Coral Gables, FL Alhambra Cir 8th Office

Robert Killinger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fifth Third Securities. 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 combines proprietary research and third-party analytics to offer diversified investment solutions and operates both brokerage and advisory platforms.

Luis Munoz is a financial advisor with Wells Fargo Clearing in Coral Gables, FL, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes roles at Cetera, Regions Bank, BBTIS, and CUSO Financial Services prior to joining Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm combines brokerage and advisory solutions supported by extensive research and analytics, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Sugeil Perez is a financial advisor with Wells Fargo Clearing in Winter Haven, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, from 2015 to 2018. Outside of advisory work, Perez co-owns and operates a bar in Miami Lakes, FL. 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. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Milton Aponte II is a financial advisor with Wells Fargo Clearing in Miami, FL, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 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 process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Mason Rodill is a financial advisor with Wells Fargo Clearing in Coral Gables, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Fifth Third Securities, Bank of America, and Wells Fargo Bank. Outside of his advisory work, he owns MDR Enterprises LLC, a business focused on pet products. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.

Frank Parker III is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he 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 discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Sandra Ortega is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2019, she worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2019. 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 among its investment menu.

Jorge Martinez is a Series 66 credentialed financial advisor with 13 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2026 after over a decade at J.P. Morgan in various securities and banking roles. 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 and analytics with a wide range of brokerage and advisory solutions across its large network of financial advisors.

Spencer Paulson is a financial advisor with Wells Fargo Clearing in Coral Gables, FL, holding Series 63 and Series 66 credentials. He has five years of industry experience and has previously worked at firms including Caryt and Company Inc. and various logistics companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach that incorporates diversification and modern portfolio theory, offering both brokerage and advisory solutions.

Christeen Hermina is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked with Wells Fargo since 2015, including her current role at Wells Fargo Clearing since 2021. 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.

Silvia Lopez Genovez is a financial advisor with Wells Fargo Clearing in Coral Gables, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Wachovia Bank, N.A. since 2007 and has been with Wells Fargo Advisors and Wells Fargo Clearing since 2009. 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 from Wells Fargo Investment Institute.

Enrique Quinoa is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various roles since 2014. Outside of his advisory work, he owns and operates Checkmate Aviation, LLC, a business involved in buying and selling aviation parts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary options, including a Plan Level Investment Selection 3(38) service, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kevin Jusko is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing and its predecessor firms since 2009. Outside of his advisory role, Jusko serves as Deputy Mayor and a member of the Board of Trustees for the Village of Laurel Hollow, New York. 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 broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Anastasio Suarez 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 previously held positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Yusleydis Morrison is a CFP® professional with 10 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Morrison holds Series 63 and Series 66 licenses and is based in Miami, FL. 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.