Timothy Leonard is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He held prior roles at Wells Fargo Advisors LLC from 2009 to 2016 before joining his current firm. Outside of his advisory work, he serves on the finance committee of Holy Name High School in Parma Heights, Ohio. 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 combines research and analytics with a broad range of financial products delivered through its bank and insurance affiliates.

Jeremy Seck is a financial advisor with Wells Fargo Clearing in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Morgan Stanley, Citigroup Global Markets, and KeyBanc Capital Markets Inc. He has been with Wells Fargo Clearing for 10 years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a range of clients, including individuals, corporations, and institutions. The firm combines in-house research with external data sources and applies diversification principles and modern portfolio theory to investment decisions, while offering a broad array of brokerage and advisory solutions.

Robert Funk is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at 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 advice. 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.

Patrick Healy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Felicia Massey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at PNC Investments, PNC Bank, and Citizens Bank. 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 grounded in modern portfolio theory, serving as an ERISA fiduciary and providing a range of financial products including insurance-related vehicles and bank deposit sweep options.

John Arch is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 client objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, distinguishing its product offerings among large institutional advisers.

Claudia Donnelly is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked in various roles across Wells Fargo Clearing and Wells Fargo Advisors, as well as at Baird and Ally Invest Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering 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 discretionary and non-discretionary options tailored to plan objectives and demographics.

Lauren Odonnell is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of her advisory role, she works as a skin care product sales consultant for Arbonne and is a commissioned notary public in Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

George Michalke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Key Investment Services LLC for 13 years. He serves as a representative on the board of directors for the Cleveland Barons Hockey Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm acts as an ERISA fiduciary and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options in its investment menus.

Chad Dworznik is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He previously worked at PNC Investments and Merrill. 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 extensive research and analytics with diversified investment strategies and offers a range of financial products through its bank and insurance affiliates.

John Middleton Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 63 license and 37 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, Middleton officiates and coaches youth basketball and lacrosse in Westlake, Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary 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.

Andrew Lukcso Jr. is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He previously worked for The Huntington Investment Company for 16 years before joining Wells Fargo Clearing in 2023. He holds Series 63 and Series 65 licenses and serves on the finance committee of Lakewood Catholic Academy. 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. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Connor Kissling is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2026. He has previously worked with Wells Fargo Advisors and has experience in educational roles at Cleveland State University and John Carroll University. Kissling also has entrepreneurial experience from his involvement with Lake Road Market (Araca Foods). 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.