David Correale Jr. is a CFP®-credentialed financial advisor with 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Ameriprise from 2011 to 2015. 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.

Joseph Connelly is a financial advisor with Wells Fargo Clearing in Newtown Square, PA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent one year at Pacer Financial, Inc. 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.

Margaret Todd is a CFP® professional with 18 years of industry experience, currently affiliated with Wells Fargo Clearing where she has worked for 10 years. Prior to that, she was with Bruton Financial Advisors, LLC for three 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, utilizing research and analytics grounded in diversification and modern portfolio theory.

Michael Connelly is a financial advisor with Wells Fargo Clearing in Newtown Square, PA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns an ancillary investment group based in Newtown Square. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support diversified investment approaches and offers both brokerage and advisory solutions.

Kevin Connelly is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Distributors. 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 vehicles and bank deposit sweep options in its investment menus.