Michael Jim is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. 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, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jared Swift is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and one year of industry experience. His background includes roles at SUNY Empire State University, Monroe Community College, and Cutting Edge Decks, Inc. He is based in Syracuse, NY. 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, such as insurance-related vehicles and bank deposit sweep options.

Timothy Fortner is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a trustee for a family trust. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Michalak is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo firms since 2010. 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.

John Cavanaugh is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with 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 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.

Hope Zuccaro is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and 14 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011. In addition to her advisory role, she is an independent owner and distributor with Market America. 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.

Daniel Hennigan is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he has ownership interests in a gaming business and manages rental properties, including one operated via Airbnb. 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 solutions grounded in modern portfolio theory.

Sascha Milligan is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 25 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, Milligan serves as an executor for an estate. 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 IPS-driven advisory process is grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Michelle Johnston is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored services and fiduciary responsibility.

Timothy Besio is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. He has prior experience at Besio Consulting Group Ltd, Blue Owl Capital, The Carlyle Group, and PricewaterhouseCoopers LLP. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and other sources.

Christopher Coates is a financial advisor at Wells Fargo Clearing in Syracuse, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Advisors, St Bonaventure University’s Accounting Department, and Arctic Glacier Premium Ice. 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 combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions across a broad client base.

Lisa Duncan is a financial advisor with Wells Fargo Clearing in East Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 30 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 active in her community as a bartender and event coordinator for a local Veterans of Foreign Wars post. 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 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.

Paul Kordziel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 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, he operates a used car dealership and serves as vice-president of the Higby Point Property Owners Association. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

A Daniel Coates is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his mother and holds power of attorney for his father, managing these responsibilities with minimal time commitment. 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 investment approach is IPS-driven and based on modern portfolio theory, and it includes a broader range of financial product options than typical institutional advisers.

Jonathan Catlin is a CFP® with 12 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, providing tailored solutions that include insurance-related investment options alongside traditional products.

Martha Cacciola is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 35 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 serves as a notary public and acts as a trustee for a patents trust in Syracuse, NY. 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 driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timothy Grumley is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities. 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 solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

James Szczesniak is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Merrill from 2009 to 2022 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, compared to many large institutional advisers.

Francesco Papa is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at Niagara Frontier Orthopedic Supplies and Sherwin Williams. He also has a background with SUNY Oswego. 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 broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.