargo Bank, N.A. since 2015. 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, uses modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Peter Valdez is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Arlington Fire District Board of Fire Commissioners and the Wappingers Central School District Board of Education. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Judy Visciano is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she has a minority ownership interest in a family auto parts business. 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 and analytics from Wells Fargo Investment Institute.

Boris Wolff Metternich is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-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.