Hugo Mujica Venero is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 63 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., and Santander Bank. 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.

Justo Valladares is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at Santander Securities, LLC and Santander Bank, NA over an 11-year period before joining Wells Fargo Clearing. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aayushi Jain is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank, NYLife Securities LLC, and New York Life Insurance Co. prior to her current role. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Miguel Carvallo is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and several other firms across different sectors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting with an approach that combines research from Wells Fargo Investment Institute and third-party analytics.

Kathleen Hurley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Douglas Elliman, and SG Americas Securities. She holds a real estate license associated with Douglas Elliman, although this activity is not investment related. 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 IPS-driven process incorporates a broad range of financial products, including insurance-related vehicles, and serves as an ERISA fiduciary when advising clients.

Sean Johnson is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at TIAA-CREF, Charles Schwab, Personal Capital Advisors Corporation, and E*Trade Securities. 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 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 vehicles and bank deposit sweep options in its investment menus.

Hunter Embury is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Nam Pho is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2016. 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.

Elizabeth Mccoy is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a prior role at WELLS FARGO Advisors, LLC. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Deborah White is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with Wells Fargo Bank, N.A. since 2011 and with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as an executor for her mother’s estate. 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 backed by research from Wells Fargo Investment Institute and third-party databases.

Kyle Drumm is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. 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.

Louis Palazzo is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at New York Life Insurance Company, New York Life Securities, Tullian, Inc., and as a self-employed advisor. 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.

Haney Dimian is a CFA® charterholder with 19 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2021. Prior to that, he spent eight years at TD Bank, N.A. and TD Private Client Wealth LLC. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Tanner Leroy is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and other affiliated firms. Outside of his advisory role, he occasionally assists with guest communications for a family-operated short-term rental 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 combines proprietary research with third-party analytics and offers both brokerage and advisory solutions across a broad range of financial products.

Christina Livaccari is a financial advisor with Wells Fargo Clearing based in New York, NY. She holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Clearing in 2026, she worked at Morgan Stanley and has been involved in community and recreational activities including the Coconut Grove Sailing Club and the Huguenot Yacht Club. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Sean Darroch is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at MUFG Securities Americas Inc. and Mizuho Securities in both the U.S. and Canada. 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 over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Giovanni Grande is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Grande is also a New York notary public. 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 grounded in modern portfolio theory. The firm’s approach includes a wide range of financial products, including insurance-related vehicles and bank deposit sweep options.

Glenn Wittpenn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he is a member of the Union League Club in New York, a social organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Olusegun Ayeni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior work includes roles at Bank of America, Merrill, and JPMorgan Chase. 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 research and analytics to evaluate investment options and operates at a large scale with over $671 billion in assets under management.

Orlando Vasquez is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. 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, incorporating a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.