Felipe Francois is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank since 2014. 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.

Jill Salvatore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at several prominent firms, including Citigroup and City National Bank, before joining Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she serves as co-trustee and power of attorney for her parents' revocable living trusts. 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 research from its own investment institute with third-party data to support diversified portfolio strategies.

Kimberly Roman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Andrew Longman is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Columbia, MD, and has 14 years of industry experience. He previously worked at Citigroup Global Markets from 2012 to 2018 before joining Wells Fargo Bank and Wells Fargo Clearing Services in 2018. Wells Fargo Clearing provides retirement plan consulting for 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 offerings.

Jeffrey Gordish is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2007. Outside of his advisory role, he serves as Treasurer for Palm Beach Cursillo, a community organization in Lake Worth, Florida. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stuart Green is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Tarpon Springs, Florida. He has been with Wells Fargo Bank since 2010 and joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Lacey Thornton is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL. She holds a Series 63 designation and has six years of industry experience. Her prior work includes positions at Altabank and Wells Fargo. 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 evaluate investment options, offering both brokerage and advisory solutions across a large-scale platform.

Diane Don is a CFP® with 21 years of industry experience, currently affiliated with Wells Fargo Clearing. She has worked at various Wells Fargo entities since 2012, including Wells Fargo Bank and Wells Fargo Advisors. Outside of her advisory role, she is involved in managing a vacation home LLC in Blowing Rock, NC. 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 solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sheryl Stoneking is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing Services since 2016. Outside of her advisory role, she also works as a cashier at a Taco Bell in Herriman, UT. Wells Fargo Advisors is a national securities firm providing 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 and offers both brokerage and advisory solutions.

Richard Lupkes is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Christopher Zimmermann is a financial advisor with Wells Fargo Clearing in New York, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Francisco Patino is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2017. Prior to that, he was with JP Morgan Securities and JP Morgan Chase Bank from 2013 to 2017 and has operated as a sole proprietor since 2016. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Richard Pimentel is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. 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 solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, which extend beyond typical institutional advisory services.

Melinda Jones is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank 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 a range of brokerage and advisory solutions utilizing research from Wells Fargo Investment Institute and third-party analytics.

Marcy Morgan is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 15 years of industry experience. Her prior roles include positions at BNY Mellon Securities Corporation, First Republic Securities Company, Deutsche Bank Securities Inc, and Db Trust Company Americas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Matthew Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at BB&T and BB&T Securities prior to joining Wells Fargo Bank and Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

William Carroll is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Carroll is also a notary public in Garden City, NY. 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 offerings.

Mark Belveduto is a financial advisor with Wells Fargo Clearing in New York, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as a board member of the Sea Point Condominium Association in Point Pleasant, NJ. 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 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 menus.

Michelle Weiss is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo and its affiliates since 2009. Outside of her advisory role, she serves as treasurer for the Somerset Elementary School Foundation, where she assists with fundraising events and board meetings. 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 incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

My Nguyen is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding Series 65 and Series 63 licenses and 10 years of industry experience. Prior to joining Wells Fargo Clearing and Wells Fargo Bank in 2017, Nguyen worked briefly as self-employed and at Presbyterian Hospitality House. Outside of finance, Nguyen provides translation services for friends and companies. 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 Wells Fargo Investment Institute and third-party sources to evaluate investment options and offers a range of financial products through bank and insurance affiliates.

Ines Ross is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Ross has an ownership interest in a rental property business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory process is IPS-driven and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Rosary Falero is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Wells Fargo Clearing in Tarpon Springs, FL. Prior to joining Wells Fargo in 2019, she worked at Marquis Bank from 2016 to 2019. Outside of her advisory role, she co-owns a residential and commercial remodeling company and serves on the finance council of St. Patrick Catholic Church, as well as on the City of Miami Beach Hispanic Affairs Committee. 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 utilizes research and analytics to support diversified investment solutions.

Glenn Caldwell is a Certified Financial Planner (CFP®) with 25 years of experience in the financial industry. He has been with Wells Fargo Clearing and Wells Fargo Bank since 2016 and previously worked at Wells Fargo Advisors. Outside of his advisory work, he serves as a personal representative for his mother. 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 uses research and analytics to guide investment selections and provides both brokerage and advisory solutions.

Christopher Mergardt is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has additional experience with Wells Fargo Bank and Wells Fargo Advisors, LLC dating back to 2015. Outside of his advisory role, he serves as a power of attorney assisting with legal and financial matters for a family member. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm uses an investment policy statement–driven approach grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options in its investment menus.

Christopher Clark is a financial advisor with Wells Fargo Clearing in Tarpon Springs, FL, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Wells Fargo entities since 2016, including Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. 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 Wells Fargo Investment Institute and third-party sources.

Jonathan Williams is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Wells Fargo entities since 2010, including Wells Fargo Securities and Wells Fargo Bank. Williams serves on the finance committee of Families Forward Charlotte, a nonprofit organization. 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 and analytics from Wells Fargo Investment Institute.

Jonathan Diamond is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Wayne, PA. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing its approach within the institutional advisory space.

Donna Diston is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is also a property owner outside of her advisory role. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Wesley Michaelson is a financial advisor with Wells Fargo Clearing in Salt Lake City, holding a Series 63 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he is involved in distributing dietary supplements through Youngevity. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.