Florence Perry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She 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.

Alicia Columbro is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously spent eight years at S&P Global Market Intelligence. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Lupton is a financial advisor with Wells Fargo Clearing in Short Hills, NJ. He holds Series 63 and Series 66 licenses and has 29 years of industry experience, including prior roles at Barclays Capital Inc. and Lehman Brothers Inc. since joining Wells Fargo in 2016. 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 manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research and analytics.

Lama Elsabeh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has been with Wells Fargo entities since 2015. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Irene Warner is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley & Co Incorporated for 12 years before joining Wells Fargo in 2021. Outside of her advisory work, Warner serves as treasurer for the Girl Scouts of Cranford and is a Reiki master and teacher. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

James Reilly is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior experience includes a position at Prudential Equity Group, LLC. He also serves as a trustee for several clients and family members, dedicating limited time monthly to these roles. 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 supported by research from Wells Fargo Investment Institute and third-party sources.