Jared Crouse is a CFP® professional with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His background includes a prior role at WELLS FARGO Advisors, LLC. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Ferraro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at Computer Services Inc for three years and has held positions in various fields including education and food service. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement 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 data.

Nelia Mc Bride is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and The Vanguard Group. 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 extensive research and analytics.

William Angelos is a financial advisor with Wells Fargo Clearing in Radnor, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

James Mcfadden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Eagle Fund Distributors and Carillon Tower Advisers, Inc. 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 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 products and bank deposit sweep options in their investment offerings.

James Stotter is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 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. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Helena Estvanova is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Wells Fargo entities since 2010. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

William O’Brien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Morgan Stanley & Co. Incorporated. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes an IPS-driven process tailored to plan objectives and demographics, with a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Vanessa Paparone is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2021. Her prior work includes positions at Wells Fargo Bank, nA, Smoothie King, and Berman Blake Associates. 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 process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bruce Chmara is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank, National Association. He has been with Wells Fargo Clearing since 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.

Patricia Mcnamara is a CFP® professional with 42 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to client plan objectives and risk tolerances. The firm is notable for including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Deering is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Morgan Stanley Distribution, Inc. and BlackRock, where he worked from 2014 to 2018. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, 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 from Wells Fargo Investment Institute and third-party data.

Jennifer Guarino is a financial advisor with Wells Fargo Clearing in Radnor, PA, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she co-manages rental properties with her spouse. 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 combines research and analytics with a range of brokerage and advisory solutions, serving more than 14,000 financial advisors and overseeing approximately $671 billion in assets.

Byron Clark is a financial advisor with Wells Fargo Clearing in Radnor, PA, holding Series 63, 65, and 66 licenses and 31 years of industry experience. His prior work includes twelve years at BNY Mellon and two years at New England Securities. He serves as a trustee for a family trust in New York. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven investment evaluation with a broad range of brokerage and advisory solutions.

William Rapine is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Morgan Stanley and The Vanguard Group, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Michael Maitner is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and bringing 20 years of industry experience. Prior to joining Wells Fargo in 2024, he worked at Calamos Advisors LLC and Calamos Financial Services LLC for seven years, and spent one year at LoCorr Distributors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides a range of advisory services, including financial planning and retirement plan consulting, utilizing research and analytics to support portfolio diversification and investment selection.

Christopher Shields is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a roving umpire for the United States Tennis Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including a Plan Level Investment Selection 3(38) option.

Judah Rubin is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones, JP Morgan Securities, and JPMorgan Chase Bank. Outside of his advisory role, he is involved in managing family real estate holdings through Belmont Residences LLC and RRR Real Estate Associates, LP. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary options and includes a broad range of investment choices such as insurance-related vehicles and bank deposit sweep programs.

Salvador Constantino Arizaga is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and four years of industry experience. His work history includes roles at Wells Fargo, Herr's Food Inc., Walmart, and Kennett High School. Outside of finance, he owns Sal and Sons Painting LLC, a residential and commercial painting 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Suzette Hippert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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.

Benjamin Crane is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at NRG Energy and Davey Resource Group and has a background that includes full-time education through 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 services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a focus on plan objectives, demographics, and risk tolerances.

Daniel Mandel is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Wells Fargo entities since 2011. Mandel serves on the finance committee of Congregation Adath Israel in Lower Merion, PA. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Morgan Kane is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors LLC. 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 research from its Investment Institute with third-party analysis to inform its diversified investment approach.

Peter Ressler Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Ressler serves on the Board of Trustees for Lycoming College, providing oversight on the college endowment and financial operations. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Gary Gounaris is a financial advisor with Wells Fargo Clearing in Radnor, PA. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including over 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale, with approximately $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

John Caven is a financial advisor with Wells Fargo Clearing in Radnor, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2013 to 2016. 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 advisory approach 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.

Katie Hemmert is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Joseph Shultz is a financial advisor with Wells Fargo Clearing in Radnor, PA, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, employing research and analytics to support its investment approach.

Thoma Capo is a Series 66-registered financial advisor with two years of industry experience. He has worked at Wells Fargo Clearing since 2025 and previously held roles at Pruco Securities LLC and M&T Bank. Outside of his advisory career, he has owned and managed rental properties in Pennsylvania. 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 diversification principles and modern portfolio theory to provide brokerage and advisory solutions.

Kevin Janke is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services for nine years and Merrill for seven years. Outside of his advisory role, he manages rental property in Colorado. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Debra Jette is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 63 designation and has previously worked at Raymond James & Associates, Inc., and Wells Fargo Advisors, LLC. 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, leveraging research and analytics to support its investment approach.

Judith Ludovico is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC. 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.

Sandra Neill is a financial advisor with Wells Fargo Clearing in Wayne, PA, holding a Series 63 designation and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 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. The firm’s advisory approach 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.

Samuel Bookbinder is a financial advisor with Wells Fargo Clearing in Wayne, PA, holding a Series 63 designation and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, and it includes a discretionary investment option that incorporates a broader range of financial products than is typical for large institutional advisers.

Natalie Muscatell is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds the Series 66 designation and has previously worked at LPL Enterprise, Pruco Securities LLC, and CanDo Financial. Outside of finance, she has worked as a server and bartender at Karla's Restaurant and Bar in New Hope, PA. 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 databases.

Joseph Rubin 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 Clearing since 2016, following 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 a broad range of investment options, including insurance‑related vehicles and bank deposit sweep programs.

Scott Dolson is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Radnor, PA. He has 16 years of industry experience, including prior roles at Grant Street Asset Management, Mellon, The Bank of New York Mellon, MBSC Securities Corporation, and Mellon Capital Management. 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.

Megan Grahn is a financial advisor with Wells Fargo Clearing in Radnor, PA, holding Series 63 and Series 66 credentials and nine years of industry experience. She has been with Wells Fargo Clearing Services since 2016. 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 supports over 14,000 financial advisors, offering both brokerage and advisory solutions.

Victor Lugo is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. He has been with Wells Fargo Clearing since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s 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.