Jacquelynn Green is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and American Expediting. 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Mace Maraman Jr. is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 certifications and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2013. 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, relying on research and analytics to support investment decisions.

Malgorzata Pelletier is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2018, as well as Wells Fargo Bank, NA from 2010 to 2021. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jeffrey Mullins is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 designations and having nine years of industry experience. His career includes prior roles at the Hamilton County Department of Education and Citigroup Global Markets. 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 uses research and analytics to support diversification and modern portfolio theory while offering both brokerage and advisory solutions.

Jeffrey Woei is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and with 40 years of industry experience. He previously worked at Citigroup Global Markets for 11 years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves on the Pasco County Schools Oversight Committee. 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 sources.

Marc Beshany is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include working at Prudential Equity Group, LLC from 2001 to 2003. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Danielle Eime is a CFP®-certified financial advisor with nine years of industry experience, currently with Wells Fargo Clearing Services LLC since 2017. She previously worked at David Moore Alliance LLC for one year. 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 sources.

Rebekah Woei is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. 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 utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a broad range of financial products.

Christopher Hacker is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill, Northwestern Mutual Investment Management, and Edward Jones. Outside of advisory work, he co-owns Hacker Ventures LLC, an investment-related business. 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 consulting, managing approximately $671 billion in assets through a large network of advisors.

Logan Devicente is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds a Series 66 license and is based in Tampa, Florida. Outside of his advisory role, Devicente has partial ownership in several investment-related ventures. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Veronica Bastow is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021. Prior to that, she held roles at US Tech Solutions and Florida Destinations, and she also spent four years at the University of South Florida St. Petersburg. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.

Stacey Pagan Walker is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Schwab Wealth Advisory, Charles Schwab, Morgan Stanley Dw Inc., and Ameriprise. 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 combines research from the Wells Fargo Investment Institute with diversification principles and modern portfolio theory to evaluate investment options, operating at scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Jason Keller is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Franklin Distributors, LLC and Franklin Templeton Companies, LLC, as well as multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors. 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 large-scale resources and research with brokerage and advisory solutions, offering a range of investment and retirement plan services supported by Wells Fargo Investment Institute and third-party analytics.

Michael Price is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously at Ameriprise Financial Services, Inc. from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to inform investment decisions within a broad range of brokerage and advisory solutions.

Stacey Rothman is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 designations and 37 years of industry experience. She has worked at Wells Fargo Clearing since 2000 with a brief period at Raymond James & Associates in 2007. 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 and analytics.

Jacqueline Messado is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2024, she worked at Morgan Stanley for eight years. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephanie Fries is a financial advisor with Wells Fargo Clearing in Tampa, FL. She holds Series 66 and Series 63 designations and has 19 years of industry experience, including 10 years with Wells Fargo Clearing. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Chandler Hackbarth is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial for eight years. Prior to his finance career, he worked in retail and golf course management. 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, relying on research from Wells Fargo Investment Institute and third-party sources.

Gary Huddleston is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. He also serves as a co-trustee for his parent's trust and holds power of attorney responsibilities for family members. 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.

Michael Neff is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at RBC Capital Markets and J. B. Hanauer & Co. Outside of his advisory work, he is a managing member and 15% owner of Downtown Dogs, LLC, a retail pet accessory boutique, and serves on the finance committee of the Humane Society of Tampa Bay. Wells Fargo Advisors is a national securities firm with more than 14,000 financial advisors and approximately $671 billion in assets under management. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Stephen Brooks is a CFP® credentialed financial advisor with 28 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of advising, he is a boat charter captain. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its range of brokerage and advisory solutions.

Lynn Andersen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. Andersen has worked at Wells Fargo Clearing since 2003, with a combined tenure of 14 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions with a focus on research and diversification.

Kimberly Piercey is a financial advisor at Wells Fargo Clearing with 6 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2013, with a prior tenure at the firm from 2008 to 2010. Outside of her advisory role, she serves as a co-guardian advocate for a family member and is a notary public in Zephyrhills, Florida. 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 uses research-driven approaches grounded in diversification and modern portfolio theory.

Randall Andersen is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 40 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Richard Meadows is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He is a landlord managing rental properties jointly owned with his spouse in Florida. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to evaluate investment options.

Marc Ugo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and is based in Tampa, Florida. 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.

Omar Osman is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked with Wells Fargo Funds Distributor, LLC for seven years before joining his current firm in 2018. Outside of his advisory role, he is involved as a Business Development Manager with TBD Corp, focusing on AI-related activities. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Lawrence Sizeler is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He worked at First Southeastern Securities Group, Incorporated for 21 years prior to joining Wells Fargo Clearing in 2022. He also serves as a power of attorney for his spouse, dedicating a few hours monthly to this role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Tannenbaum is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services from 2016 to 2022 before joining Wells Fargo in 2022. Outside of advisory work, he is involved in several business ventures including ownership and management roles in equipment leasing, antique cars, and a restaurant investment partnership. 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 supported by research from the Wells Fargo Investment Institute.

Salvatore Ponzo Jr. is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Ponzo serves on the finance committee of Blessed Sacrament School in Seminole, FL. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services 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.

Michael Ponzo is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS and operated a pizza business. He has also been involved with educational institutions including the University of South Florida and St. Petersburg Catholic. 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 approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Nadia Singh is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets prior to joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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.

Brian Fermin is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at the Pinellas County Clerk of the Circuit Court and Rodrigues and Associates CPAs. 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, performance reporting, participant education, and plan benchmarking, with a broader range of financial product offerings than typical for large institutional advisers.

Michael Rosen is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes a position at Prudential Equity Group, LLC. Outside of his advisory role, Rosen serves on several local homeowners association boards in Tampa, including roles as treasurer and vice president. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement consulting. The firm uses research and analytics to guide investment selection, offering both brokerage and advisory solutions.

Michael Miller is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His career includes prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.