George Schietinger Jr. is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

George Lesnik is a CFP® with 39 years of industry experience, currently serving at Wells Fargo Clearing since 2022. His prior roles include positions at JP Morgan Securities, LLC and Ameriprise 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Michaella Irvine is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. 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.

Bernard Joseph is a CFP®-designated financial advisor with 33 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Raymond James & Associates for seven years. Outside of his advisory role, he serves as president of the Farragut Gardens Condominium Corporation HOA in Brooklyn, New York. 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 supported by research and analytics.

Robert Karson is a financial advisor at Wells Fargo Clearing with credentials including Series 66 and Series 63. He has one year of industry experience, including prior roles at Northwestern Mutual Investment Services LLC, Philip Baus, and JPMorgan Chase. Wells Fargo Advisors is a national securities firm that provides 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 over 14,000 financial advisors and offers both brokerage and advisory solutions.

Michael Reuben is a financial advisor at Wells Fargo Clearing in New York, NY, holding a Series 66 designation with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2014 to 2016. 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 approach is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Samantha Lynch is a CFA® charterholder based in New York, NY, currently with Wells Fargo Clearing. She has two years of industry experience and previously worked at Morgan Stanley Private Bank and Summit Ridge Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Peter Cork is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. His prior firms include Wells Fargo Advisors, LLC and Citigroup Global Markets. Outside of his advisory work, he serves as a referee for the Westchester Youth Soccer League. 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 with more than 14,000 advisors and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brandon Margolis is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2018, following prior roles at Key Investment Services LLC and KeyBank. 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.

Canzheng Sun is a CFA® charterholder and holds a Series 66 license, with one year of experience in the financial industry. He is currently with Wells Fargo Clearing and has prior experience at NYLIFE Securities LLC, New York Life Insurance Company, and Zhongtai Securities Co. Ltd. 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 roughly $671 billion in assets and integrates research and analytics with diversification principles and modern portfolio theory to support its investment approach.

Steven Erenfryd is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and UBS Financial Services. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chad Minick is a financial advisor with Wells Fargo Clearing in New York, NY. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Morgan Stanley, Masterworks Advisers, and WestPoint Financial 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 manages roughly $671 billion in assets with over 14,000 advisors, offering both brokerage and advisory solutions.

Daniel Testa is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked at J.P. Morgan Securities from 2014 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and offers both non-discretionary and discretionary services, including a Plan Level Investment Selection 3(38) discretionary option.

Graham Holowchak is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 63 designation and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and Wells Fargo Bank, N.A. 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 supported by research from Wells Fargo Investment Institute and third-party data.

James Formato is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He has previously worked at Credit Suisse Securities and Pershing LLC. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Jared Klein is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and four years of industry experience. His prior experience includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., and Acuity Partners. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to evaluate investment options based on diversification and modern portfolio theory.

Joshua Carrick is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked within various Wells Fargo entities since 2013. 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 process 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.

Giorgi Batiashvili is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 licenses and five years of industry experience. His prior experience includes roles at Merrill and HSBC Securities (USA) Inc. 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 and offers both brokerage and advisory solutions.

Philip Michael is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Raymond James & Associates for seven 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Henry Saleeby is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley and Goldman Sachs. 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.