Kyle Warehime is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Merrill. 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 and employing over 14,000 financial advisors. The firm offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Julian Lim Hanna 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 was affiliated with New York University for four years. 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 advisory process includes preparation of investment policy statements, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Christopher Cort is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent time at Oppenheimer in 2007-2008. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Peter Horowitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Outside of his advisory role, he serves as treasurer for a homeowners association and acts as executor for two estates. 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 offers a broad range of brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets across more than 14,000 advisors.

Brian Faig is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Deloitte and Nielsen Holdings. 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.

Valentin Arroyo is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2017, following a brief tenure at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he also manages a rental property in Hackensack, 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Jesus Amateco Espiridion is a Series 66-licensed advisor with Wells Fargo Clearing and has five years of industry experience. He previously worked with JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his financial career, he owns Ampro Property Maintenance LLC, a business focused on upkeep, cleaning, and repairs of commercial and residential properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a broad range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics from Wells Fargo Investment Institute along with third-party data.

Ashley Lefler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. She 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 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amerissa Eckloff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She previously worked at Merrill from 2011 to 2018 before joining Wells Fargo Clearing in 2018. Outside of her advisory role, she is involved as a hostess at Rylann Inn in Whitehouse, NJ. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Charles Herbison is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has worked previously at PNC Wealth Management and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting, with over $671 billion in assets under management and more than 14,000 advisors.

Giovanna Pagano Decker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with additional experience at HSBC Securities and LPL Financial. 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.

Therese Miller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is an author affiliated with Milky's Way. 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 product platform.

Jin An is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Wells Fargo Clearing in 2017, Jin worked at Wells Fargo Bank, N.A. since 2016 and spent eight years at BSI Construction. Outside of advising, Jin co-owns two wholesale businesses with a spouse, BB Communications LLC and Dovo Designes 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 provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Anthony Franco is a financial advisor with Wells Fargo Clearing in Clifton, NJ, holding Series 63 and Series 66 licenses and having 9 years of industry experience. He has been with Wells Fargo Clearing since 2017 and has also worked with Wells Fargo Bank, NA since 2015. 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 options. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Ozlem Zor is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley and Merrill. 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 proprietary research and third-party analytics.

Matthew Cannariato is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2023. He previously worked at JPMorgan Securities LLC for seven years. Outside of his advisory role, he co-owns a rental property with his spouse in New Jersey. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Angelo Brucchieri is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior roles include positions at Bank of America Merrill Lynch, Visual Lease, and Bankers Healthcare Group. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Vere Leonard Demontagnac is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include positions at Nomura Securities International, Inc., Wells Fargo Securities, LLC, and Wells Fargo Bank, NA. He serves as a board member for the United Way Greater Mercer County Foundation. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Juan Rosario is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo and JPMorgan Chase in various capacities since 2015. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Heidi Muccifori is a CFP®-designated financial advisor with 23 years of industry experience, currently with Wells Fargo Clearing since 2021. Her prior experience includes roles at HighTower Advisors LLC and Macquarie Capital (USA) Inc. She co-owns a resale business specializing in children's clothing and accessories. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.