Keith Kohlmann is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Key Investment Services LLC, KeyBank, and Northwestern Mutual. 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 with an IPS-driven approach grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Dwayne Taylor is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors, LLC. Based in New York, NY, Taylor’s career spans over three decades within the Wells Fargo organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment vehicles including insurance-related products and bank deposit sweep options.

Jonathan Marks is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 designations and 12 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. Marks also maintains a role with Wells Fargo Bank, N.A. since 2014. 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 services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Casey Deciutiis is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2016. 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.

Aron Turk is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at firms including Securities America Advisors, Nylife Securities, and New York Life Insurance Company. His activities outside of advisory services are limited to occasional real estate investment. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach that incorporates diversification and modern portfolio theory while providing a broad range of brokerage and advisory solutions.

Brandon Rosen is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 63 designation and nine years of industry experience. His previous roles include positions at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of advisory work, he has ownership interests in private investment ventures. 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.

Andrew Smith 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, previously working at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their 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 their investment offerings.

William Zaimes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cody Corcoran is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and AXA Advisors LLC. Prior to his advisory career, he spent eight years working at Matthew's Seafood House. 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 grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Yesbelt Fernandez is a financial advisor with Wells Fargo Clearing based in New York, NY, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, and HSBC Securities (USA) Inc. Outside of finance, he owns YESSPIRAL, LLC, where he works as a tarot reader and consultant, and he is an author of a personal development book focused on lunar cycles, tarot, and astrology. 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 grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Kwasi Asare is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 65 and Series 63 credentials and eight years of industry experience. His work history includes roles at Wells Fargo Bank, JP Morgan Chase & Co., and Lehman College. Outside of finance, he was involved with Zero Gravity Basketball from 2017 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm leverages research from Wells Fargo Investment Institute and emphasizes diversification and modern portfolio theory in its investment approach.

Ram Avadyaev is a financial advisor at Wells Fargo Clearing in New York, NY, with 12 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Merrill, NYLIFE Securities LLC, Allstate Corporation, Stitched, JP Morgan Securities LLC, Transamerica Financial Advisors, and World Financial Group Inc. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Ryan Barnett is a financial advisor at Wells Fargo Clearing in New York, NY, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates and Voya Investment Management. Outside of his advisory role, Barnett is a co-owner and CEO of Metro Drivers Club LLC, a car rental business based in New York. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Darryl Tombacher is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney with full trading authority for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Mike Berman is a CFP® professional with 34 years of industry experience, currently serving at Wells Fargo Clearing since 2020. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he worked from 2011 to 2020. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Cordia Taylor is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Taylor is also the founder of The C. James Taylor Scholarship and serves as a board member at Marist College. 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 supported by research and analytics from Wells Fargo Investment Institute.

Shane Drumm is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Wells Fargo Clearing Services, LLC and has prior experience 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 supported by research from Wells Fargo Investment Institute and external sources.

Adam Shafiroff is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc and Jefferies 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Wilson Fung is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63, 65, and 66 designations and 28 years of industry experience. His prior firms include Citigroup, Cetera Investment Services, Investors Bank, and HSBC Bank USA. 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 research from Wells Fargo Investment Institute and third-party sources to evaluate investment options within a broad range of brokerage and advisory solutions.

Mark Kaschenbach is a financial advisor with Wells Fargo Clearing based in New York, NY. He holds a Series 66 designation and has 20 years of industry experience. Kaschenbach has been with Wells Fargo Clearing since 2016, including a brief tenure at WELLS FARGO Advisors, LLC in the same year. 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 guided by investment policy statements and modern portfolio theory, with a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.