James Botte is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and 17 years of industry experience. His prior roles include positions at TD Securities (USA) LLC, Citigroup Management Corp., and JPMorgan Chase Bank NA. He is currently based in Short Hills, 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, utilizing research from Wells Fargo Investment Institute and third-party databases to guide investment decisions.

Kelly Lynn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank, NA. Lynn has also been affiliated with William Paterson University since 2006. 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 from Wells Fargo Investment Institute and third-party analytics.

Elizabeth Novak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and ten years of industry experience. She has been with Wells Fargo Bank, N.A. since 2013 and with Wells Fargo Clearing since 2022. 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 combines research from Wells Fargo Investment Institute with diversification principles and offers both brokerage and advisory solutions across a large platform.

John Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank since 2002. Outside of finance, he owns and performs with a musical entertainment business at local events. 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 proprietary research with third-party analytics to offer diversified investment solutions and supports a range of financial products through affiliated bank and insurance entities.

Joshwin Clervoix is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with HSBC Bank USA, N.A., and HSBC Securities (USA) Inc. since 2019, and previously served at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2015 to 2019. 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 in-house research and third-party analytics to guide investment decisions and operates both brokerage and advisory platforms with a large network of financial advisors.

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 at Wells Fargo Clearing with 31 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, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Sandra Fernandes is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding a Series 66 designation and four years of industry experience. Her prior work history includes positions at Bank of America, Merrill, NYLIFE Securities LLC, New York Life Insurance Company, and Morgan Stanley. Fernandes previously spent eleven years at Wells Fargo Clearing before her current role. 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 utilizes research from Wells Fargo Investment Institute and third-party databases, applying diversification principles and modern portfolio theory in its investment evaluations.

Holly Kogan is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds the Series 63 designation 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.

Gaetano Ciccarella is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 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 brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

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 with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Bank of America, Merrill, and experience outside finance such as positions at the Cheesecake Factory and New Jersey City University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, operating with more than 14,000 financial advisors and approximately $671 billion in assets under management.

Joram Manyatta is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 23 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, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of investment options supported by Wells Fargo Investment Institute research and third-party analytics.

Stephen Williams is a CFA® charterholder with three years of industry experience. He is currently associated with Wells Fargo Clearing and Wells Fargo Bank, where he has worked since 2022. Prior to that, he held roles at EZ Alternative Ltd. and Chenavari Investment Managers. 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 both brokerage and advisory solutions, employing research and analytics grounded in diversification principles and modern portfolio theory.

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 at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following tenures at Wachovia Bank and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions supported by extensive research and analytics and manages assets of approximately $671 billion.

Samuel Bond is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 designations and two years of industry experience. His prior experience includes roles at Wells Fargo Bank, N.A., and Wells Fargo, alongside a period of full-time education. Wells Fargo Advisors is a national securities firm that offers investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions based on research and diversification principles.

Alana Kyprianou is a financial advisor with Wells Fargo Clearing in Short Hills, NJ. She holds a Series 66 designation and has six years of industry experience. She has been with Wells Fargo Clearing Services since 2019 and has worked at Wells Fargo Bank, NA 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 combines proprietary research and third-party analytics to offer diversified investment options and provides a range of brokerage and advisory solutions.

Sami Wahid is a financial advisor with Wells Fargo Clearing in Middlesex, NJ, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, JPMorgan Securities LLC, PNC, and Weichert Realtors. 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 range of investment options, including insurance-related vehicles and bank deposit sweep programs.