Deborah Kendrick is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding a Series 63 designation and 33 years of industry experience. She previously worked at Morgan Stanley and its affiliates from 1993 to 2010. 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 and analytics.

Moyra Edwards is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 65 and Series 63 designations. Outside of her advisory role, she works as a personal trainer and independently provides dog walking services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, 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.

Matthew Meneses is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and with two years of industry experience. Prior to joining Wells Fargo, he worked at First Command Advisory Services and held various roles including a position at Doordash. He is also a commissioned officer in the United States Army, where he is involved in personnel administration. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Bayohan Martinez is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and having three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo since 2015. 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 grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Elizabeth Olivera Gonzalez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank NA 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 provides both brokerage and advisory solutions supported by research and analytics.

Maksim Kovachev is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Wells Fargo Clearing since 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Alex Deaner is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, he worked at First Command Advisory Services and related firms for two years. Outside of his advisory role, he bartends on weekends at the Dante Club Event Center. 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-driven investment approaches with a broad product offering through its bank and insurance affiliates.

Mariano Sanchez is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Winter Park, FL. He has 21 years of industry experience, including prior roles at Merrill and Banc of America Investment Services. Sanchez has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines internal research and third-party analytics to provide diversified investment solutions across brokerage and advisory platforms.

Jeffrey Caden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2007. 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 over 14,000 financial advisors, offering both brokerage and advisory solutions.

Alejandro Richardson is a financial advisor with Wells Fargo Clearing in Oviedo, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bank of America, Merrill, and operating his own investment firm, Mr. Richardson Investments LLC. Earlier in his career, he was involved with Threads for Heads, a business separate from his financial advisory work. 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, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Gregg Emch is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he worked for a combined nine years. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Soto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Merrill, Bank of America, Santander Securities, and Thrivent Financial. Outside of his advisory work, he is a landlord involved in private real estate investment. 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, and participant education. The firm’s advisory process is IPS-driven and includes discretionary and non-discretionary options, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Blake Schwartz Barker is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018, with prior roles at Citizens Securities, Citizens Bank, Mascoma Savings Bank, Lyme Inn, Farrow Financial, and OBRH LLC. Barker has ownership in Space Coast Motorcars, LLC, a company involved in renting out vehicles. 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.

Matthew Kanarick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years with Morgan Stanley DW Inc. 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 offers a range of brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 advisors nationwide.

Thomas Mayer is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various roles since 2000. Outside of his advisory work, Mayer serves as a board member for the Iliff Commons Homeowners Association in Aurora, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services, supported by extensive research and a broad platform of brokerage and advisory solutions.

Antonio Moscoso is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank N.A. for 13 years. Outside of his advisory role, he is a co-owner of real estate rental property businesses alongside his wife. 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 proprietary research and third-party analytics.

Jennifer Baiocco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Clearing for 10 years. 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.

Jason Del Valle is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Ameriprise for one year. Del Valle serves on the board of directors for the Hispanic Heritage Scholarship Fund in Orlando, FL. 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 from Wells Fargo Investment Institute.

Alexander Stark is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Raymond James & Associates. Prior to his financial services career, he was employed at the Four Season Resort and the University of Central Florida. 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, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary options, with a notable range of investment vehicles including insurance-related products and bank deposit sweep options.

Brendan Jones is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 10 years before joining Wells Fargo Clearing in 2024. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.