Cleveland, OH Main Ave Office

Jeffrey Polcar is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Wells Fargo Clearing in 2016. Polcar serves as an investment committee member for The Church in Aurora, providing guidance and information to its 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 uses research and analytics to evaluate investment options based on diversification principles and modern portfolio theory while offering a broad range of brokerage and advisory solutions.

Joseph Cariello is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and previously held positions at Credit Agricole Corporate & Investment Bank and Credit Agricole Securities (USA). 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Joseph Zawistowski is a CFA® charterholder with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Based in Cleveland, OH, he holds Series 63 and Series 65 licenses. Outside of finance, he is a flight instructor and is involved in aviation-related business activities, including ownership interests in companies that manage aircraft leasing and training. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions with an investment approach grounded in diversification principles and modern portfolio theory.

Harold Barnes is a financial advisor with Wells Fargo Clearing in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 internal research with third-party analytics to offer diversified investment solutions and operates with a broad scale of assets under management and advisors.

David Ashe is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services and Merrill. He is based in Cleveland, Ohio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory and financial planning services, combining research from Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory.

David Thomas is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and previously worked at PNC Financial Services for 18 years. Outside of his advisory role, he owns and operates a retail business specializing in medical identification products. 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 approach 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.

Matthew Gillen is a CFP® and holds a Series 66 designation with 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, based in Cleveland, OH. 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, utilizing research and analytics to support diversified investment strategies.

Adam Toth is a financial advisor at Wells Fargo Clearing in Cleveland, OH, with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2016, he worked at Edward Jones from 2010 to 2014. 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 uses research and analytics informed by diversification principles and modern portfolio theory.

Jeremy Baynes is a CFP® with 24 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Edward Jones for six years. Based in Cleveland, OH, he holds Series 63 and Series 65 licenses in addition to his CFP® designation. 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 evaluation with both brokerage and advisory solutions.

Philip Hrvatin is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he is a self-employed musician. 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.

Bethany Schmittel is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 65 and Series 66 designations and 17 years of industry experience. Her career includes roles at PNC Wealth Management, MDT Advisers, Federated Securities, and UBS Financial Services prior to her current tenure at 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 utilizes research from Wells Fargo Investment Institute alongside third-party analytics to support diversified investment solutions.

George Flanders is a financial advisor with Wells Fargo Clearing in Cleveland, OH. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Wells Fargo Clearing in 2019, he worked at UBS Financial Services from 2008 to 2019 and Merrill from 2002 to 2008. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics from Wells Fargo Investment Institute and third-party databases.

Tamara Bond is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2003, with a break between 2006 and 2020 during which she was employed at UBS Financial Services. Outside of her advisory work, she serves as a notary public for non-Wells Fargo clients. 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 research and analytics from Wells Fargo Investment Institute.

Antonio Desoto is a financial advisor at Wells Fargo Clearing in Cleveland, OH, holding a Series 66 designation with 11 years of industry experience. He previously worked at Charles Schwab for one year before joining Wells Fargo Clearing in 2016. Outside of his advisory work, he owns and operates a business selling saltwater corals and fish. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, retirement plan consulting, and financial planning, managing approximately $671 billion in assets through a large network of advisors.

Jerome Vandemotter is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at UBS Financial Services for 29 years before joining Wells Fargo in 2022. Outside of his advisory role, Vandemotter holds a 4% ownership stake in Ohio Broach & Machine Co., an industrial business based in Willoughby, Ohio. 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.