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® with 39 years of industry experience, currently an advisor at Wells Fargo Clearing since 2016. He also has been involved with CSC Thoughtbirds since 2002. Outside of his advisory work, he co-owns rental properties with his spouse in Lake Como, New Jersey. 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 combines research from Wells Fargo Investment Institute and third parties to evaluate investment options, while also offering brokerage and advisory solutions.

Samuel Barnes is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Wells Fargo entities since 2015, previously working at MSI Financial Services, Inc. from 2013 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and supported by more than 14,000 financial advisors.

Michael Miranda is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Santander Bank, NA, Santander Securities, LLC, and J.P. Morgan Chase Bank. 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, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources while applying diversification principles and modern portfolio theory.

Trina Mitsch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Mitsch serves as a trustee for Friends and is a member of the finance committee at Resurrection Parish in Randolph, NJ. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

David Corrigan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 29 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, and retirement plan consulting. The firm manages roughly $671 billion in assets and utilizes research-driven investment approaches while offering both brokerage and advisory solutions.

Roberto Burga is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Santander Bank NA from 2013 to 2017 and Wells Fargo Bank, N.A. since 2017. Outside of his advisory work, he serves as a sports referee and has worked as a driver for ride-sharing services. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Marco Bobadilla is a financial advisor with Wells Fargo Clearing in Short Hills, NJ. He holds Series 63 and Series 66 registrations and has 12 years of industry experience, having worked at Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2012. Wells Fargo Advisors is a national securities firm offering 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 with over 14,000 financial advisors and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Carmen Santana Coto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, N.A. since 2012. 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.

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 credentials and bringing 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 1998. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

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 licenses and 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016. 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, leveraging research from Wells Fargo Investment Institute and third-party sources.

Tracy Ann Mills is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Outside of advising, she owns and operates Tray Chic, LLC, a product distribution business. 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.

Edward Jefferys is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at A. G. Edwards & Sons, Inc. and Morgan Stanley DW Inc. 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Danielle Brown is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has previously worked at PNC Investments and Wells Fargo Advisors. 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 vehicles and bank deposit sweep options among its investment offerings.

Donna Moy Waletzki is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 22 years of industry experience. She has been with Wells Fargo since 2016 and previously worked at Merrill from 2004 to 2005. Outside of her advisory role, she serves as president and managing agent of a real estate holding corporation. 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.