Charles Faig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with 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, incorporating a broader set of financial products than many large institutional advisers.

Guido Mejia Aguaiza is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Bank, NA beginning in 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering tailored investment advice and discretionary plan-level investment selection options, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Bassem Benjamin is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2021. In addition to his advisory role, he works as an Uber driver in Bergen County, NJ. 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.

James Botte is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 65 and Series 63 designations and 17 years of industry experience. His career includes roles at TD Securities, Citigroup Management Corp., and JPMorgan Chase. 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 across more than 14,000 financial advisors. The firm combines research from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions.

Kelly Lynn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked with Wells Fargo in various capacities since 2008 and has been affiliated with William Paterson University since 2006. 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 among its investment offerings.

Elizabeth Novak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. She has worked within various Wells Fargo entities since 2013, including Wells Fargo Bank, N.A. and Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, combining research and analytics with a broad range of brokerage and advisory solutions.

John Murphy is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank, N.A. since 2002. Outside of his advisory role, he performs musical entertainment at local events through his own business, John Murphy Musical Entertainment. 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 approach 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.

Joshwin Clervoix is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc., where he has been employed since 2019, as well as earlier positions at Wells Fargo Advisors and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Purnima Mahindrakar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank since 2017 and previously held positions at PNC Investments LLC and PNC Bank from 2014 to 2017. 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 roughly $671 billion in assets through over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

John Olson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Wells Fargo Clearing and its affiliated entities since 2018. Outside of his advisory role, Olson owns and operates American Home Watch, a home security and house-sitting service. 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 from its investment institute with third-party analytics to support its investment approach, serving a broad client base with both brokerage and advisory solutions.

Hany Elhelw is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. 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 investment options, including insurance-related vehicles and bank deposit sweep programs.

Sandra Fernandes is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Her career includes roles at Bank of America, Merrill, NYLIFE Securities LLC, New York Life Insurance Company, and Morgan Stanley. She is currently based in Short Hills, NJ. 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 range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Holly Kogan is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following three years with Wells Fargo Advisors, LLC. 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 IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gaetano Ciccarella is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. 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 grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Matthew Giugliano is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 12 years before joining Wells Fargo Clearing in 2022. 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, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerances.

Lisette Artiga is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Unity Bank. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Joram Manyatta is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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.

Orlando Campos Jr. is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill. Campos is based in New York, NY. 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. The firm follows an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Palmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. for a combined total of 21 years. 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.

Samuel Bond is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 designations and two years of industry experience. His prior roles include positions at Wells Fargo Bank, nA, and Wells Fargo. He completed full-time education from 2013 to 2024 before starting his advisory career. 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.