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® professional with 22 years of industry experience, currently with Wells Fargo Clearing since 2021. Her prior roles include positions at HighTower Advisors LLC, HighTower Securities LLC, and Macquarie Capital (USA) Inc. Outside of her advisory work, she co-owns a business that resells children's clothing, furniture, toys, and accessories. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Matthew Pugliese is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and also has experience at Wells Fargo Bank, NA dating back to 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 services. The firm’s advisory approach 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.

Brittany Ganter is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2017 and with Wells Fargo Bank, N.A. 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 advisory solutions. 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.

John Decotiis is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding a Series 66 credential and 14 years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2011. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Yanis Uribe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2013. Outside of his advisory role, he also works as a part-time Uber driver. 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 broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Sayther is a CFP® professional with 38 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been involved with CSC Thoughtbirds since 2002. Outside of his advisory role, he co-owns rental properties in Lake Como, New Jersey. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment offerings.

Samuel Barnes is a financial advisor with Wells Fargo Clearing in Berkeley Heights, NJ, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and held roles at Wells Fargo Bank, NA and 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 advisory solutions. The firm’s IPS-driven investment process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michael Miranda is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank, Santander Bank, and J.P. Morgan Chase 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 includes a broader set of financial product offerings than typical large institutional advisers.

Trina Mitsch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 34 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. Mitsch serves as a trustee for Friends and is a finance committee member at Resurrection Parish in Randolph, NJ. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

David Corrigan is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 licenses and bringing 28 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 Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a wider range of investment options than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep programs.

Roberto Burga is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously was employed at Santander Bank NA from 2013 to 2017. Outside of his advisory role, he works as a part-time driver for ride-sharing services and serves as a sports referee. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its diversified investment approach.

Marco Bobadilla is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. and ongoing employment with Wells Fargo Bank NA since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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 in its investment offerings.

Carmen Santana Coto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC and Wells Fargo Bank, N.A. since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment advice based on an IPS-driven process grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary options and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Pamela Whitman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gregg Kaufman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 29 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2021 before joining Wells Fargo Clearing in 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Mariam Kiyam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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.

Cleon Cato is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing, he worked at J.P. Morgan Securities for 11 years and has been involved in several business ventures including early childhood education and property management. 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, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Dino Viggiano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 27 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 discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Tracy Ann Mills is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. Outside of her advisory role, she owns and operates Tray Chic, LLC, a product distribution business, and also works as a delivery driver for Uber Eats. 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 process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.