Daniel Hackman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2011 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings than typical for large institutional advisers.

Andrew Kousouros is a CFP® with 15 years of industry experience, currently serving at Wells Fargo Clearing since 2017. Prior to that, he worked at J.P. Morgan Securities from 2012 to 2017. Outside of his advisory role, he manages Hajimee, LLC, a property upkeep business in Poughkeepsie, NY. 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 investment approach is IPS-driven and includes a wider range of financial products such as insurance-related vehicles and bank deposit sweep options.

Craig Champagnie is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 63 designation and 19 years of industry experience. His background includes roles at JPMorgan Chase, Morgan Stanley, and Alticor Corporation. Outside of his advisory work, he is involved in property management as the sole proprietor of rental real estate holdings. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm employs a research-driven approach utilizing modern portfolio theory and provides both brokerage and advisory solutions across a broad asset base.

Christopher Benchik is a CFP® professional with 17 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2024 and previously held roles at JP Morgan Chase Bank, N.A. and JP Morgan Securities LLC. He was also involved with Royal Pups, LLC, a business he operated for six years. 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 the Wells Fargo Investment Institute.

Jamison Embury is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has previously worked at Morgan Stanley Private Bank and Uber, and has experience in both financial services and other sectors. 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 and analytics with a broad platform of brokerage and advisory solutions.

Scott Moenig is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their individual priorities and develop personalized financial plans aimed at achieving their personal and family goals. Scott's expertise includes investment management, retirement planning, and preparing for unexpected financial needs. He emphasizes connecting all aspects of a client's financial life to help prioritize objectives and provide ongoing advice as those needs evolve. He holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from FDR High School. Outside of his professional work, Scott is involved in his community through participation in Kiwanis.

Mason Polk is a Series 66 registered advisor with five years of industry experience, currently working at Wells Fargo Clearing Services LLC since 2021. His prior work includes roles at Digital Intelligence Systems and BAWL Construction Cleaning, as well as involvement with the Fulbright U.S. Student Program and various arts organizations. He owns Polk & Brothers, a consulting business in St. Louis focusing on creative direction and the arts. 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 combination of brokerage and advisory solutions.

Abdul Ferogh is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Citigroup, JP Morgan Chase Bank, Merrill, Bank of America, and Suntrust. Outside of his advisory role, he owns Ferogh Capital LLC, where he is involved in flipping, renovating, and staging homes. 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 grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Beatriz Chung Hu is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Bank, HSBC Securities, HSBC Bank USA, and Bank of America. 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 manages approximately $671 billion in assets and combines in-house research with third-party analytics to support its investment and retirement solutions.

Olga Sulla is a financial advisor at Wells Fargo Clearing with Series 65 and Series 66 licenses and four years of industry experience. Her prior roles include positions at JP Morgan Securities, Edward Jones, Bank of America Merrill Lynch, Citibank, and a long tenure at the World 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 combines brokerage and advisory solutions supported by proprietary research and third-party analytics.

Gretchen Vaneyck is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA, as well as City National Bank and HSBC. 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.

Scott Salisbury is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Salisbury serves as treasurer for Ducks Unlimited of Connecticut and is a finance and endowment committee member for The Camp Fire Club of America. 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 broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

David Cleveland Jr. is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities LLC, and J.P. Morgan Chase Bank. Before entering finance, he worked briefly at The Rock Health and Fitness Club and Converse, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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.

Mauricio Espinoza is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2012 to 2016. He has been associated with Wells Fargo Bank NA since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Martin Butler Jr. is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2022. His prior experience includes roles at JP Morgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is involved in managing investment-related entities. 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 IPS-driven process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Freiheit is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2015. 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 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.

Ellen Dejewski is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She previously worked at Stephens Inc. for over 20 years before joining Wells Fargo in 2023. She holds a Series 63 designation. 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Tuvia Liberman is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has worked at Wells Fargo Clearing since 2022 and previously held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley from 2018 to 2022, as well as positions at B.E. Capital Investments LLC and Aiq, 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 investment process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Aidan Kelly is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Citco Fund Services, and Grasso Associates. 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.

Jonathan Spitalny is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Stephens Inc. and Morgan Stanley, where he worked in both the private bank and broader advisory capacities. He is based in New York, NY. 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 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.