Anthony Falco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his industry experience in 2024. Prior to joining Wells Fargo, he held roles at Raymond Opticians and was engaged in full-time education. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Olga Kononenko is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She previously worked at Oppenheimer for six years before joining Wells Fargo in 2016. Outside of her advisory role, she works as a stylist for a nail product company on a part-time basis. 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 advisors, providing both brokerage and advisory solutions.

Joseph Lombardi is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Design Within Reach. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Stephen Steinthal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and previously spent eight years with Fieldpoint Private Securities. 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 than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Cornelia Crisci is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously employed at Wachovia Bank, N.A. since 1993. Outside of her advisory role, she serves as a power of attorney for a family member. 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 uses research and analytics to guide manager evaluations and investment selections, offering both brokerage and advisory solutions.

Lissette Figueroa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at UBS Financial Services for five years before joining Wells Fargo in 2022. 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.

Mark Weisser is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for his mother’s trust. Wells Fargo Advisors is a national securities firm providing 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 a range of brokerage and advisory solutions supported by proprietary research and third-party analytics.

Patricia Levey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 30 years of industry experience. She has been with Wells Fargo Clearing 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 a range of brokerage and advisory solutions supported by research and analytics.

David Birnbaum is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for family-related trusts and holds a small ownership interest in a yacht club. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to guide investment decisions and offers a broad range of brokerage and advisory solutions.

Jonah Evangelista is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank for eight 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 from the Wells Fargo Investment Institute and third-party analytics.

George Lombardi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo Clearing in 2017. Outside of his advisory role, he assists his wife with financial matters under a power of attorney. 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 services. The firm’s advisory process is IPS-driven and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Hausmann is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Joseph Ortolano Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing 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 employs a large network of over 14,000 financial advisors, providing both brokerage and advisory solutions.

Anthony Greier is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He has held positions at Wells Fargo Clearing Services LLC since 2018 and previously worked at Citigroup Global Markets from 2007 to 2018. Outside of his advisory role, he is a silent partner in a business entity unrelated to his investment activities. 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 integrates research and analytics from internal and third-party sources to support its investment approach.

Robert Geveda is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 10 years before joining Wells Fargo Clearing in 2023. 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. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Valerie Scimia is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves in multiple community positions, including as vice-president and board member of a tenants’ cooperative and as a board member of a neighborhood association in Bronxville, NY. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Ayden Zuber is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His work history includes roles at Wells Fargo Clearing, InFocus Financial Advisors, Stratosphere Social, and JLK Insurance Group, as well as time spent as a full-time student. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

James Rankowitz is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He is a member of the US SIF Financial Advisory Committee, promoting the use of sustainable investments. 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, supported by extensive research and analytics and a broad range of financial products.

Angela Bertorelli Casullo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is a notary public in the state of New York. 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, offering both brokerage and advisory solutions through a large network of advisors.

Ronald Casanova is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individual, corporate, and institutional investors. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Heather Brower is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Wells Fargo Clearing 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 utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of financial advisors.

Gregg Rosh is a financial advisor with Wells Fargo Clearing in Purchase, NY, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent a year at Prudential Equity Group, LLC. Outside of his advisory role, he serves as a co-trustee for a family trust in Boynton Beach, FL. 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 through more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Francis Mcgrail is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and previously held a position at UBS from 2016 to 2019. 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.

Vincent Iannucci Jr. is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Antony Brunetto is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2018, following an 11-year tenure at Citigroup Global Markets. 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 modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Crampton is a CFP® and CFA® with 22 years of industry experience. He is currently with Wells Fargo Clearing and has prior experience at Morgan Stanley Private Bank, N.A. and Morgan Stanley. 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 from Wells Fargo Investment Institute and third-party sources.

Christopher Sauro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Wells Fargo Clearing 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

James Hong is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for nine years before joining Wells Fargo in 2017. 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.

Elliot Pokoik is a CFP® professional with 43 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 1996 to 2003. 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 utilizes research and diversification principles to evaluate investment options and offers a broad range of brokerage and advisory solutions.

Kevin New is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent seven years at UBS Financial Services Inc. 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.

Sabrina Guglielmi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Private Advisor Group, LLC, LPL Financial, and teaching positions at Iona University and Sacred Heart University. Wells Fargo Clearing provides retirement plan consulting services 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 among its investment offerings.

Stephen Benincasa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously spent 11 years at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

James Wein is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing 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 provides both brokerage and advisory solutions.

Mark Smith is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has 21 years of industry experience, including 15 years at UBS Financial Services before joining Wells Fargo in 2021. 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 combines research from Wells Fargo Investment Institute and third-party sources to guide its investment approach, offering both brokerage and advisory solutions across a large platform.

Isabella Wakeman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She previously worked at Ameriprise and has held roles at Bentley University and the Greater New England Minority Supplier Development Council, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Raymond Kraus is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent over seven years with Morgan Stanley and its affiliated private banks. Outside of his advisory role, he serves in multiple leadership positions, including president, on the board of the Top of the Ridge Condo Association in Mamaroneck, 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 solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maria Barletta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. She previously worked at Janney Montgomery Scott for eight years and Stifel for eight years before joining Wells Fargo in 2024. Wells Fargo Advisors is a national securities firm providing 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 and offers both brokerage and advisory solutions.

David Mills is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing Services since 2021 and previously spent ten years with UBS Financial Services. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Sally Reagan is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Citigroup Global Markets. Reagan has been with Wells Fargo Clearing 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Paul Bronzo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His prior work includes three years at Prudential Equity Group, LLC. He serves as a trustee for his children’s investment trusts. 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 manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Sean Gibbons is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. His prior work includes roles at Morgan Stanley, Sumitomo Mitsui Banking Corporation, and Ernst & Young, as well as positions in education and health and wellness 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 manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Rajen Bakshi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics combined with diversification principles and modern portfolio theory to evaluate investment options.

Craig Degener is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a substitute organist for the Westchester County Chapter of the American Guild of Organists, playing for Sunday church services. 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 utilizes research and analytics to evaluate investment options, providing both brokerage and advisory solutions across a broad client base.

Robert Rogan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Wells Fargo Clearing for 10 years and has also been associated with Pace University since 1998. 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 and analytics.

Stacy Ruvo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as co-trustee of a family trust. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and provides both brokerage and advisory solutions through a large network of financial advisors.

Ryland Corry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Oppenheimer from 2009 to 2012 before joining Wells Fargo Clearing in 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, supporting a large network of advisors and offering a range of brokerage and advisory solutions.

Andrea Henlon is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 18 years of industry experience. She has been with Wells Fargo Clearing 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.

Michael Tramontelli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing 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, managing approximately $671 billion in assets with over 14,000 advisors. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Jacqueline Galotta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2006 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and emphasizes research-driven investment approaches based on diversification principles and modern portfolio theory.