Alana Kyprianou is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, N.A. since 2016. Prior to her financial services career, she worked at The Goddard School. 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 broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.

Kyle Warehime is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Merrill from 2014 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 broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

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 licenses and bringing 31 years of industry experience. He 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 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 grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Peter Horowitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Horowitz serves as treasurer for the Manors at Running Brook Homeowners Association and acts as executor for family estates. 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 investment options and bank deposit sweep programs.

Brian Faig is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wells Fargo, he worked at Deloitte from 2022 to 2025 and at Nielsen Holdings from 2016 to 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Valentin Arroyo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Wells Fargo Bank, NYlife Securities LLC, New York Life Insurance Co., and JPMorgan Securities LLC. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 24 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. 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.

Lenka Villani is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. from 2013 to 2016. Villani is also associated with Wells Fargo Bank NA, where she has worked since 2013. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Giovanna Pagano Decker is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo and HSBC 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.

Therese Miller is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is an author involved with a project called Milky's Way. 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 IPS-driven approach incorporates modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Jin An is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining Wells Fargo Clearing in 2017, Jin worked at Wells Fargo Bank, N.A. and spent eight years at BSI Construction. Outside of advisory work, Jin co-owns two wholesale businesses with a spouse, specializing in phone cards and jewelry. 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 approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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.